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 Q2	$21.7M	Buy	512,061 +178,591	+54%	+$7.58M	0.01%	1505
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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Raymond James Financial increased its iShares US Telecommunications ETF (IYZ) stake by 54% in Q2 2026, buying an estimated $7.58M and bringing the position to 512,061 shares worth $21.7M. The position accounts for 0.01% of the portfolio, ranked #1505.

Raymond James Financial first reported a position in IYZ in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Raymond James Financial held 512,061 shares of iShares US Telecommunications ETF worth $21.7M as of Q2 2026.
Raymond James Financial bought 178,591 iShares US Telecommunications ETF shares in Q2 2026, an estimated $7.58M.
iShares US Telecommunications ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1505 holding.
Raymond James Financial first reported a position in iShares US Telecommunications ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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