Corient Private Wealth
IYY icon

Corient Private Wealth’s iShares Dow Jones US ETF IYY Stock Holding History

Corient Private Wealth’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-4,276
Closed -$678K – 3149
2026
Q1 		$678K Buy
4,276
+52
+1% +$8.6K ﹤0.01% 1864
2025
Q4 		$700K Buy
4,224
+1,101
+35% +$181K ﹤0.01% 1692
2025
Q3 		$507K Sell
3,123
-1,041
-25% -$163K ﹤0.01% 1781
2025
Q2 		$628K Buy
4,164
+14
+0.3% +$1.95K ﹤0.01% 1583
2025
Q1 		$565K Buy
4,150
+5
+0.1% +$717 ﹤0.01% 1543
2024
Q4 		$593K Sell
4,145
-770
-16% -$111K ﹤0.01% 1525
2024
Q3 		$686K Buy
4,915
+772
+19% +$104K ﹤0.01% 1580
2024
Q2 		$548K Buy
4,143
+99
+2% +$12.6K ﹤0.01% 1591
2024
Q1 		$518K Sell
4,044
-299
-7% -$36.4K ﹤0.01% 1609
2023
Q4 		$506K Buy
4,343
+2
+0% +$217 ﹤0.01% 1603
2023
Q3 		$454K Hold
4,341
– – ﹤0.01% 1551
2023
Q2 		$470K Buy
4,341
+1,934
+80% +$198K ﹤0.01% 1482
2023
Q1 		$241K Buy
+2,407
New +$235K ﹤0.01% 1709

Other funds holding IYY

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Corient Private Wealth sold out of iShares Dow Jones US ETF (IYY) in Q2 2026, closing a stake of 4,276 shares — an estimated $678K sold.

Corient Private Wealth first reported a position in IYY in Q1 2023 and held it in 13 quarters. The position peaked at $700K in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Corient Private Wealth reported no remaining iShares Dow Jones US ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 4,276 iShares Dow Jones US ETF shares in Q2 2026, an estimated $678K.
  • Corient Private Wealth first reported a position in iShares Dow Jones US ETF in Q1 2023 and held it in 13 quarters.
  • Corient Private Wealth's iShares Dow Jones US ETF position peaked at $700K in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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