Raymond James Financial’s iShares Dow Jones US ETF IYY Stock Holding History

Raymond James Financial’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.3M	Buy	96,343 +5,474	+6%	+$906K	﹤0.01%	1660
2025 Q4	$15.1M	Sell	90,869 -4,900	-5%	-$806K	﹤0.01%	1648
2025 Q3	$15.6M	Sell	95,769 -5,127	-5%	-$802K	0.01%	1597
2025 Q2	$15.2M	Buy	100,896 +13,845	+16%	+$1.93M	0.01%	1562
2025 Q1	$11.8M	Buy	87,051 +10,324	+13%	+$1.48M	﹤0.01%	1680
2024 Q4	$11M	Buy	+76,727	New	+$11M	﹤0.01%	1779

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Raymond James Financial increased its iShares Dow Jones US ETF (IYY) stake by 6% in Q1 2026, buying an estimated $906K and bringing the position to 96,343 shares worth $15.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Raymond James Financial first reported a position in IYY in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.6M in Q3 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

Raymond James Financial held 96,343 shares of iShares Dow Jones US ETF worth $15.3M as of Q1 2026.
Raymond James Financial bought 5,474 iShares Dow Jones US ETF shares in Q1 2026, an estimated $906K.
iShares Dow Jones US ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1660 holding.
Raymond James Financial first reported a position in iShares Dow Jones US ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Dow Jones US ETF position peaked at $15.6M in Q3 2025.
276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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