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

Corient Private Wealth’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113M	Sell	906,876 -1,799,552	-66%	-$217M	0.15%	137
2026 Q1	$286M	Sell	2,706,428 -3,368,944	-55%	-$382M	0.41%	46
2025 Q4	$670M	Buy	6,075,372 +3,219,952	+113%	+$381M	0.45%	38
2025 Q3	$334M	Buy	2,855,420 +86,316	+3%	+$9.61M	0.53%	35
2025 Q2	$294M	Sell	2,769,104 -3,283,800	-54%	-$314M	0.39%	46
2025 Q1	$546M	Buy	6,052,904 +2,955,000	+95%	+$292M	0.89%	18
2024 Q4	$308M	Buy	3,097,904 +3,384	+0.1%	+$333K	0.51%	38
2024 Q3	$290M	Sell	3,094,520 -53,160	-2%	-$4.82M	0.45%	41
2024 Q2	$287M	Buy	3,147,680 +23,768	+0.8%	+$2.03M	0.5%	38
2024 Q1	$263M	Sell	3,123,912 -59,404	-2%	-$4.79M	0.47%	41
2023 Q4	$241M	Sell	3,183,316 -1,355,776	-30%	-$95.9M	0.44%	43
2023 Q3	$252M	Buy	4,539,092 +1,354,144	+43%	+$93.5M	0.58%	33
2023 Q2	$219M	Sell	3,184,948 -46,440	-1%	-$2.95M	0.51%	40
2023 Q1	$197M	Sell	3,231,388 -2,165,200	-40%	-$125M	0.53%	41
2022 Q4	$228M	Buy	+5,396,588	New	+$297M	0.83%	23

Other funds holding IWF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Corient Private Wealth reduced its iShares Russell 1000 Growth ETF (IWF) stake by 66% in Q2 2026, selling an estimated $217M and leaving 906,876 shares worth $113M. The position accounts for 0.15% of the portfolio, ranked #137.

Corient Private Wealth first reported a position in IWF in Q4 2022 and has held it in 15 quarters since. The position peaked at $670M in Q4 2025. 2,491 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Corient Private Wealth held 906,876 shares of iShares Russell 1000 Growth ETF worth $113M as of Q2 2026.
Corient Private Wealth sold 1,799,552 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $217M.
iShares Russell 1000 Growth ETF made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #137 holding.
Corient Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Russell 1000 Growth ETF position peaked at $670M in Q4 2025.
2,491 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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