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CIBC Bank USA’s iShares Russell 1000 ETF IWB Stock Holding History

CIBC Bank USA’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$14.9M Sell
83,455
-95
-0.1% -$16.2K 1.97% 10
2019
Q3 		$13.7M Hold
83,550
– – 1.95% 10
2019
Q2 		$13.6M Sell
83,550
-24,268
-23% -$3.89M 1.9% 9
2019
Q1 		$17M Sell
107,818
-1,021
-0.9% -$154K 2.39% 8
2018
Q4 		$15.1M Buy
+108,839
New +$16.3M 2.44% 8
2017
Q1 		– Sell
-2,100
Closed -$261K – 264
2016
Q4 		$261K Sell
2,100
-107
-5% -$13K 0.04% 208
2016
Q3 		$266K Sell
2,207
-95
-4% -$11.4K 0.04% 209
2016
Q2 		$269K Buy
2,302
+95
+4% +$11K 0.04% 205
2016
Q1 		$252K Sell
2,207
-954
-30% -$103K 0.04% 189
2015
Q4 		$358K Sell
3,161
-3,175
-50% -$363K 0.06% 175
2015
Q3 		$678K Buy
6,336
+1,220
+24% +$139K 0.12% 116
2015
Q2 		$594K Sell
5,116
-78
-2% -$9.2K 0.1% 139
2015
Q1 		$602K Sell
5,194
-14,610
-74% -$1.69M 0.11% 130
2014
Q4 		$2.27M Hold
19,804
– – 0.4% 37
2014
Q3 		$2.18M Sell
19,804
-915
-4% -$101K 0.43% 38
2014
Q2 		$2.28M Sell
20,719
-55
-0.3% -$5.85K 0.43% 35
2014
Q1 		$2.18M Sell
20,774
-2,020
-9% -$208K 0.45% 39
2013
Q4 		$2.35M Sell
22,794
-75
-0.3% -$7.42K 0.52% 37
2013
Q3 		$2.15M Sell
22,869
-25,940
-53% -$2.42M 0.53% 37
2013
Q2 		$4.39M Buy
+48,809
New +$4.37M 0.26% 72

Other funds holding IWB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

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

CIBC Bank USA reduced its iShares Russell 1000 ETF (IWB) stake by 0.11% in Q4 2019, selling an estimated $16.2K and leaving 83,455 shares worth $14.9M. The position accounts for 1.97% of the portfolio, ranked #10.

CIBC Bank USA first reported a position in IWB in Q2 2013 and has held it in 20 quarters since. The position peaked at $17M in Q1 2019. 819 funds tracked by Wall St. Rank hold IWB as of Q4 2019.

  • CIBC Bank USA held 83,455 shares of iShares Russell 1000 ETF worth $14.9M as of Q4 2019.
  • CIBC Bank USA sold 95 iShares Russell 1000 ETF shares in Q4 2019, an estimated $16.2K.
  • iShares Russell 1000 ETF made up 1.97% of CIBC Bank USA's portfolio in Q4 2019, its #10 holding.
  • CIBC Bank USA first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 20 quarters since.
  • CIBC Bank USA's iShares Russell 1000 ETF position peaked at $17M in Q1 2019.
  • 819 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2019.

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