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

CIBC Bank USA’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
2019
Q4 		$1.58M Hold
18,800
– – 0.21% 68
2019
Q3 		$1.46M Buy
18,800
+1,047
+6% +$81.1K 0.21% 65
2019
Q2 		$1.39M Buy
17,753
+6,325
+55% +$491K 0.19% 70
2019
Q1 		$882K Sell
11,428
-3,421
-23% -$263K 0.12% 93
2018
Q4 		$1.03M Sell
14,849
-977
-6% -$75.5K 0.17% 77
2018
Q3 		$1.38M Buy
15,826
+750
+5% +$65.7K 0.19% 67
2018
Q2 		$1.26M Hold
15,076
– – 0.17% 71
2018
Q1 		$1.16M Sell
15,076
-1,342
-8% -$104K 0.16% 77
2017
Q4 		$1.26M Sell
16,418
-664
-4% -$50.1K 0.16% 77
2017
Q3 		$1.27M Buy
17,082
+1,255
+8% +$88K 0.17% 73
2017
Q2 		$1.11M Buy
15,827
+892
+6% +$61.8K 0.15% 77
2017
Q1 		$1.03M Sell
14,935
-695
-4% -$47.9K 0.14% 81
2016
Q4 		$1.07M Sell
15,630
-330
-2% -$21.3K 0.16% 77
2016
Q3 		$991K Buy
15,960
+2,746
+21% +$168K 0.15% 87
2016
Q2 		$768K Buy
13,214
+100
+0.8% +$5.7K 0.12% 108
2016
Q1 		$738K Buy
13,114
+80
+0.6% +$4.18K 0.13% 96
2015
Q4 		$718K Hold
13,034
– – 0.13% 110
2015
Q3 		$695K Buy
13,034
+490
+4% +$27.8K 0.13% 112
2015
Q2 		$740K Buy
12,544
+1,000
+9% +$59.1K 0.12% 116
2015
Q1 		$681K Sell
11,544
-550
-5% -$31.5K 0.12% 122
2014
Q4 		$689K Sell
12,094
-1,602
-12% -$87.5K 0.12% 136
2014
Q3 		$715K Sell
13,696
-220
-2% -$12K 0.14% 129
2014
Q2 		$780K Buy
13,916
+1,500
+12% +$81.1K 0.15% 116
2014
Q1 		$684K Sell
12,416
-5,514
-31% -$298K 0.14% 132
2013
Q4 		$978K Sell
17,930
-4,138
-19% -$216K 0.22% 101
2013
Q3 		$1.1M Sell
22,068
-73,124
-77% -$3.53M 0.27% 84
2013
Q2 		$4.3M Buy
+95,192
New +$4.22M 0.25% 73

Other funds holding IJR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CIBC Bank USA's IJR Position: Q4 2019 in Review

CIBC Bank USA held its iShares Core S&P Small-Cap ETF (IJR) position steady in Q4 2019 at 18,800 shares worth $1.58M. The position accounts for 0.21% of the portfolio, ranked #68.

CIBC Bank USA first reported a position in IJR in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.3M in Q2 2013. 1,558 funds tracked by Wall St. Rank hold IJR as of Q4 2019.

  • CIBC Bank USA held 18,800 shares of iShares Core S&P Small-Cap ETF worth $1.58M as of Q4 2019.
  • CIBC Bank USA left its iShares Core S&P Small-Cap ETF share count unchanged in Q4 2019.
  • iShares Core S&P Small-Cap ETF made up 0.21% of CIBC Bank USA's portfolio in Q4 2019, its #68 holding.
  • CIBC Bank USA first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's iShares Core S&P Small-Cap ETF position peaked at $4.3M in Q2 2013.
  • 1,558 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2019.

Based on CIBC Bank USA's 13F filing for Q4 2019, filed 29 Jan 2020.