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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in ISHARES CORE S&P MIDCAP ETF

Corient Private Wealth LP holds 6.2M shares of IJH (ISHARES CORE S&P MIDCAP ETF), worth $474.9M as of 2026-Q2. The position was increased (+25.2% shares). IJH represents 0.6% of Corient Private Wealth LP's portfolio.

Current Value

$474.9M

Current Shares

6.2M

Total Value Change

+$279.6M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
6.2M
+25.2%
$474.9M0.6%$77.11
54
2026-Q1
Decreased
4.9M
-48.0%
$329.2M0.5%$70.86
0
2025-Q4
Increased
9.5M
+173.7%
$620.2M0.4%$66.70
61
2025-Q3
Decreased
3.5M
-66.2%
$185.2M0.3%$64.87
0
2025-Q2
Increased
10.2M
+107.4%
$632M0.8%$61.52
72
2025-Q1
Increased
4.9M
+104.3%
$287M0.5%$57.55
60
2024-Q4
Decreased
2.4M
-23.2%
$147.9M0.2%$61.30
0
2024-Q3
Increased
3.1M
+47.9%
$195.2M0.3%$61.15
50

Other major holders of IJH: Steward Partners Investment Advisory, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

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