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
Q2 		$1.64M Sell
12,864
-3,081
-19% -$382K ﹤0.01% 1513
2026
Q1 		$1.46M Sell
15,945
-43
-0.3% -$5.34K ﹤0.01% 1431
2025
Q4 		$2.06M Sell
15,988
-13,757
-46% -$1.72M ﹤0.01% 1139
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Financials ETF (IYF) stake by 19% in Q2 2026, selling an estimated $382K and leaving 12,864 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Corient Private Wealth first reported a position in IYF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.77M in Q3 2025. 462 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Corient Private Wealth held 12,864 shares of iShares US Financials ETF worth $1.64M as of Q2 2026.
  • Corient Private Wealth sold 3,081 iShares US Financials ETF shares in Q2 2026, an estimated $382K.
  • iShares US Financials ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1513 holding.
  • Corient Private Wealth first reported a position in iShares US Financials ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares US Financials ETF position peaked at $3.77M in Q3 2025.
  • 462 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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