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

CIBC Bank USA’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$463K Hold
2,161
– – 0.06% 182
2019
Q3 		$416K Sell
2,161
-193
-8% -$38.3K 0.06% 184
2019
Q2 		$473K Buy
2,354
+610
+35% +$121K 0.07% 162
2019
Q1 		$343K Sell
1,744
-933
-35% -$178K 0.05% 188
2018
Q4 		$450K Hold
2,677
– – 0.07% 150
2018
Q3 		$576K Sell
2,677
-164
-6% -$35K 0.08% 140
2018
Q2 		$580K Sell
2,841
-905
-24% -$181K 0.08% 134
2018
Q1 		$714K Hold
3,746
– – 0.1% 115
2017
Q4 		$699K Hold
3,746
– – 0.09% 123
2017
Q3 		$671K Hold
3,746
– – 0.09% 127
2017
Q2 		$632K Sell
3,746
-315
-8% -$51.8K 0.08% 131
2017
Q1 		$657K Sell
4,061
-90
-2% -$14.3K 0.09% 125
2016
Q4 		$639K Hold
4,151
– – 0.09% 128
2016
Q3 		$618K Sell
4,151
-416
-9% -$60.6K 0.09% 131
2016
Q2 		$627K Sell
4,567
-363
-7% -$49K 0.1% 128
2016
Q1 		$654K Sell
4,930
-970
-16% -$121K 0.12% 111
2015
Q4 		$822K Buy
5,900
+2,130
+56% +$302K 0.14% 94
2015
Q3 		$505K Sell
3,770
-156
-4% -$23.1K 0.09% 137
2015
Q2 		$607K Buy
3,926
+422
+12% +$64.7K 0.1% 135
2015
Q1 		$531K Hold
3,504
– – 0.09% 147
2014
Q4 		$499K Sell
3,504
-280
-7% -$37.9K 0.09% 172
2014
Q3 		$491K Sell
3,784
-343
-8% -$46K 0.1% 172
2014
Q2 		$571K Sell
4,127
-1,035
-20% -$136K 0.11% 158
2014
Q1 		$702K Sell
5,162
-1,095
-18% -$150K 0.15% 130
2013
Q4 		$848K Buy
6,257
+570
+10% +$73.9K 0.19% 119
2013
Q3 		$716K Sell
5,687
-409
-7% -$49.3K 0.18% 131
2013
Q2 		$680K Buy
+6,096
New +$666K 0.04% 225

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

CIBC Bank USA held its iShares Russell 2000 Growth ETF (IWO) position steady in Q4 2019 at 2,161 shares worth $463K. The position accounts for 0.06% of the portfolio, ranked #182.

CIBC Bank USA first reported a position in IWO in Q2 2013 and has held it in 27 quarters since. The position peaked at $848K in Q4 2013. 722 funds tracked by Wall St. Rank hold IWO as of Q4 2019.

  • CIBC Bank USA held 2,161 shares of iShares Russell 2000 Growth ETF worth $463K as of Q4 2019.
  • CIBC Bank USA left its iShares Russell 2000 Growth ETF share count unchanged in Q4 2019.
  • iShares Russell 2000 Growth ETF made up 0.06% of CIBC Bank USA's portfolio in Q4 2019, its #182 holding.
  • CIBC Bank USA first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's iShares Russell 2000 Growth ETF position peaked at $848K in Q4 2013.
  • 722 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2019.

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