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CIBC Bank USA’s iShares S&P 500 Growth ETF IVW Stock Holding History

CIBC Bank USA’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.81M Hold
57,980
– – 0.37% 42
2019
Q3 		$2.61M Sell
57,980
-220
-0.4% -$9.95K 0.37% 42
2019
Q2 		$2.61M Sell
58,200
-4,428
-7% -$195K 0.36% 43
2019
Q1 		$2.7M Sell
62,628
-3,676
-6% -$151K 0.38% 41
2018
Q4 		$2.5M Sell
66,304
-200
-0.3% -$8.09K 0.4% 40
2018
Q3 		$2.95M Sell
66,504
-4,568
-6% -$196K 0.4% 38
2018
Q2 		$2.89M Sell
71,072
-6,100
-8% -$245K 0.4% 34
2018
Q1 		$2.99M Sell
77,172
-1,200
-2% -$47.9K 0.41% 29
2017
Q4 		$2.99M Sell
78,372
-34,004
-30% -$1.27M 0.38% 36
2017
Q3 		$4.03M Sell
112,376
-50,308
-31% -$1.77M 0.53% 21
2017
Q2 		$5.57M Sell
162,684
-208
-0.1% -$7.05K 0.74% 15
2017
Q1 		$5.36M Sell
162,892
-6,060
-4% -$194K 0.74% 16
2016
Q4 		$5.14M Buy
168,952
+2,760
+2% +$83.4K 0.75% 17
2016
Q3 		$5.05M Hold
166,192
– – 0.76% 14
2016
Q2 		$4.84M Buy
166,192
+1,200
+0.7% +$34.8K 0.75% 13
2016
Q1 		$4.78M Sell
164,992
-4,632
-3% -$127K 0.84% 10
2015
Q4 		$4.91M Sell
169,624
-28,100
-14% -$817K 0.86% 12
2015
Q3 		$5.33M Buy
197,724
+420
+0.2% +$11.9K 0.97% 10
2015
Q2 		$5.62M Sell
197,304
-200
-0.1% -$5.8K 0.93% 12
2015
Q1 		$5.63M Buy
197,504
+1,732
+0.9% +$49.2K 0.99% 12
2014
Q4 		$5.46M Sell
195,772
-2,480
-1% -$67.8K 0.96% 12
2014
Q3 		$5.29M Sell
198,252
-9,312
-4% -$248K 1.06% 11
2014
Q2 		$5.46M Sell
207,564
-460
-0.2% -$11.7K 1.03% 11
2014
Q1 		$5.19M Sell
208,024
-41,500
-17% -$1.03M 1.07% 9
2013
Q4 		$6.16M Buy
249,524
+676
+0.3% +$15.9K 1.37% 8
2013
Q3 		$5.56M Sell
248,848
-71,152
-22% -$1.57M 1.36% 7
2013
Q2 		$6.72M Buy
+320,000
New +$6.78M 0.4% 55

Other funds holding IVW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

CIBC Bank USA held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2019 at 57,980 shares worth $2.81M. The position accounts for 0.37% of the portfolio, ranked #42.

CIBC Bank USA first reported a position in IVW in Q2 2013 and has held it in 27 quarters since. The position peaked at $6.72M in Q2 2013. 985 funds tracked by Wall St. Rank hold IVW as of Q4 2019.

  • CIBC Bank USA held 57,980 shares of iShares S&P 500 Growth ETF worth $2.81M as of Q4 2019.
  • CIBC Bank USA left its iShares S&P 500 Growth ETF share count unchanged in Q4 2019.
  • iShares S&P 500 Growth ETF made up 0.37% of CIBC Bank USA's portfolio in Q4 2019, its #42 holding.
  • CIBC Bank USA first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's iShares S&P 500 Growth ETF position peaked at $6.72M in Q2 2013.
  • 985 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2019.

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