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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
2026
Q1
$927K
Sell
13,737
-13,333
-49%
-$958K
﹤0.01%
1703
2025
Q4
$1.81M
Buy
27,070
+13,251
+96%
+$899K
﹤0.01%
1575
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
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DWM
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$11.5B AUM
15.23%
1-Year Est. Return
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$1.47T AUM
27.86%
1-Year Est. Return
OCA
OpenArc Corporate Advisory
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$6.98B AUM
SWP
Sagespring Wealth Partners
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$5.49B AUM
19.47%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SPIA
Steward Partners Investment Advisory
New York
$19.6B AUM
22.89%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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