Corient Private Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$857K	Sell	11,794 -1,943	-14%	-$139K	﹤0.01%	1905
2026 Q1	$927K	Buy	13,737 +202	+1%	+$14.5K	﹤0.01%	1703
2025 Q4	$906K	Sell	13,535 -284	-2%	-$19.3K	﹤0.01%	1561
2025 Q3	$945K	Sell	13,819 -4,190	-23%	-$292K	﹤0.01%	1457
2025 Q2	$1.27M	Buy	18,009 +5,447	+43%	+$384K	﹤0.01%	1252
2025 Q1	$899K	Sell	12,562 -4,233	-25%	-$287K	﹤0.01%	1318
2024 Q4	$839K	Sell	16,795 -913	-5%	-$62.7K	﹤0.01%	1381
2024 Q3	$1.25M	Sell	17,708 -331	-2%	-$22.8K	﹤0.01%	1301
2024 Q2	$1.19M	Buy	18,039 +518	+3%	+$34.4K	﹤0.01%	1257
2024 Q1	$1.18M	Buy	17,521 +1,189	+7%	+$77.5K	﹤0.01%	1254
2023 Q4	$1.04M	Sell	16,332 -2,946	-15%	-$183K	﹤0.01%	1273
2023 Q3	$1.2M	Buy	19,278 +11,583	+151%	+$765K	﹤0.01%	1131
2023 Q2	$514K	Buy	+7,695	New	+$516K	﹤0.01%	1439

Other funds holding IYK

DWM

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Consumer Staples ETF (IYK) stake by 14% in Q2 2026, selling an estimated $139K and leaving 11,794 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

Corient Private Wealth first reported a position in IYK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.27M in Q2 2025. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

Corient Private Wealth held 11,794 shares of iShares US Consumer Staples ETF worth $857K as of Q2 2026.
Corient Private Wealth sold 1,943 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $139K.
iShares US Consumer Staples ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1905 holding.
Corient Private Wealth first reported a position in iShares US Consumer Staples ETF in Q2 2023 and has held it in 13 quarters since.
Corient Private Wealth's iShares US Consumer Staples ETF position peaked at $1.27M in Q2 2025.
286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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