Corient Private Wealth
IWL icon

Corient Private Wealth’s iShares Russell Top 200 ETF IWL Stock Holding History

Corient Private Wealth’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$250K Sell
1,353
-1,273
-48% -$229K ﹤0.01% 2671
2026
Q1 		$421K Sell
2,626
-374
-12% -$63K ﹤0.01% 2122
2025
Q4 		$512K Buy
3,000
+1,353
+82% +$229K ﹤0.01% 1864
2025
Q3 		$274K Sell
1,647
-628
-28% -$99.9K ﹤0.01% 2180
2025
Q2 		$348K Hold
2,275
– – ﹤0.01% 1908
2025
Q1 		$313K Sell
2,275
-140
-6% -$20.3K ﹤0.01% 1833
2024
Q4 		$349K Sell
2,415
-1,709
-41% -$247K ﹤0.01% 1810
2024
Q3 		$579K Buy
4,124
+661
+19% +$89.6K ﹤0.01% 1660
2024
Q2 		$464K Hold
3,463
– – ﹤0.01% 1690
2024
Q1 		$440K Hold
3,463
– – ﹤0.01% 1702
2023
Q4 		$399K Hold
3,463
– – ﹤0.01% 1731
2023
Q3 		$358K Buy
3,463
+628
+22% +$67.4K ﹤0.01% 1657
2023
Q2 		$302K Hold
2,835
– – ﹤0.01% 1693
2023
Q1 		$276K Hold
2,835
– – ﹤0.01% 1652
2022
Q4 		$255K Buy
+2,835
New +$257K ﹤0.01% 1395

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Russell Top 200 ETF (IWL) stake by 48% in Q2 2026, selling an estimated $229K and leaving 1,353 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Corient Private Wealth first reported a position in IWL in Q4 2022 and has held it in 15 quarters since. The position peaked at $579K in Q3 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Corient Private Wealth held 1,353 shares of iShares Russell Top 200 ETF worth $250K as of Q2 2026.
  • Corient Private Wealth sold 1,273 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $229K.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2671 holding.
  • Corient Private Wealth first reported a position in iShares Russell Top 200 ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Russell Top 200 ETF position peaked at $579K in Q3 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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