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
Q2 		$1.86M Buy
27,762
+1,450
+6% +$90.7K ﹤0.01% 1436
2026
Q1 		$1.57M Sell
26,312
-1,352
-5% -$87.4K ﹤0.01% 1393
2025
Q4 		$1.8M Sell
27,664
-5,652
-17% -$357K ﹤0.01% 1210
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 $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Corient Private Wealth increased its iShares US Healthcare ETF (IYH) stake by 5.5% in Q2 2026, buying an estimated $90.7K and bringing the position to 27,762 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Corient Private Wealth first reported a position in IYH in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.27M in Q2 2025. 532 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Corient Private Wealth held 27,762 shares of iShares US Healthcare ETF worth $1.86M as of Q2 2026.
  • Corient Private Wealth bought 1,450 iShares US Healthcare ETF shares in Q2 2026, an estimated $90.7K.
  • iShares US Healthcare ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1436 holding.
  • Corient Private Wealth first reported a position in iShares US Healthcare ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares US Healthcare ETF position peaked at $2.27M in Q2 2025.
  • 532 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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