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
Q1 		$678K Sell
4,276
-3,072
-42% -$508K ﹤0.01% 1864
2025
Q4 		$1.22M Buy
7,348
+4,225
+135% +$695K ﹤0.01% 1782
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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares Dow Jones US ETF (IYY) stake by 42% in Q1 2026, selling an estimated $508K and leaving 4,276 shares worth $678K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Corient Private Wealth first reported a position in IYY in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.22M in Q4 2025. 276 funds tracked by Wall St. Rank hold IYY as of Q1 2026.

  • Corient Private Wealth held 4,276 shares of iShares Dow Jones US ETF worth $678K as of Q1 2026.
  • Corient Private Wealth sold 3,072 iShares Dow Jones US ETF shares in Q1 2026, an estimated $508K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1864 holding.
  • Corient Private Wealth first reported a position in iShares Dow Jones US ETF in Q1 2023 and has held it in 13 quarters since.
  • Corient Private Wealth's iShares Dow Jones US ETF position peaked at $1.22M in Q4 2025.
  • 276 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2026.

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