Corient Private Wealth
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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
Q1 		$123M Sell
500,181
-808,241
-62% -$208M 0.18% 119
2025
Q4 		$288M Buy
1,308,422
+759,984
+139% +$187M 0.19% 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Russell 2000 ETF (IWM) stake by 62% in Q1 2026, selling an estimated $208M and leaving 500,181 shares worth $123M. The position accounts for 0.18% of the portfolio, ranked #119.

Corient Private Wealth first reported a position in IWM in Q4 2022 and has held it in 14 quarters since. The position peaked at $399M in Q2 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Corient Private Wealth held 500,181 shares of iShares Russell 2000 ETF worth $123M as of Q1 2026.
  • Corient Private Wealth sold 808,241 iShares Russell 2000 ETF shares in Q1 2026, an estimated $208M.
  • iShares Russell 2000 ETF made up 0.18% of Corient Private Wealth's portfolio in Q1 2026, its #119 holding.
  • Corient Private Wealth first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Russell 2000 ETF position peaked at $399M in Q2 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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