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

CIBC Bank USA’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$3.29M Buy
24,132
+1,192
+5% +$157K 0.44% 33
2019
Q3 		$2.94M Sell
22,940
-81
-0.4% -$10.3K 0.42% 33
2019
Q2 		$2.93M Buy
23,021
+186
+0.8% +$23.3K 0.41% 37
2019
Q1 		$2.82M Sell
22,835
-301
-1% -$36.2K 0.4% 38
2018
Q4 		$2.57M Buy
23,136
+3,085
+15% +$370K 0.42% 38
2018
Q3 		$2.54M Buy
20,051
+952
+5% +$120K 0.35% 44
2018
Q2 		$2.32M Sell
19,099
-49
-0.3% -$5.96K 0.32% 43
2018
Q1 		$2.3M Buy
19,148
+13
+0.1% +$1.62K 0.31% 41
2017
Q4 		$2.38M Buy
19,135
+1,348
+8% +$163K 0.3% 43
2017
Q3 		$2.11M Sell
17,787
-2,032
-10% -$237K 0.28% 46
2017
Q2 		$2.31M Buy
19,819
+87
+0.4% +$10K 0.31% 36
2017
Q1 		$2.27M Buy
19,732
+2,544
+15% +$292K 0.31% 36
2016
Q4 		$1.93M Sell
17,188
-38
-0.2% -$4.11K 0.28% 47
2016
Q3 		$1.82M Sell
17,226
-1,984
-10% -$209K 0.28% 54
2016
Q2 		$1.98M Buy
19,210
+728
+4% +$73.5K 0.31% 47
2016
Q1 		$1.83M Sell
18,482
-809
-4% -$75.8K 0.32% 48
2015
Q4 		$1.89M Sell
19,291
-251
-1% -$24.9K 0.33% 50
2015
Q3 		$1.82M Sell
19,542
-674
-3% -$66.9K 0.33% 47
2015
Q2 		$2.09M Sell
20,216
-669
-3% -$70.2K 0.35% 43
2015
Q1 		$2.15M Sell
20,885
-7,436
-26% -$771K 0.38% 38
2014
Q4 		$2.96M Sell
28,321
-205
-0.7% -$20.9K 0.52% 27
2014
Q3 		$2.85M Buy
28,526
+629
+2% +$63.7K 0.57% 27
2014
Q2 		$2.83M Buy
27,897
+670
+2% +$65.7K 0.53% 28
2014
Q1 		$2.63M Buy
27,227
+2,191
+9% +$205K 0.54% 31
2013
Q4 		$2.36M Sell
25,036
-186
-0.7% -$16.9K 0.52% 36
2013
Q3 		$2.17M Sell
25,222
-97,857
-80% -$8.49M 0.53% 36
2013
Q2 		$10.3M Buy
+123,079
New +$10.3M 0.61% 39

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Bank USA increased its iShares Russell 1000 Value ETF (IWD) stake by 5.2% in Q4 2019, buying an estimated $157K and bringing the position to 24,132 shares worth $3.29M. The position accounts for 0.44% of the portfolio, ranked #33.

CIBC Bank USA first reported a position in IWD in Q2 2013 and has held it in 27 quarters since. The position peaked at $10.3M in Q2 2013. 1,109 funds tracked by Wall St. Rank hold IWD as of Q4 2019.

  • CIBC Bank USA held 24,132 shares of iShares Russell 1000 Value ETF worth $3.29M as of Q4 2019.
  • CIBC Bank USA bought 1,192 iShares Russell 1000 Value ETF shares in Q4 2019, an estimated $157K.
  • iShares Russell 1000 Value ETF made up 0.44% of CIBC Bank USA's portfolio in Q4 2019, its #33 holding.
  • CIBC Bank USA first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's iShares Russell 1000 Value ETF position peaked at $10.3M in Q2 2013.
  • 1,109 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2019.

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