Raymond James Financial
IYK icon

Raymond James Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Raymond James Financial’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.8M Sell
217,097
-39,178
-15% -$2.8M ﹤0.01% 1749
2026
Q1 		$17.9M Sell
256,275
-37,726
-13% -$2.71M 0.01% 1555
2025
Q4 		$19.7M Buy
294,001
+159,991
+119% +$10.9M 0.01% 1453
2025
Q3 		$9.16M Sell
134,010
-2,541
-2% -$177K ﹤0.01% 1991
2025
Q2 		$9.62M Buy
136,551
+14,587
+12% +$1.03M ﹤0.01% 1904
2025
Q1 		$8.73M Buy
121,964
+19,704
+19% +$1.34M ﹤0.01% 1918
2024
Q4 		$6.71M Buy
+102,260
New +$7.02M ﹤0.01% 2132

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Raymond James Financial reduced its iShares US Consumer Staples ETF (IYK) stake by 15% in Q2 2026, selling an estimated $2.8M and leaving 217,097 shares worth $15.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

Raymond James Financial first reported a position in IYK in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.7M in Q4 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Raymond James Financial held 217,097 shares of iShares US Consumer Staples ETF worth $15.8M as of Q2 2026.
  • Raymond James Financial sold 39,178 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $2.8M.
  • iShares US Consumer Staples ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1749 holding.
  • Raymond James Financial first reported a position in iShares US Consumer Staples ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares US Consumer Staples ETF position peaked at $19.7M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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