Corient Private Wealth
IYH icon

Corient Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Corient Private Wealth’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.57M Sell
26,312
-27,016
-51% -$1.75M ﹤0.01% 1393
2025
Q4 		$3.47M Buy
53,328
+20,012
+60% +$1.26M ﹤0.01% 1236
2025
Q3 		$1.96M Sell
33,316
-6,864
-17% -$391K ﹤0.01% 1074
2025
Q2 		$2.27M Buy
40,180
+29,110
+263% +$1.64M ﹤0.01% 986
2025
Q1 		$674K Sell
11,070
-10,794
-49% -$660K ﹤0.01% 1459
2024
Q4 		$702K Buy
21,864
+52
+0.2% +$3.21K ﹤0.01% 1459
2024
Q3 		$1.42M Sell
21,812
-4,355
-17% -$278K ﹤0.01% 1247
2024
Q2 		$1.6M Sell
26,167
-2,254
-8% -$136K ﹤0.01% 1129
2024
Q1 		$1.76M Buy
28,421
+1,256
+5% +$75.5K ﹤0.01% 1081
2023
Q4 		$1.55M Buy
27,165
+3,080
+13% +$168K ﹤0.01% 1116
2023
Q3 		$1.3M Buy
24,085
+1,105
+5% +$61.8K ﹤0.01% 1097
2023
Q2 		$1.29M Buy
22,980
+5,185
+29% +$288K ﹤0.01% 1065
2023
Q1 		$972K Buy
17,795
+4,260
+31% +$234K ﹤0.01% 1097
2022
Q4 		$787K Buy
+13,535
New +$747K ﹤0.01% 984

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Healthcare ETF (IYH) stake by 51% in Q1 2026, selling an estimated $1.75M and leaving 26,312 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Corient Private Wealth first reported a position in IYH in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.47M in Q4 2025. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Corient Private Wealth held 26,312 shares of iShares US Healthcare ETF worth $1.57M as of Q1 2026.
  • Corient Private Wealth sold 27,016 iShares US Healthcare ETF shares in Q1 2026, an estimated $1.75M.
  • iShares US Healthcare ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1393 holding.
  • Corient Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares US Healthcare ETF position peaked at $3.47M in Q4 2025.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

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