Corient Private Wealth
IWV icon

Corient Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

Corient Private Wealth’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.2M Sell
216,236
-9,860
-4% -$4.06M 0.13% 157
2026
Q1 		$83M Buy
226,096
+1,979
+0.9% +$766K 0.12% 163
2025
Q4 		$85.6M Buy
224,117
+1,466
+0.7% +$563K 0.12% 172
2025
Q3 		$84.4M Buy
222,651
+5,058
+2% +$1.84M 0.13% 157
2025
Q2 		$28.9M Sell
217,593
-37,817
-15% -$12.3M 0.04% 324
2025
Q1 		$81.1M Buy
255,410
+9,375
+4% +$3.14M 0.13% 163
2024
Q4 		$81.5M Sell
246,035
-12,380
-5% -$4.17M 0.14% 161
2024
Q3 		$34M Buy
258,415
+48,049
+23% +$15.1M 0.05% 305
2024
Q2 		$64.9M Buy
210,366
+15,245
+8% +$4.55M 0.11% 183
2024
Q1 		$58.6M Buy
195,121
+2,057
+1% +$587K 0.1% 197
2023
Q4 		$52.8M Sell
193,064
-341,878
-64% -$87.2M 0.1% 211
2023
Q3 		$88.3M Buy
534,942
+347,103
+185% +$88.7M 0.2% 117
2023
Q2 		$47.8M Buy
187,839
+1,240
+0.7% +$298K 0.11% 190
2023
Q1 		$43.9M Sell
186,599
-31,380
-14% -$7.24M 0.12% 169
2022
Q4 		$48.1M Buy
+217,979
New +$48.4M 0.17% 139

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 4.4% in Q2 2026, selling an estimated $4.06M and leaving 216,236 shares worth $92.2M. The position accounts for 0.13% of the portfolio, ranked #157.

Corient Private Wealth first reported a position in IWV in Q4 2022 and has held it in 15 quarters since. 913 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Corient Private Wealth held 216,236 shares of iShares Russell 3000 ETF worth $92.2M as of Q2 2026.
  • Corient Private Wealth sold 9,860 iShares Russell 3000 ETF shares in Q2 2026, an estimated $4.06M.
  • iShares Russell 3000 ETF made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #157 holding.
  • Corient Private Wealth first reported a position in iShares Russell 3000 ETF in Q4 2022 and has held it in 15 quarters since.
  • 913 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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