Corient Private Wealth
IYF icon

Corient Private Wealth’s iShares US Financials ETF IYF Stock Holding History

Corient Private Wealth’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Sell
15,945
-15,949
-50% -$1.98M ﹤0.01% 1431
2025
Q4 		$4.11M Buy
31,894
+2,149
+7% +$269K ﹤0.01% 1153
2025
Q3 		$3.77M Buy
29,745
+98
+0.3% +$12.1K 0.01% 816
2025
Q2 		$3.59M Buy
29,647
+21,213
+252% +$2.39M ﹤0.01% 807
2025
Q1 		$952K Sell
8,434
-9,535
-53% -$1.09M ﹤0.01% 1299
2024
Q4 		$1.44M Sell
17,969
-2,313
-11% -$258K ﹤0.01% 1139
2024
Q3 		$2.11M Buy
20,282
+886
+5% +$88.9K ﹤0.01% 1071
2024
Q2 		$1.84M Sell
19,396
-796
-4% -$74.5K ﹤0.01% 1059
2024
Q1 		$1.93M Buy
20,192
+1,432
+8% +$128K ﹤0.01% 1034
2023
Q4 		$1.6M Buy
18,760
+2,219
+13% +$173K ﹤0.01% 1104
2023
Q3 		$1.24M Buy
16,541
+3,426
+26% +$264K ﹤0.01% 1118
2023
Q2 		$979K Sell
13,115
-1,617
-11% -$117K ﹤0.01% 1160
2023
Q1 		$1.05M Buy
14,732
+3,196
+28% +$246K ﹤0.01% 1066
2022
Q4 		$871K Buy
+11,536
New +$865K ﹤0.01% 958

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Financials ETF (IYF) stake by 50% in Q1 2026, selling an estimated $1.98M and leaving 15,945 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Corient Private Wealth first reported a position in IYF in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.11M in Q4 2025. 465 funds tracked by Wall St. Rank hold IYF as of Q1 2026.

  • Corient Private Wealth held 15,945 shares of iShares US Financials ETF worth $1.46M as of Q1 2026.
  • Corient Private Wealth sold 15,949 iShares US Financials ETF shares in Q1 2026, an estimated $1.98M.
  • iShares US Financials ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1431 holding.
  • Corient Private Wealth first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares US Financials ETF position peaked at $4.11M in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2026.

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