Corient Private Wealth LLC

Position in IYM — iShares U.S. Basic Materials ETF

CIK 1948780 MIAMI, FL

Back to IYM Full portfolio

All Filings in IYM

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 IYM	$1,497,459	8,341	-2.1%	Shares	Sole	2026-08-27
2026-03-31 IYM	$1,498,486	8,518	-64.6%	Shares	Sole	2026-05-15
2025-12-31 IYM	$3,708,588	24,088	+153.9%	Shares	Sole	2026-02-19
2025-06-30 IYM	$1,328,414	9,488	-5.9%	Shares	Sole	2025-09-26
2025-03-31 IYM	$1,359,862	10,088	-2.1%	Shares	Sole	2025-05-14
2024-12-31 IYM	$1,339,188	10,307	-7.0%	Shares	Sole	2025-02-10
2024-09-30 IYM	$1,664,223	11,083	+2.6%	Shares	Sole	2024-11-12
2024-06-30 IYM	$1,511,827	10,798	-1.5%	Shares	Sole	2024-08-13
2024-03-31 IYM	$1,619,120	10,960	-1.0%	Shares	Sole	2024-05-09
2023-12-31 IYM	$1,530,260	11,076	-0.0%	Shares	Sole	2024-02-09
2023-09-30 IYM	$1,399,751	11,081	-2.6%	Shares	Sole	2023-11-03
2023-06-30 IYM	$1,514,242	11,381	+5.2%	Shares	Sole	2023-08-10
2023-03-31 IYM	$1,433,444	10,816	+1.1%	Shares	Sole	2023-05-15
2022-12-31 IYM	$1,335,163	10,701	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.