Raymond James Financial
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Raymond James Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Raymond James Financial’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.69M Buy
26,114
+1,158
+5% +$212K ﹤0.01% 2782
2026
Q1 		$4.39M Buy
24,956
+294
+1% +$51.4K ﹤0.01% 2701
2025
Q4 		$3.8M Buy
24,662
+6,933
+39% +$1.03M ﹤0.01% 2719
2025
Q3 		$2.63M Sell
17,729
-578
-3% -$84.4K ﹤0.01% 2956
2025
Q2 		$2.56M Buy
18,307
+1,076
+6% +$143K ﹤0.01% 2873
2025
Q1 		$2.32M Buy
17,231
+1,137
+7% +$155K ﹤0.01% 2881
2024
Q4 		$2.09M Buy
+16,094
New +$2.33M ﹤0.01% 2937

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Basic Materials ETF (IYM) stake by 4.6% in Q2 2026, buying an estimated $212K and bringing the position to 26,114 shares worth $4.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2782.

Raymond James Financial first reported a position in IYM in Q4 2024 and has held it in 7 quarters since. 273 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Raymond James Financial held 26,114 shares of iShares US Basic Materials ETF worth $4.69M as of Q2 2026.
  • Raymond James Financial bought 1,158 iShares US Basic Materials ETF shares in Q2 2026, an estimated $212K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2782 holding.
  • Raymond James Financial first reported a position in iShares US Basic Materials ETF in Q4 2024 and has held it in 7 quarters since.
  • 273 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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