Corient Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$510K	Sell	2,170 -1,887	-47%	-$500K	﹤0.01%	2023
2025 Q4	$1.12M	Sell	4,057 -7,066	-64%	-$1.96M	﹤0.01%	1822
2025 Q3	$3.04M	Sell	11,123 -887	-7%	-$229K	﹤0.01%	895
2025 Q2	$2.96M	Buy	12,010 +5,919	+97%	+$1.32M	﹤0.01%	877
2025 Q1	$1.28M	Sell	6,091 -6,314	-51%	-$1.45M	﹤0.01%	1172
2024 Q4	$1.4M	Sell	12,405 -2,892	-19%	-$664K	﹤0.01%	1154
2024 Q3	$3.37M	Buy	15,297 +1,403	+10%	+$299K	0.01%	882
2024 Q2	$2.98M	Buy	13,894 +9	+0.1%	+$1.79K	0.01%	871
2024 Q1	$2.71M	Buy	13,885 +12	+0.1%	+$2.24K	﹤0.01%	894
2023 Q4	$2.43M	Buy	13,873 +4,368	+46%	+$717K	﹤0.01%	918
2023 Q3	$1.46M	Buy	9,505 +1,999	+27%	+$319K	﹤0.01%	1047
2023 Q2	$1.19M	Sell	7,506 -1,643	-18%	-$240K	﹤0.01%	1088
2023 Q1	$1.27M	Buy	9,149 +459	+5%	+$59.6K	﹤0.01%	999
2022 Q4	$1.05M	Buy	+8,690	New	+$1.08M	﹤0.01%	898

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 47% in Q1 2026, selling an estimated $500K and leaving 2,170 shares worth $510K. The position accounts for ﹤0.01% of the portfolio, ranked #2023.

Corient Private Wealth first reported a position in IWY in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.37M in Q3 2024. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

Corient Private Wealth held 2,170 shares of iShares Russell Top 200 Growth ETF worth $510K as of Q1 2026.
Corient Private Wealth sold 1,887 iShares Russell Top 200 Growth ETF shares in Q1 2026, an estimated $500K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2023 holding.
Corient Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $3.37M in Q3 2024.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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