ISHARES TR

Ticker: IYR CUSIP: 464287739 Class: U.S. REAL ES ETF

Corient Private Wealth LLC's Holding History (CIK: 0001948780)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 38,089 Value ($000) $3,545 Avg Close — Range —
Q3 2025
Shares 31,479 Value ($000) $3,056 Avg Close — Range —
Q2 2025
Shares 31,863 Value ($000) $3,019 Avg Close — Range —
Q1 2025
Shares 43,838 Value ($000) $4,198 Avg Close — Range —
Q4 2024
Shares 46,787 Value ($000) $4,354 Avg Close — Range —
Q3 2024
Shares 51,845 Value ($000) $3,627 Avg Close — Range —
Q2 2024
Shares 47,186 Value ($000) $4,140 Avg Close — Range —
Q1 2024
Shares 381,145 Value ($000) $34,265 Avg Close — Range —
Q4 2023
Shares 382,339 Value ($000) $34,950 Avg Close — Range —
Q3 2023
Shares 210,063 Value ($000) $16,414 Avg Close — Range —
Q2 2023
Shares 227,542 Value ($000) $19,692 Avg Close — Range —
Q1 2023
Shares 245,771 Value ($000) $20,866 Avg Close — Range —
Q4 2022
Shares 296,792 Value ($000) $26,282 Avg Close — Range —