Corient Private Wealth
IWO icon

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

Corient Private Wealth’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$76.1M Sell
242,597
-278,467
-53% -$92.6M 0.11% 173
2025
Q4 		$168M Buy
521,064
+315,387
+153% +$103M 0.11% 179
2025
Q3 		$65.8M Sell
205,677
-26,327
-11% -$7.94M 0.1% 192
2025
Q2 		$66.3M Sell
232,004
-165,176
-42% -$43.5M 0.09% 195
2025
Q1 		$101M Buy
397,180
+257,856
+185% +$72.8M 0.17% 135
2024
Q4 		$40.1M Sell
139,324
-8,039
-5% -$2.38M 0.07% 258
2024
Q3 		$41.8M Sell
147,363
-2,700
-2% -$740K 0.07% 269
2024
Q2 		$39.4M Buy
150,063
+1,887
+1% +$490K 0.07% 263
2024
Q1 		$40.1M Sell
148,176
-2,912
-2% -$744K 0.07% 262
2023
Q4 		$38.1M Sell
151,088
-307,201
-67% -$69.2M 0.07% 265
2023
Q3 		$67.3M Buy
458,289
+350,440
+325% +$83.9M 0.15% 149
2023
Q2 		$26.2M Sell
107,849
-20,659
-16% -$4.74M 0.06% 288
2023
Q1 		$29.1M Buy
128,508
+490
+0.4% +$112K 0.08% 242
2022
Q4 		$35M Buy
+128,018
New +$28M 0.13% 185

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Corient Private Wealth reduced its iShares Russell 2000 Growth ETF (IWO) stake by 53% in Q1 2026, selling an estimated $92.6M and leaving 242,597 shares worth $76.1M. The position accounts for 0.11% of the portfolio, ranked #173.

Corient Private Wealth first reported a position in IWO in Q4 2022 and has held it in 14 quarters since. The position peaked at $168M in Q4 2025. 1,019 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Corient Private Wealth held 242,597 shares of iShares Russell 2000 Growth ETF worth $76.1M as of Q1 2026.
  • Corient Private Wealth sold 278,467 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $92.6M.
  • iShares Russell 2000 Growth ETF made up 0.11% of Corient Private Wealth's portfolio in Q1 2026, its #173 holding.
  • Corient Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares Russell 2000 Growth ETF position peaked at $168M in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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