CIBC Bank USA’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$49.9M	Sell	301,185 -2,909	-1%	-$460K	6.6%	3
2019 Q3	$46M	Sell	304,094 -7,985	-3%	-$1.22M	6.53%	4
2019 Q2	$48.5M	Sell	312,079 -23,687	-7%	-$3.65M	6.79%	4
2019 Q1	$51.4M	Buy	335,766 +11,465	+4%	+$1.72M	7.25%	3
2018 Q4	$43.4M	Sell	324,301 -26,260	-7%	-$3.92M	7.03%	5
2018 Q3	$59.1M	Sell	350,561 -9,732	-3%	-$1.64M	8.07%	4
2018 Q2	$59M	Sell	360,293 -38	-0%	-$6.08K	8.12%	4
2018 Q1	$54.7M	Sell	360,331 -16,926	-4%	-$2.61M	7.47%	3
2017 Q4	$57.5M	Buy	377,257 +19,171	+5%	+$2.88M	7.26%	3
2017 Q3	$53.1M	Sell	358,086 -36,920	-9%	-$5.19M	6.94%	4
2017 Q2	$55.7M	Sell	395,006 -37,956	-9%	-$5.25M	7.42%	4
2017 Q1	$59.5M	Sell	432,962 -762	-0.2%	-$104K	8.24%	4
2016 Q4	$58.5M	Buy	433,724 +14,242	+3%	+$1.82M	8.5%	3
2016 Q3	$52.1M	Buy	419,482 +27,634	+7%	+$3.36M	7.88%	4
2016 Q2	$45.1M	Sell	391,848 -1,312	-0.3%	-$148K	7%	4
2016 Q1	$43.5M	Buy	393,160 +65,493	+20%	+$6.78M	7.66%	3
2015 Q4	$36.9M	Sell	327,667 -20,120	-6%	-$2.32M	6.47%	4
2015 Q3	$38M	Buy	347,787 +26,621	+8%	+$3.16M	6.92%	3
2015 Q2	$40.1M	Buy	321,166 +28,149	+10%	+$3.52M	6.66%	3
2015 Q1	$36.4M	Buy	293,017 +68,493	+31%	+$8.26M	6.42%	4
2014 Q4	$26.9M	Buy	224,524 +138,143	+160%	+$15.8M	4.71%	4
2014 Q3	$9.45M	Sell	86,381 -1,070	-1%	-$122K	1.89%	7
2014 Q2	$10.4M	Buy	87,451 +10,314	+13%	+$1.17M	1.96%	7
2014 Q1	$8.97M	Buy	77,137 +3,714	+5%	+$428K	1.86%	7
2013 Q4	$8.47M	Buy	73,423 +21,351	+41%	+$2.36M	1.88%	6
2013 Q3	$5.55M	Sell	52,072 -52,542	-50%	-$5.44M	1.36%	8
2013 Q2	$10.1M	Buy	+104,614	New	+$9.99M	0.6%	40

Other funds holding IWM

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

CIBC Bank USA reduced its iShares Russell 2000 ETF (IWM) stake by 0.96% in Q4 2019, selling an estimated $460K and leaving 301,185 shares worth $49.9M. The position accounts for 6.6% of the portfolio, ranked #3.

CIBC Bank USA first reported a position in IWM in Q2 2013 and has held it in 27 quarters since. The position peaked at $59.5M in Q1 2017. 1,604 funds tracked by Wall St. Rank hold IWM as of Q4 2019.

CIBC Bank USA held 301,185 shares of iShares Russell 2000 ETF worth $49.9M as of Q4 2019.
CIBC Bank USA sold 2,909 iShares Russell 2000 ETF shares in Q4 2019, an estimated $460K.
iShares Russell 2000 ETF made up 6.6% of CIBC Bank USA's portfolio in Q4 2019, its #3 holding.
CIBC Bank USA first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 27 quarters since.
CIBC Bank USA's iShares Russell 2000 ETF position peaked at $59.5M in Q1 2017.
1,604 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2019.

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