Corient Private Wealth
IYW icon

Corient Private Wealth’s iShares US Technology ETF IYW Stock Holding History

Corient Private Wealth’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.4M Sell
91,378
-96,126
-51% -$18.6M 0.02% 450
2025
Q4 		$37.4M Buy
187,504
+97,892
+109% +$19.6M 0.03% 423
2025
Q3 		$17.6M Buy
89,612
+8,443
+10% +$1.54M 0.03% 416
2025
Q2 		$14.1M Sell
81,169
-185
-0.2% -$28K 0.02% 450
2025
Q1 		$11.4M Buy
81,354
+917
+1% +$143K 0.02% 494
2024
Q4 		$12.8M Sell
80,437
-17,769
-18% -$2.81M 0.02% 461
2024
Q3 		$14.9M Buy
98,206
+20,407
+26% +$3M 0.02% 469
2024
Q2 		$11.7M Buy
77,799
+3,742
+5% +$517K 0.02% 491
2024
Q1 		$10M Buy
74,057
+3,669
+5% +$478K 0.02% 523
2023
Q4 		$8.64M Sell
70,388
-279
-0.4% -$31.6K 0.02% 550
2023
Q3 		$7.41M Buy
70,667
+11,193
+19% +$1.22M 0.02% 549
2023
Q2 		$6.47M Sell
59,474
-10,430
-15% -$1.02M 0.01% 563
2023
Q1 		$6.49M Buy
69,904
+4,594
+7% +$386K 0.02% 522
2022
Q4 		$4.86M Buy
+65,310
New +$5M 0.02% 512

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Technology ETF (IYW) stake by 51% in Q1 2026, selling an estimated $18.6M and leaving 91,378 shares worth $16.4M. The position accounts for 0.02% of the portfolio, ranked #450.

Corient Private Wealth first reported a position in IYW in Q4 2022 and has held it in 14 quarters since. The position peaked at $37.4M in Q4 2025. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

  • Corient Private Wealth held 91,378 shares of iShares US Technology ETF worth $16.4M as of Q1 2026.
  • Corient Private Wealth sold 96,126 iShares US Technology ETF shares in Q1 2026, an estimated $18.6M.
  • iShares US Technology ETF made up 0.02% of Corient Private Wealth's portfolio in Q1 2026, its #450 holding.
  • Corient Private Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's iShares US Technology ETF position peaked at $37.4M in Q4 2025.
  • 1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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