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 Q1	$1.4M	Sell	35,531 -35,531	-50%	-$1.33M	﹤0.01%	1457
2025 Q4	$2.41M	Buy	71,062 +52,965	+293%	+$1.74M	﹤0.01%	1427
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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Corient Private Wealth reduced its iShares US Telecommunications ETF (IYZ) stake by 50% in Q1 2026, selling an estimated $1.33M and leaving 35,531 shares worth $1.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

Corient Private Wealth first reported a position in IYZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.75M in Q1 2023. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

Corient Private Wealth held 35,531 shares of iShares US Telecommunications ETF worth $1.4M as of Q1 2026.
Corient Private Wealth sold 35,531 iShares US Telecommunications ETF shares in Q1 2026, an estimated $1.33M.
iShares US Telecommunications ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1457 holding.
Corient Private Wealth first reported a position in iShares US Telecommunications ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's iShares US Telecommunications ETF position peaked at $2.75M in Q1 2023.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

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