Corient Private Wealth
IWB icon

Corient Private Wealth’s iShares Russell 1000 ETF IWB Stock Holding History

Corient Private Wealth’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.7M Buy
184,908
+5,434
+3% +$2.15M 0.1% 179
2026
Q1 		$61.3M Buy
179,474
+2,991
+2% +$1.11M 0.09% 208
2025
Q4 		$65.8M Buy
176,483
+32,054
+22% +$11.9M 0.09% 202
2025
Q3 		$52.6M Buy
144,429
+8,892
+7% +$3.13M 0.08% 221
2025
Q2 		$46M Sell
135,537
-147,563
-52% -$46.3M 0.06% 244
2025
Q1 		$86.8M Buy
283,100
+138,257
+95% +$44.7M 0.14% 155
2024
Q4 		$46.4M Sell
144,843
-24,358
-14% -$7.89M 0.08% 236
2024
Q3 		$47.9M Buy
169,201
+3,589
+2% +$1.09M 0.07% 245
2024
Q2 		$49.3M Buy
165,612
+106
+0.1% +$30.4K 0.09% 223
2024
Q1 		$47.7M Sell
165,506
-438
-0.3% -$120K 0.08% 226
2023
Q4 		$43.5M Buy
165,944
+3,766
+2% +$922K 0.08% 238
2023
Q3 		$38.1M Buy
162,178
+3,510
+2% +$859K 0.09% 241
2023
Q2 		$38.7M Buy
158,668
+2,599
+2% +$599K 0.09% 226
2023
Q1 		$35.2M Sell
156,069
-12,758
-8% -$2.81M 0.09% 208
2022
Q4 		$36.6M Buy
+168,827
New +$35.7M 0.13% 175

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Corient Private Wealth increased its iShares Russell 1000 ETF (IWB) stake by 3% in Q2 2026, buying an estimated $2.15M and bringing the position to 184,908 shares worth $75.7M. The position accounts for 0.1% of the portfolio, ranked #179.

Corient Private Wealth first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $86.8M in Q1 2025. 1,551 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Corient Private Wealth held 184,908 shares of iShares Russell 1000 ETF worth $75.7M as of Q2 2026.
  • Corient Private Wealth bought 5,434 iShares Russell 1000 ETF shares in Q2 2026, an estimated $2.15M.
  • iShares Russell 1000 ETF made up 0.1% of Corient Private Wealth's portfolio in Q2 2026, its #179 holding.
  • Corient Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Russell 1000 ETF position peaked at $86.8M in Q1 2025.
  • 1,551 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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