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Corient Capital Partners’s iShares Russell 3000 ETF IWV Stock Holding History

Corient Capital Partners’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,048
Closed -$228K – 689
2022
Q2 		$228K Buy
+1,048
New +$248K 0.02% 579

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JMPWA
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Bank of America
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Ameriprise
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Morgan Stanley
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BlackRock
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Goldman Sachs
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Corient Capital Partners's IWV Position: Q3 2022 in Review

Corient Capital Partners sold out of iShares Russell 3000 ETF (IWV) in Q3 2022, closing a stake of 1,048 shares — an estimated $228K sold.

Corient Capital Partners first reported a position in IWV in Q2 2022 and held it in 1 quarter. The position peaked at $228K in Q2 2022. 645 funds tracked by Wall St. Rank hold IWV as of Q3 2022.

  • Corient Capital Partners reported no remaining iShares Russell 3000 ETF position as of Q3 2022 after selling out during the quarter.
  • Corient Capital Partners sold 1,048 iShares Russell 3000 ETF shares in Q3 2022, an estimated $228K.
  • Corient Capital Partners first reported a position in iShares Russell 3000 ETF in Q2 2022 and held it in 1 quarter.
  • Corient Capital Partners's iShares Russell 3000 ETF position peaked at $228K in Q2 2022.
  • 645 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.