Corient Private Wealth’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$471K	Sell	3,420 -3,836	-53%	-$594K	﹤0.01%	2061
2025 Q4	$1.08M	Sell	7,256 -1,057	-13%	-$154K	﹤0.01%	1846
2025 Q3	$1.21M	Sell	8,313 -953	-10%	-$138K	﹤0.01%	1336
2025 Q2	$1.32M	Buy	9,266 +5,865	+172%	+$781K	﹤0.01%	1230
2025 Q1	$443K	Buy	3,401 +1,138	+50%	+$154K	﹤0.01%	1654
2024 Q4	$302K	Sell	2,263 -2,345	-51%	-$323K	﹤0.01%	1889
2024 Q3	$616K	Sell	4,608 -340	-7%	-$42.7K	﹤0.01%	1623
2024 Q2	$591K	Buy	4,948 +79	+2%	+$9.63K	﹤0.01%	1557
2024 Q1	$612K	Buy	4,869 +1,199	+33%	+$142K	﹤0.01%	1524
2023 Q4	$420K	Buy	+3,670	New	+$384K	﹤0.01%	1695
2023 Q3	–	Sell	-2,725	Closed	-$289K	–	2192
2023 Q2	$289K	Sell	2,725 -407	-13%	-$40.7K	﹤0.01%	1717
2023 Q1	$314K	Buy	+3,132	New	+$313K	﹤0.01%	1589

Other funds holding IYJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Industrials ETF (IYJ) stake by 53% in Q1 2026, selling an estimated $594K and leaving 3,420 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Corient Private Wealth first reported a position in IYJ in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q2 2025. 329 funds tracked by Wall St. Rank hold IYJ as of Q1 2026.

Corient Private Wealth held 3,420 shares of iShares US Industrials ETF worth $471K as of Q1 2026.
Corient Private Wealth sold 3,836 iShares US Industrials ETF shares in Q1 2026, an estimated $594K.
iShares US Industrials ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2061 holding.
Corient Private Wealth first reported a position in iShares US Industrials ETF in Q1 2023 and has held it in 12 quarters since.
Corient Private Wealth's iShares US Industrials ETF position peaked at $1.32M in Q2 2025.
329 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2026.

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