Back to Corient Private Wealth LP Corient Private Wealth LP

IUSVIUSV
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in ISHARES TR

Corient Private Wealth LP holds 997,535 shares of IUSV (ISHARES TR), worth $109.9M as of 2026-Q2. The position was increased (+21.9% shares). IUSV represents 0.2% of Corient Private Wealth LP's portfolio.

Current Value

$109.9M

Current Shares

997,535

Total Value Change

+$105.2M

Total Shares Change

+930,973

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
997,535
+21.9%
$109.9M0.2%$110.15
43
2026-Q1
Decreased
818,409
-45.0%
$83.3M0.1%$101.84
0
2025-Q4
Increased
1.5M
+233.5%
$152.3M0.1%$101.73
58
2025-Q3
Decreased
446,435
-2.0%
$44.6M0.1%$98.64
0
2025-Q2
Decreased
455,418
-43.3%
$43.1M0.1%$92.94
0
2025-Q1
Increased
802,848
+155.6%
$74.1M0.1%$90.22
57
2024-Q4
Decreased
314,115
-61.4%
$29.1M0.0%$90.15
0
2024-Q3
Increased
813,134
+11.3%
$77.6M0.1%$92.45
40
2024-Q2
Decreased
730,807
-0.4%
$64.3M0.1%$85.47
0
2024-Q1
Increased
733,775
+4.9%
$66.4M0.1%$87.30
37
2023-Q4
Increased
699,481
+675.1%
$59M0.1%$81.00
57
2023-Q3
Increased
90,243
+8.0%
$6.7M0.0%$71.32
30
2023-Q2
Increased
83,539
+9.7%
$6.5M0.0%$73.78
30
2023-Q1
Increased
76,165
+14.4%
$5.6M0.0%$69.31
31
2022-Q4
New
66,562
-
$4.7M0.0%$66.54
37

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used