CIBC Bank USA’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$2.25M	Sell	29,472 -1,358	-4%	-$99.6K	0.3%	53
2019 Q3	$2.18M	Sell	30,830 -14,166	-31%	-$1.02M	0.31%	47
2019 Q2	$3.21M	Sell	44,996 -4,508	-9%	-$314K	0.45%	30
2019 Q1	$3.36M	Sell	49,504 -5,948	-11%	-$382K	0.47%	29
2018 Q4	$3.15M	Sell	55,452 -8,432	-13%	-$513K	0.51%	30
2018 Q3	$4.33M	Sell	63,884 -2,112	-3%	-$140K	0.59%	20
2018 Q2	$4.18M	Sell	65,996 -4,838	-7%	-$305K	0.58%	21
2018 Q1	$4.35M	Sell	70,834 -6,666	-9%	-$416K	0.59%	20
2017 Q4	$4.67M	Sell	77,500 -792	-1%	-$46.6K	0.59%	22
2017 Q3	$4.43M	Buy	78,292 +806	+1%	+$44.2K	0.58%	20
2017 Q2	$4.19M	Sell	77,486 -1,340	-2%	-$71.3K	0.56%	22
2017 Q1	$4.09M	Buy	78,826 +7,456	+10%	+$381K	0.57%	20
2016 Q4	$3.48M	Buy	71,370 +11,408	+19%	+$550K	0.51%	27
2016 Q3	$2.92M	Buy	59,962 +30,108	+101%	+$1.46M	0.44%	33
2016 Q2	$1.4M	Sell	29,854 -1,010	-3%	-$46.7K	0.22%	68
2016 Q1	$1.42M	Sell	30,864 -1,038	-3%	-$44.8K	0.25%	59
2015 Q4	$1.47M	Sell	31,902 -51,534	-62%	-$2.4M	0.26%	61
2015 Q3	$3.7M	Sell	83,436 -5,542	-6%	-$263K	0.67%	21
2015 Q2	$4.31M	Buy	88,978 +16,176	+22%	+$798K	0.72%	17
2015 Q1	$3.56M	Buy	72,802 +6,068	+9%	+$290K	0.63%	20
2014 Q4	$3.11M	Buy	66,734 +48,000	+256%	+$2.17M	0.55%	25
2014 Q3	$827K	Sell	18,734 -812	-4%	-$36.2K	0.17%	106
2014 Q2	$875K	Sell	19,546 -7,730	-28%	-$332K	0.17%	103
2014 Q1	$1.17M	Buy	27,276 +456	+2%	+$19.4K	0.24%	79
2013 Q4	$1.13M	Buy	26,820 +500	+2%	+$20.2K	0.25%	83
2013 Q3	$1.03M	Sell	26,320 -3,150	-11%	-$120K	0.25%	90
2013 Q2	$1.06M	Buy	+29,470	New	+$1.05M	0.06%	177

Other funds holding IWP

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

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

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

CIBC Bank USA reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 4.4% in Q4 2019, selling an estimated $99.6K and leaving 29,472 shares worth $2.25M. The position accounts for 0.3% of the portfolio, ranked #53.

CIBC Bank USA first reported a position in IWP in Q2 2013 and has held it in 27 quarters since. The position peaked at $4.67M in Q4 2017. 689 funds tracked by Wall St. Rank hold IWP as of Q4 2019.

CIBC Bank USA held 29,472 shares of iShares Russell Mid-Cap Growth ETF worth $2.25M as of Q4 2019.
CIBC Bank USA sold 1,358 iShares Russell Mid-Cap Growth ETF shares in Q4 2019, an estimated $99.6K.
iShares Russell Mid-Cap Growth ETF made up 0.3% of CIBC Bank USA's portfolio in Q4 2019, its #53 holding.
CIBC Bank USA first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 27 quarters since.
CIBC Bank USA's iShares Russell Mid-Cap Growth ETF position peaked at $4.67M in Q4 2017.
689 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2019.

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