Corient Private Wealth
IWR icon

Corient Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Corient Private Wealth’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$59.3M Buy
537,202
+48,735
+10% +$5.13M 0.08% 216
2026
Q1 		$46.8M Sell
488,467
-90,933
-16% -$9.08M 0.07% 246
2025
Q4 		$55.9M Buy
579,400
+204,722
+55% +$19.7M 0.08% 221
2025
Q3 		$36.2M Sell
374,678
-47,053
-11% -$4.46M 0.06% 286
2025
Q2 		$38.8M Sell
421,731
-462,691
-52% -$40M 0.05% 274
2025
Q1 		$75.2M Buy
884,422
+448,461
+103% +$40M 0.12% 173
2024
Q4 		$38.5M Sell
435,961
-7,516
-2% -$682K 0.06% 266
2024
Q3 		$39.1M Sell
443,477
-452
-0.1% -$38.1K 0.06% 283
2024
Q2 		$36M Buy
443,929
+24,314
+6% +$1.98M 0.06% 282
2024
Q1 		$35.3M Sell
419,615
-405
-0.1% -$32.1K 0.06% 286
2023
Q4 		$32.6M Sell
420,020
-245,315
-37% -$17.4M 0.06% 295
2023
Q3 		$65.2M Buy
665,335
+352,310
+113% +$25.7M 0.15% 152
2023
Q2 		$22.9M Buy
313,025
+5,842
+2% +$406K 0.05% 309
2023
Q1 		$21.5M Buy
307,183
+44,098
+17% +$3.11M 0.06% 293
2022
Q4 		$17.9M Buy
+263,085
New +$17.7M 0.07% 282

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Corient Private Wealth increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q2 2026, buying an estimated $5.13M and bringing the position to 537,202 shares worth $59.3M. The position accounts for 0.08% of the portfolio, ranked #216.

Corient Private Wealth first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.2M in Q1 2025. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Corient Private Wealth held 537,202 shares of iShares Russell Mid-Cap ETF worth $59.3M as of Q2 2026.
  • Corient Private Wealth bought 48,735 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $5.13M.
  • iShares Russell Mid-Cap ETF made up 0.08% of Corient Private Wealth's portfolio in Q2 2026, its #216 holding.
  • Corient Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Russell Mid-Cap ETF position peaked at $75.2M in Q1 2025.
  • 1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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