Corient Private Wealth’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+2,371	New	+$208K	﹤0.01%	2764
2026 Q1	–	Sell	-2,628	Closed	-$244K	–	2924
2025 Q4	$244K	Buy	2,628 +90	+4%	+$8.03K	﹤0.01%	2318
2025 Q3	$228K	Sell	2,538 -25	-1%	-$2.2K	﹤0.01%	2294
2025 Q2	$219K	Sell	2,563 -548	-18%	-$43.5K	﹤0.01%	2183
2025 Q1	$244K	Sell	3,111 -619	-17%	-$49.9K	﹤0.01%	1960
2024 Q4	$290K	Buy	3,730 +33	+0.9%	+$2.54K	﹤0.01%	1911
2024 Q3	$263K	Buy	3,697 +589	+19%	+$40.5K	﹤0.01%	2074
2024 Q2	$203K	Hold	3,108	–	–	﹤0.01%	2113
2024 Q1	$206K	Buy	+3,108	New	+$193K	﹤0.01%	2084

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Corient Private Wealth opened a new position in iShares US Financial Services ETF (IYG) in Q2 2026: 2,371 shares worth $215K. The stake represents ﹤0.01% of the portfolio and ranks #2764 among its holdings. This is a return to the name: Corient Private Wealth previously reported a position in IYG as recently as Q4 2025.

Corient Private Wealth first reported a position in IYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $290K in Q4 2024. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Corient Private Wealth held 2,371 shares of iShares US Financial Services ETF worth $215K as of Q2 2026.
iShares US Financial Services ETF was a new Corient Private Wealth position in Q2 2026.
iShares US Financial Services ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2764 holding.
Corient Private Wealth first reported a position in iShares US Financial Services ETF in Q1 2024 and has held it in 9 quarters since.
Corient Private Wealth's iShares US Financial Services ETF position peaked at $290K in Q4 2024.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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