Corient Private Wealth
IWY icon

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
Q2 		$336K Sell
1,157
-1,013
-47% -$286K ﹤0.01% 2481
2026
Q1 		$510K Buy
2,170
+126
+6% +$33.4K ﹤0.01% 2023
2025
Q4 		$566K Sell
2,044
-9,079
-82% -$2.52M ﹤0.01% 1806
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 $29.1B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 47% in Q2 2026, selling an estimated $286K and leaving 1,157 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Corient Private Wealth first reported a position in IWY in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.37M in Q3 2024. 684 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

  • Corient Private Wealth held 1,157 shares of iShares Russell Top 200 Growth ETF worth $336K as of Q2 2026.
  • Corient Private Wealth sold 1,013 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $286K.
  • iShares Russell Top 200 Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2481 holding.
  • Corient Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $3.37M in Q3 2024.
  • 684 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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