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
Q1 		$61.3M Sell
179,474
-194,954
-52% -$72.6M 0.09% 208
2025
Q4 		$111M Buy
374,428
+229,999
+159% +$85.2M 0.07% 228
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Corient Private Wealth's IWB Position: Q1 2026 in Review

Corient Private Wealth reduced its iShares Russell 1000 ETF (IWB) stake by 52% in Q1 2026, selling an estimated $72.6M and leaving 179,474 shares worth $61.3M. The position accounts for 0.09% of the portfolio, ranked #208.

Corient Private Wealth first reported a position in IWB in Q4 2022 and has held it in 14 quarters since. The position peaked at $111M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Corient Private Wealth held 179,474 shares of iShares Russell 1000 ETF worth $61.3M as of Q1 2026.
  • Corient Private Wealth sold 194,954 iShares Russell 1000 ETF shares in Q1 2026, an estimated $72.6M.
  • iShares Russell 1000 ETF made up 0.09% of Corient Private Wealth's portfolio in Q1 2026, its #208 holding.
  • Corient Private Wealth first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Russell 1000 ETF position peaked at $111M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.