West Wealth Group
CORO icon

West Wealth Group’s iShares International Country Rotation Active ETF CORO Stock Holding History

West Wealth Group’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55.4M Buy
1,523,714
+102,610
+7% +$3.74M 8.59% 4
2026
Q2 		$52M Buy
1,421,104
+78,747
+6% +$2.78M 8.51% 4
2026
Q1 		$43.2M Buy
+1,342,357
New +$44.2M 8.53% 3

Other funds holding CORO

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

West Wealth Group's CORO Position: Q3 2026 in Review

West Wealth Group increased its iShares International Country Rotation Active ETF (CORO) stake by 7.2% in Q3 2026, buying an estimated $3.74M and bringing the position to 1,523,714 shares worth $55.4M. The position accounts for 8.59% of the portfolio, ranked #4.

West Wealth Group first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 295 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • West Wealth Group held 1,523,714 shares of iShares International Country Rotation Active ETF worth $55.4M as of Q3 2026.
  • West Wealth Group bought 102,610 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $3.74M.
  • iShares International Country Rotation Active ETF made up 8.59% of West Wealth Group's portfolio in Q3 2026, its #4 holding.
  • West Wealth Group first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 295 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.