ISHARES TR

Ticker: IWY CUSIP: 464289438 Class: RUS TP200 GR ETF

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

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

Q4 2025
Shares 2,013 Value ($000) $558 Avg Close — Range —
Q3 2025
Shares 11,123 Value ($000) $3,044 Avg Close — Range —
Q2 2025
Shares 12,010 Value ($000) $2,961 Avg Close — Range —
Q1 2025
Shares 6,091 Value ($000) $1,285 Avg Close — Range —
Q4 2024
Shares 12,405 Value ($000) $1,399 Avg Close — Range —
Q3 2024
Shares 15,297 Value ($000) $3,366 Avg Close — Range —
Q2 2024
Shares 13,894 Value ($000) $2,981 Avg Close — Range —
Q1 2024
Shares 13,885 Value ($000) $2,709 Avg Close — Range —
Q4 2023
Shares 13,873 Value ($000) $2,431 Avg Close — Range —
Q3 2023
Shares 9,505 Value ($000) $1,462 Avg Close — Range —
Q2 2023
Shares 7,506 Value ($000) $1,190 Avg Close — Range —
Q1 2023
Shares 9,149 Value ($000) $1,271 Avg Close — Range —
Q4 2022
Shares 8,690 Value ($000) $1,047 Avg Close — Range —