Raymond James Financial’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.1M	Sell	333,470 -45,111	-12%	-$1.69M	﹤0.01%	1796
2025 Q4	$12.8M	Sell	378,581 -15,051	-4%	-$493K	﹤0.01%	1771
2025 Q3	$12.7M	Sell	393,632 -35,150	-8%	-$1.08M	﹤0.01%	1740
2025 Q2	$12.8M	Buy	428,782 +57,284	+15%	+$1.57M	﹤0.01%	1692
2025 Q1	$10.2M	Sell	371,498 -261,511	-41%	-$7.22M	﹤0.01%	1795
2024 Q4	$17M	Buy	+633,009	New	+$16.9M	0.01%	1444

Other funds holding IYZ

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

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

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

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

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Raymond James Financial reduced its iShares US Telecommunications ETF (IYZ) stake by 12% in Q1 2026, selling an estimated $1.69M and leaving 333,470 shares worth $13.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1796.

Raymond James Financial first reported a position in IYZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $17M in Q4 2024. 175 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Raymond James Financial held 333,470 shares of iShares US Telecommunications ETF worth $13.1M as of Q1 2026.
Raymond James Financial sold 45,111 iShares US Telecommunications ETF shares in Q1 2026, an estimated $1.69M.
iShares US Telecommunications ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1796 holding.
Raymond James Financial first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares US Telecommunications ETF position peaked at $17M in Q4 2024.
175 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

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