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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$56.2M	Sell	942,328 -1,299	-0.1%	-$74.6K	7.43%	2
2019 Q3	$52.8M	Sell	943,627 -3,105	-0.3%	-$174K	7.49%	3
2019 Q2	$52.9M	Sell	946,732 -3,853	-0.4%	-$211K	7.4%	3
2019 Q1	$51.3M	Buy	950,585 +12,504	+1%	+$648K	7.23%	4
2018 Q4	$43.6M	Buy	938,081 +18,529	+2%	+$935K	7.06%	4
2018 Q3	$50.7M	Sell	919,552 -9,512	-1%	-$521K	6.92%	5
2018 Q2	$49.3M	Sell	929,064 -83,096	-8%	-$4.37M	6.78%	5
2018 Q1	$52.2M	Sell	1,012,160 -40,500	-4%	-$2.13M	7.13%	5
2017 Q4	$54.8M	Sell	1,052,660 -4,500	-0.4%	-$228K	6.92%	4
2017 Q3	$52.1M	Sell	1,057,160 -41,884	-4%	-$2.02M	6.82%	5
2017 Q2	$52.8M	Sell	1,099,044 -24,172	-2%	-$1.15M	7.04%	5
2017 Q1	$52.6M	Sell	1,123,216 -108,120	-9%	-$5.01M	7.27%	5
2016 Q4	$55.1M	Buy	1,231,336 +134,092	+12%	+$5.86M	8%	5
2016 Q3	$47.8M	Buy	1,097,244 +132,764	+14%	+$5.76M	7.23%	5
2016 Q2	$40.6M	Buy	964,480 +58,112	+6%	+$2.4M	6.3%	5
2016 Q1	$36.9M	Buy	906,368 +142,748	+19%	+$5.43M	6.5%	4
2015 Q4	$30.6M	Buy	763,620 +33,352	+5%	+$1.36M	5.36%	5
2015 Q3	$28.4M	Buy	730,268 +294,324	+68%	+$12.2M	5.18%	4
2015 Q2	$18.6M	Buy	435,944 +32,352	+8%	+$1.41M	3.08%	7
2015 Q1	$17.5M	Buy	403,592 +38,224	+10%	+$1.62M	3.08%	6
2014 Q4	$15.3M	Buy	365,368 +62,448	+21%	+$2.54M	2.67%	7
2014 Q3	$12M	Buy	302,920 +3,836	+1%	+$155K	2.4%	6
2014 Q2	$12.2M	Buy	299,084 +22,200	+8%	+$866K	2.29%	6
2014 Q1	$10.7M	Buy	276,884 +53,852	+24%	+$2.04M	2.22%	5
2013 Q4	$8.36M	Buy	223,032 +40,048	+22%	+$1.45M	1.86%	7
2013 Q3	$6.36M	Sell	182,984 -187,568	-51%	-$6.41M	1.55%	6
2013 Q2	$12M	Buy	+370,552	New	+$12M	0.71%	35

Other funds holding IWR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

CIBC Bank USA reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.14% in Q4 2019, selling an estimated $74.6K and leaving 942,328 shares worth $56.2M. The position accounts for 7.43% of the portfolio, ranked #2.

CIBC Bank USA first reported a position in IWR in Q2 2013 and has held it in 27 quarters since. 886 funds tracked by Wall St. Rank hold IWR as of Q4 2019.

CIBC Bank USA held 942,328 shares of iShares Russell Mid-Cap ETF worth $56.2M as of Q4 2019.
CIBC Bank USA sold 1,299 iShares Russell Mid-Cap ETF shares in Q4 2019, an estimated $74.6K.
iShares Russell Mid-Cap ETF made up 7.43% of CIBC Bank USA's portfolio in Q4 2019, its #2 holding.
CIBC Bank USA first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 27 quarters since.
886 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2019.

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