Corient Private Wealth
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Corient Private Wealth’s iShares US Basic Materials ETF IYM Stock Holding History

Corient Private Wealth’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Sell
8,352
-166
-2% -$30.4K ﹤0.01% 1557
2026
Q1 		$1.48M Sell
8,518
-24,362
-74% -$4.26M ﹤0.01% 1419
2025
Q4 		$2.71M Buy
+32,880
New +$4.87M ﹤0.01% 1367
2025
Q3 		– Sell
-9,488
Closed -$1.33M – 2627
2025
Q2 		$1.33M Sell
9,488
-600
-6% -$79.7K ﹤0.01% 1226
2025
Q1 		$1.36M Sell
10,088
-219
-2% -$29.8K ﹤0.01% 1143
2024
Q4 		$1.34M Sell
10,307
-776
-7% -$112K ﹤0.01% 1178
2024
Q3 		$1.66M Buy
11,083
+285
+3% +$40.7K ﹤0.01% 1177
2024
Q2 		$1.51M Sell
10,798
-162
-1% -$23.3K ﹤0.01% 1157
2024
Q1 		$1.62M Sell
10,960
-116
-1% -$15.9K ﹤0.01% 1128
2023
Q4 		$1.53M Sell
11,076
-5
-0% -$642 ﹤0.01% 1123
2023
Q3 		$1.4M Sell
11,081
-300
-3% -$39.7K ﹤0.01% 1061
2023
Q2 		$1.51M Buy
11,381
+565
+5% +$72.8K ﹤0.01% 999
2023
Q1 		$1.43M Buy
10,816
+115
+1% +$15.3K ﹤0.01% 956
2022
Q4 		$1.34M Buy
+10,701
New +$1.32M ﹤0.01% 823

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $546M AUM 39.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Basic Materials ETF (IYM) stake by 1.9% in Q2 2026, selling an estimated $30.4K and leaving 8,352 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Corient Private Wealth first reported a position in IYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.71M in Q4 2025. 272 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

  • Corient Private Wealth held 8,352 shares of iShares US Basic Materials ETF worth $1.5M as of Q2 2026.
  • Corient Private Wealth sold 166 iShares US Basic Materials ETF shares in Q2 2026, an estimated $30.4K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1557 holding.
  • Corient Private Wealth first reported a position in iShares US Basic Materials ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares US Basic Materials ETF position peaked at $2.71M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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