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 Q2	$22.4M	Sell	88,630 -2,748	-3%	-$631K	0.03%	386
2026 Q1	$16.4M	Sell	91,378 -2,374	-3%	-$459K	0.02%	450
2025 Q4	$18.7M	Buy	93,752 +4,140	+5%	+$828K	0.03%	418
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 New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Technology ETF (IYW) stake by 3% in Q2 2026, selling an estimated $631K and leaving 88,630 shares worth $22.4M. The position accounts for 0.03% of the portfolio, ranked #386.

Corient Private Wealth first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Corient Private Wealth held 88,630 shares of iShares US Technology ETF worth $22.4M as of Q2 2026.
Corient Private Wealth sold 2,748 iShares US Technology ETF shares in Q2 2026, an estimated $631K.
iShares US Technology ETF made up 0.03% of Corient Private Wealth's portfolio in Q2 2026, its #386 holding.
Corient Private Wealth first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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