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 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Basic Materials ETF (IYM) stake by 1.2% in Q1 2026, buying an estimated $51.4K and bringing the position to 24,956 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2701.

Raymond James Financial first reported a position in IYM in Q4 2024 and has held it in 6 quarters since. 247 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

Raymond James Financial held 24,956 shares of iShares US Basic Materials ETF worth $4.39M as of Q1 2026.
Raymond James Financial bought 294 iShares US Basic Materials ETF shares in Q1 2026, an estimated $51.4K.
iShares US Basic Materials ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2701 holding.
Raymond James Financial first reported a position in iShares US Basic Materials ETF in Q4 2024 and has held it in 6 quarters since.
247 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

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