Corient Private Wealth’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$157M	Buy	524,135 +23,954	+5%	+$6.73M	0.22%	90
2026 Q1	$123M	Sell	500,181 -90,993	-15%	-$23.5M	0.18%	119
2025 Q4	$146M	Buy	591,174 +42,736	+8%	+$10.5M	0.2%	110
2025 Q3	$133M	Sell	548,438 -1,302,565	-70%	-$299M	0.21%	100
2025 Q2	$399M	Buy	1,851,003 +861,459	+87%	+$173M	0.53%	28
2025 Q1	$197M	Buy	989,544 +653,197	+194%	+$142M	0.32%	64
2024 Q4	$67.4M	Sell	336,347 -38,027	-10%	-$8.67M	0.11%	181
2024 Q3	$82.3M	Buy	374,374 +77,532	+26%	+$16.6M	0.13%	162
2024 Q2	$60.2M	Buy	296,842 +7,850	+3%	+$1.59M	0.1%	200
2024 Q1	$60.8M	Sell	288,992 -31,997	-10%	-$6.38M	0.11%	193
2023 Q4	$64.4M	Sell	320,989 -274,190	-46%	-$49.1M	0.12%	178
2023 Q3	$86.5M	Buy	595,179 +357,120	+150%	+$67M	0.2%	120
2023 Q2	$44.6M	Buy	238,059 +40,689	+21%	+$7.25M	0.1%	208
2023 Q1	$35.2M	Buy	197,370 +28,609	+17%	+$5.27M	0.09%	206
2022 Q4	$28.2M	Buy	+168,761	New	+$30M	0.1%	214

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Corient Private Wealth increased its iShares Russell 2000 ETF (IWM) stake by 4.8% in Q2 2026, buying an estimated $6.73M and bringing the position to 524,135 shares worth $157M. The position accounts for 0.22% of the portfolio, ranked #90.

Corient Private Wealth first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $399M in Q2 2025. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Corient Private Wealth held 524,135 shares of iShares Russell 2000 ETF worth $157M as of Q2 2026.
Corient Private Wealth bought 23,954 iShares Russell 2000 ETF shares in Q2 2026, an estimated $6.73M.
iShares Russell 2000 ETF made up 0.22% of Corient Private Wealth's portfolio in Q2 2026, its #90 holding.
Corient Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Corient Private Wealth's iShares Russell 2000 ETF position peaked at $399M in Q2 2025.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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