Raymond James Financial
IYW icon

Raymond James Financial’s iShares US Technology ETF IYW Stock Holding History

Raymond James Financial’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362M Sell
1,435,567
-33,216
-2% -$7.63M 0.1% 177
2026
Q1 		$266M Sell
1,468,783
-6,720
-0.5% -$1.3M 0.08% 217
2025
Q4 		$295M Sell
1,475,503
-48,929
-3% -$9.79M 0.09% 191
2025
Q3 		$299M Sell
1,524,432
-74,191
-5% -$13.6M 0.1% 192
2025
Q2 		$277M Buy
1,598,623
+97,389
+6% +$14.8M 0.1% 193
2025
Q1 		$211M Sell
1,501,234
-104,497
-7% -$16.3M 0.08% 231
2024
Q4 		$256M Buy
+1,605,731
New +$254M 0.09% 195

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Raymond James Financial reduced its iShares US Technology ETF (IYW) stake by 2.3% in Q2 2026, selling an estimated $7.63M and leaving 1,435,567 shares worth $362M. The position accounts for 0.1% of the portfolio, ranked #177.

Raymond James Financial first reported a position in IYW in Q4 2024 and has held it in 7 quarters since. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Raymond James Financial held 1,435,567 shares of iShares US Technology ETF worth $362M as of Q2 2026.
  • Raymond James Financial sold 33,216 iShares US Technology ETF shares in Q2 2026, an estimated $7.63M.
  • iShares US Technology ETF made up 0.1% of Raymond James Financial's portfolio in Q2 2026, its #177 holding.
  • Raymond James Financial first reported a position in iShares US Technology ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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