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XJHXJH
10 quarters

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

Corient Private Wealth LP holds 27,772 shares of XJH (ISHARES TR), worth $1.4M as of 2026-Q2. The position was increased (+6.9% shares). XJH represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$1.4M

Current Shares

27,772

Total Value Change

+$899,399

Total Shares Change

+14,410

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
27,772
+6.9%
$1.4M0.0%$52.15
27
2026-Q1
Decreased
25,971
-51.4%
$1.2M0.0%$47.88
0
2025-Q4
Increased
53,468
+95.3%
$2.4M0.0%$45.13
42
2025-Q3
Increased
27,379
+18.9%
$1.2M0.0%$43.50
30
2025-Q2
Increased
23,020
+6.9%
$955,3300.0%$41.29
27
2025-Q1
Decreased
21,538
-6.8%
$841,4900.0%$38.63
0
2024-Q4
Increased
23,111
+23.5%
$966,8710.0%$41.27
30
2024-Q3
Increased
18,714
+31.7%
$791,3870.0%$41.51
31
2024-Q2
Increased
14,209
+6.3%
$562,2500.0%$38.76
26
2024-Q1
New
13,362
-
$548,9110.0%$40.14
34

Other major holders of XJH: BANK OF AMERICA CORP /DE/, RAYMOND JAMES FINANCIAL INC

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