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 Q2	$39.8M	Sell	311,755 -3,025	-1%	-$376K	0.01%	1064
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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial's IYF Position: Q2 2026 in Review

Raymond James Financial reduced its iShares US Financials ETF (IYF) stake by 0.96% in Q2 2026, selling an estimated $376K and leaving 311,755 shares worth $39.8M. The position accounts for 0.01% of the portfolio, ranked #1064.

Raymond James Financial first reported a position in IYF in Q4 2024 and has held it in 7 quarters since. 463 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Raymond James Financial held 311,755 shares of iShares US Financials ETF worth $39.8M as of Q2 2026.
Raymond James Financial sold 3,025 iShares US Financials ETF shares in Q2 2026, an estimated $376K.
iShares US Financials ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1064 holding.
Raymond James Financial first reported a position in iShares US Financials ETF in Q4 2024 and has held it in 7 quarters since.
463 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.