Raymond James Financial’s iShares US Financial Services ETF IYG Stock Holding History

Raymond James Financial’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$37.3M	Buy	450,567 +707	+0.2%	+$62K	0.01%	1040
2025 Q4	$41.5M	Sell	449,860 -30,747	-6%	-$2.74M	0.01%	933
2025 Q3	$43.1M	Sell	480,607 -8,345	-2%	-$734K	0.01%	888
2025 Q2	$41.9M	Sell	488,952 -65,224	-12%	-$5.17M	0.01%	864
2025 Q1	$43.5M	Sell	554,176 -2,208	-0.4%	-$178K	0.02%	799
2024 Q4	$43.3M	Buy	+556,384	New	+$42.9M	0.02%	805

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Financial Services ETF (IYG) stake by 0.16% in Q1 2026, buying an estimated $62K and bringing the position to 450,567 shares worth $37.3M. The position accounts for 0.01% of the portfolio, ranked #1040.

Raymond James Financial first reported a position in IYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $43.5M in Q1 2025. 264 funds tracked by Wall St. Rank hold IYG as of Q1 2026.

Raymond James Financial held 450,567 shares of iShares US Financial Services ETF worth $37.3M as of Q1 2026.
Raymond James Financial bought 707 iShares US Financial Services ETF shares in Q1 2026, an estimated $62K.
iShares US Financial Services ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1040 holding.
Raymond James Financial first reported a position in iShares US Financial Services ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares US Financial Services ETF position peaked at $43.5M in Q1 2025.
264 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2026.

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