Corient Private Wealth
IVW icon

Corient Private Wealth’s iShares S&P 500 Growth ETF IVW Stock Holding History

Corient Private Wealth’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$39.3M Sell
285,498
-60,841
-18% -$8.03M 0.05% 283
2026
Q1 		$37.4M Buy
346,339
+2,012
+0.6% +$242K 0.05% 283
2025
Q4 		$42.4M Buy
344,327
+40,192
+13% +$4.92M 0.06% 268
2025
Q3 		$36.7M Buy
304,135
+29,011
+11% +$3.34M 0.06% 280
2025
Q2 		$30.2M Sell
275,124
-234,710
-46% -$23.2M 0.04% 309
2025
Q1 		$47.3M Buy
509,834
+240,602
+89% +$24.3M 0.08% 229
2024
Q4 		$24.4M Sell
269,232
-15,363
-5% -$1.53M 0.04% 356
2024
Q3 		$27.2M Buy
284,595
+22,802
+9% +$2.11M 0.04% 366
2024
Q2 		$24.3M Sell
261,793
-2,532
-1% -$218K 0.04% 351
2024
Q1 		$22.3M Buy
264,325
+9,900
+4% +$795K 0.04% 363
2023
Q4 		$19.1M Sell
254,425
-320,614
-56% -$22.8M 0.04% 393
2023
Q3 		$58.8M Buy
575,039
+407,453
+243% +$28.8M 0.14% 167
2023
Q2 		$11.8M Buy
167,586
+59,617
+55% +$3.94M 0.03% 447
2023
Q1 		$6.9M Buy
107,969
+18,655
+21% +$1.14M 0.02% 504
2022
Q4 		$5.22M Buy
+89,314
New +$5.36M 0.02% 495

Other funds holding IVW

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Corient Private Wealth's IVW Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares S&P 500 Growth ETF (IVW) stake by 18% in Q2 2026, selling an estimated $8.03M and leaving 285,498 shares worth $39.3M. The position accounts for 0.05% of the portfolio, ranked #283.

Corient Private Wealth first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. The position peaked at $58.8M in Q3 2023. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Corient Private Wealth held 285,498 shares of iShares S&P 500 Growth ETF worth $39.3M as of Q2 2026.
  • Corient Private Wealth sold 60,841 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $8.03M.
  • iShares S&P 500 Growth ETF made up 0.05% of Corient Private Wealth's portfolio in Q2 2026, its #283 holding.
  • Corient Private Wealth first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares S&P 500 Growth ETF position peaked at $58.8M in Q3 2023.
  • 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.