Corient Private Wealth LLC
Position in IWY — iShares Russell Top 200 Growth ETF
CIK 1948780
MIAMI, FL
All Filings in IWY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IWY | $336,247 | 1,157 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IWY | $539,982 | 2,170 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IWY | $566,065 | 2,044 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IWY | $3,043,808 | 11,123 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IWY | $2,960,585 | 12,010 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IWY | $1,284,835 | 6,091 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IWY | $2,918,524 | 12,405 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IWY | $3,366,104 | 15,297 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IWY | $2,980,540 | 13,894 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IWY | $2,708,963 | 13,885 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IWY | $2,430,827 | 13,873 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IWY | $1,462,154 | 9,505 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IWY | $1,190,151 | 7,506 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IWY | $1,271,070 | 9,149 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IWY | $1,047,405 | 8,690 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||