Raymond James Financial
IYR icon

Raymond James Financial’s iShares US Real Estate ETF IYR Stock Holding History

Raymond James Financial’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.3M Sell
198,812
-3,614
-2% -$367K 0.01% 1551
2026
Q1 		$19.1M Sell
202,426
-1,677
-0.8% -$163K 0.01% 1506
2025
Q4 		$19.2M Buy
204,103
+2,075
+1% +$198K 0.01% 1473
2025
Q3 		$19.6M Sell
202,028
-7,028
-3% -$676K 0.01% 1424
2025
Q2 		$19.8M Buy
209,056
+5,309
+3% +$495K 0.01% 1380
2025
Q1 		$19.5M Sell
203,747
-35,131
-15% -$3.34M 0.01% 1327
2024
Q4 		$22.2M Buy
+238,878
New +$23.5M 0.01% 1227

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Raymond James Financial reduced its iShares US Real Estate ETF (IYR) stake by 1.8% in Q2 2026, selling an estimated $367K and leaving 198,812 shares worth $20.3M. The position accounts for 0.01% of the portfolio, ranked #1551.

Raymond James Financial first reported a position in IYR in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.2M in Q4 2024. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Raymond James Financial held 198,812 shares of iShares US Real Estate ETF worth $20.3M as of Q2 2026.
  • Raymond James Financial sold 3,614 iShares US Real Estate ETF shares in Q2 2026, an estimated $367K.
  • iShares US Real Estate ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1551 holding.
  • Raymond James Financial first reported a position in iShares US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares US Real Estate ETF position peaked at $22.2M in Q4 2024.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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