Corient Private Wealth
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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
2025
Q2 		$1.27M Buy
2025
Q1 		$899K Sell
2024
Q4 		$839K Sell
2024
Q3 		$1.25M Sell
2024
Q2 		$1.19M Buy
2024
Q1 		$1.18M Buy
2023
Q4 		$1.04M Sell
2023
Q3 		$1.2M Buy
2023
Q2 		$514K Buy