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IWF
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Position history for Corient Private Wealth LLC's holdings in iShares Trust RUS 1000 GRW ETF

Corient Private Wealth LLC holds 676,607 shares of IWF (iShares Trust RUS 1000 GRW ETF), worth $285.5M as of 2026-Q1. The position was decreased (-16.3% shares). IWF represents 0.4% of Corient Private Wealth LLC's portfolio.

Current Value

$285.5M

Current Shares

676,607

Total Value Change

-$1.3M

Total Shares Change

-110,313

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
676,607
-16.3%
$285.5M0.4%$448.66
0
2025-Q4
Increased
808,581
+13.3%
$333.6M0.4%$476.95
42
2025-Q3
Increased
713,855
+2.5%
$334.4M0.5%$466.09
45
2025-Q2
Decreased
696,428
-54.0%
$295.7M0.3%$420.88
0
2025-Q1
Increased
1.5M
+95.4%
$546.4M0.9%$359.49
71
2024-Q4
Increased
774,476
+0.1%
$307.9M0.5%$403.59
43
2024-Q3
Decreased
773,630
-1.7%
$290.4M0.5%$371.77
0
2024-Q2
Increased
786,920
+0.8%
$286.8M0.5%$362.15
37

Other major holders of IWF: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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