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

CIBC Bank USA’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$11.3M	Sell	258,060 -9,024	-3%	-$377K	1.5%	13
2019 Q3	$10.7M	Sell	267,084 -9,424	-3%	-$378K	1.51%	12
2019 Q2	$10.9M	Buy	276,508 +10,780	+4%	+$417K	1.52%	11
2019 Q1	$10.1M	Sell	265,728 -9,828	-4%	-$353K	1.42%	11
2018 Q4	$9.02M	Buy	275,556 +15,200	+6%	+$536K	1.46%	11
2018 Q3	$10.2M	Sell	260,356 -1,444	-0.6%	-$54.7K	1.39%	10
2018 Q2	$9.41M	Sell	261,800 -15,280	-6%	-$539K	1.29%	10
2018 Q1	$9.43M	Sell	277,080 -40,488	-13%	-$1.42M	1.29%	10
2017 Q4	$10.7M	Sell	317,568 -29,548	-9%	-$968K	1.35%	11
2017 Q3	$10.9M	Sell	347,116 -14,712	-4%	-$450K	1.42%	11
2017 Q2	$10.8M	Buy	361,828 +16,948	+5%	+$498K	1.44%	11
2017 Q1	$9.81M	Sell	344,880 -10,440	-3%	-$290K	1.36%	11
2016 Q4	$9.32M	Sell	355,320 -9,152	-3%	-$238K	1.35%	10
2016 Q3	$9.49M	Sell	364,472 -2,424	-0.7%	-$63K	1.43%	10
2016 Q2	$9.21M	Sell	366,896 -16,232	-4%	-$405K	1.43%	10
2016 Q1	$9.56M	Sell	383,128 -15,888	-4%	-$375K	1.68%	8
2015 Q4	$9.92M	Sell	399,016 -8,344	-2%	-$208K	1.74%	8
2015 Q3	$9.47M	Buy	407,360 +33,592	+9%	+$827K	1.73%	8
2015 Q2	$9.25M	Buy	373,768 +26,744	+8%	+$673K	1.54%	10
2015 Q1	$8.58M	Buy	347,024 +33,512	+11%	+$819K	1.51%	9
2014 Q4	$7.49M	Buy	313,512 +36,020	+13%	+$843K	1.31%	10
2014 Q3	$6.36M	Buy	277,492 +26,708	+11%	+$612K	1.27%	10
2014 Q2	$5.7M	Buy	250,784 +53,408	+27%	+$1.17M	1.07%	10
2014 Q1	$4.27M	Buy	197,376 +9,224	+5%	+$198K	0.88%	14
2013 Q4	$4.04M	Buy	188,152 +6,508	+4%	+$134K	0.9%	16
2013 Q3	$3.55M	Sell	181,644 -565,184	-76%	-$10.8M	0.87%	15
2013 Q2	$13.6M	Buy	+746,828	New	+$13.7M	0.8%	30

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.81B AUM 21.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CIBC Bank USA reduced its iShares Russell 1000 Growth ETF (IWF) stake by 3.4% in Q4 2019, selling an estimated $377K and leaving 258,060 shares worth $11.3M. The position accounts for 1.5% of the portfolio, ranked #13.

CIBC Bank USA first reported a position in IWF in Q2 2013 and has held it in 27 quarters since. The position peaked at $13.6M in Q2 2013. 1,285 funds tracked by Wall St. Rank hold IWF as of Q4 2019.

CIBC Bank USA held 258,060 shares of iShares Russell 1000 Growth ETF worth $11.3M as of Q4 2019.
CIBC Bank USA sold 9,024 iShares Russell 1000 Growth ETF shares in Q4 2019, an estimated $377K.
iShares Russell 1000 Growth ETF made up 1.5% of CIBC Bank USA's portfolio in Q4 2019, its #13 holding.
CIBC Bank USA first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 27 quarters since.
CIBC Bank USA's iShares Russell 1000 Growth ETF position peaked at $13.6M in Q2 2013.
1,285 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2019.

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