Raymond James Financial
IYF icon

Raymond James Financial’s iShares US Financials ETF IYF Stock Holding History

Raymond James Financial’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37M Buy
314,780
+67,752
+27% +$8.41M 0.01% 1045
2025
Q4 		$31.8M Buy
247,028
+51,894
+27% +$6.49M 0.01% 1118
2025
Q3 		$24.7M Sell
195,134
-2,637
-1% -$326K 0.01% 1267
2025
Q2 		$23.9M Buy
197,771
+9,940
+5% +$1.12M 0.01% 1232
2025
Q1 		$21.2M Buy
187,831
+11,712
+7% +$1.34M 0.01% 1257
2024
Q4 		$19.5M Buy
+176,119
New +$19.6M 0.01% 1330

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial's IYF Position: Q1 2026 in Review

Raymond James Financial increased its iShares US Financials ETF (IYF) stake by 27% in Q1 2026, buying an estimated $8.41M and bringing the position to 314,780 shares worth $37M. The position accounts for 0.01% of the portfolio, ranked #1045.

Raymond James Financial first reported a position in IYF in Q4 2024 and has held it in 6 quarters since. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Raymond James Financial held 314,780 shares of iShares US Financials ETF worth $37M as of Q1 2026.
  • Raymond James Financial bought 67,752 iShares US Financials ETF shares in Q1 2026, an estimated $8.41M.
  • iShares US Financials ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1045 holding.
  • Raymond James Financial first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 6 quarters since.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.