CIBC Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CIBC Asset Management’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,634	Closed	-$616K	–	1257
2025 Q2	$616K	Hold	5,634	–	–	﹤0.01%	729
2025 Q1	$589K	Hold	5,634	–	–	﹤0.01%	725
2024 Q4	$649K	Sell	5,634 -10	-0.2%	-$1.2K	﹤0.01%	714
2024 Q3	$660K	Hold	5,644	–	–	﹤0.01%	704
2024 Q2	$602K	Hold	5,644	–	–	﹤0.01%	712
2024 Q1	$624K	Sell	5,644 -230	-4%	-$24.4K	﹤0.01%	706
2023 Q4	$636K	Buy	+5,874	New	+$566K	﹤0.01%	696
2023 Q3	–	Sell	-2,110	Closed	-$210K	–	1072
2023 Q2	$210K	Hold	2,110	–	–	﹤0.01%	948
2023 Q1	$204K	Buy	+2,110	New	+$211K	﹤0.01%	928

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CIBC Asset Management's IJR Position: Q3 2025 in Review

CIBC Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 5,634 shares — an estimated $616K sold.

CIBC Asset Management first reported a position in IJR in Q1 2023 and held it in 9 quarters. The position peaked at $660K in Q3 2024. 2,522 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

CIBC Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
CIBC Asset Management sold 5,634 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $616K.
CIBC Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and held it in 9 quarters.
CIBC Asset Management's iShares Core S&P Small-Cap ETF position peaked at $660K in Q3 2024.
2,522 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on CIBC Asset Management's 13F filing for Q3 2025, filed 31 Oct 2025.