Corient Private Wealth
IYZ icon

Corient Private Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Corient Private Wealth’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Hold
35,531
– – ﹤0.01% 1563
2026
Q1 		$1.4M Hold
35,531
– – ﹤0.01% 1457
2025
Q4 		$1.2M Buy
35,531
+17,434
+96% +$572K ﹤0.01% 1410
2025
Q3 		$584K Sell
18,097
-17,215
-49% -$530K ﹤0.01% 1710
2025
Q2 		$1.05M Buy
35,312
+1,212
+4% +$33.3K ﹤0.01% 1341
2025
Q1 		$934K Sell
34,100
-2,976
-8% -$82.2K ﹤0.01% 1305
2024
Q4 		$995K Buy
37,076
+1,652
+5% +$44.1K ﹤0.01% 1322
2024
Q3 		$895K Sell
35,424
-361
-1% -$8.31K ﹤0.01% 1450
2024
Q2 		$777K Sell
35,785
-13,322
-27% -$282K ﹤0.01% 1432
2024
Q1 		$1.08M Buy
49,107
+4,413
+10% +$99K ﹤0.01% 1293
2023
Q4 		$1.02M Sell
44,694
-34,433
-44% -$738K ﹤0.01% 1279
2023
Q3 		$1.69M Sell
79,127
-172
-0.2% -$3.8K ﹤0.01% 980
2023
Q2 		$1.75M Sell
79,299
-39,366
-33% -$860K ﹤0.01% 943
2023
Q1 		$2.75M Buy
118,665
+63,154
+114% +$1.47M 0.01% 751
2022
Q4 		$1.25M Buy
+55,511
New +$1.24M ﹤0.01% 848

Other funds holding IYZ

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Corient Private Wealth held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 35,531 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

Corient Private Wealth first reported a position in IYZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.75M in Q1 2023. 211 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

  • Corient Private Wealth held 35,531 shares of iShares US Telecommunications ETF worth $1.5M as of Q2 2026.
  • Corient Private Wealth left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
  • iShares US Telecommunications ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1563 holding.
  • Corient Private Wealth first reported a position in iShares US Telecommunications ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares US Telecommunications ETF position peaked at $2.75M in Q1 2023.
  • 211 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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