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CIBC Bank USA’s iShares Russell 3000 ETF IWV Stock Holding History

CIBC Bank USA’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$991K Buy
5,259
+209
+4% +$37.7K 0.13% 105
2019
Q3 		$877K Sell
5,050
-400
-7% -$69.4K 0.12% 107
2019
Q2 		$939K Hold
5,450
– – 0.13% 92
2019
Q1 		$909K Sell
5,450
-425
-7% -$68.2K 0.13% 90
2018
Q4 		$864K Sell
5,875
-36
-0.6% -$5.72K 0.14% 87
2018
Q3 		$1.02M Sell
5,911
-425
-7% -$72K 0.14% 87
2018
Q2 		$1.03M Sell
6,336
-35
-0.5% -$5.63K 0.14% 79
2018
Q1 		$997K Sell
6,371
-125
-2% -$20.2K 0.14% 84
2017
Q4 		$1.03M Hold
6,496
– – 0.13% 93
2017
Q3 		$969K Hold
6,496
– – 0.13% 90
2017
Q2 		$936K Sell
6,496
-29
-0.4% -$4.12K 0.12% 84
2017
Q1 		$912K Sell
6,525
-100
-2% -$13.8K 0.13% 86
2016
Q4 		$881K Hold
6,625
– – 0.13% 89
2016
Q3 		$850K Sell
6,625
-92
-1% -$11.8K 0.13% 98
2016
Q2 		$833K Hold
6,717
– – 0.13% 100
2016
Q1 		$812K Hold
6,717
– – 0.14% 89
2015
Q4 		$808K Hold
6,717
– – 0.14% 98
2015
Q3 		$765K Hold
6,717
– – 0.14% 95
2015
Q2 		$833K Sell
6,717
-75
-1% -$9.44K 0.14% 104
2015
Q1 		$841K Sell
6,792
-2,775
-29% -$342K 0.15% 101
2014
Q4 		$1.17M Buy
9,567
+2,612
+38% +$312K 0.21% 81
2014
Q3 		$812K Sell
6,955
-352
-5% -$41.5K 0.16% 108
2014
Q2 		$860K Sell
7,307
-875
-11% -$99.5K 0.16% 106
2014
Q1 		$919K Sell
8,182
-2,000
-20% -$221K 0.19% 102
2013
Q4 		$1.13M Buy
10,182
+890
+10% +$94.5K 0.25% 85
2013
Q3 		$940K Sell
9,292
-8,292
-47% -$831K 0.23% 98
2013
Q2 		$1.69M Buy
+17,584
New +$1.68M 0.1% 137

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CIBC Bank USA increased its iShares Russell 3000 ETF (IWV) stake by 4.1% in Q4 2019, buying an estimated $37.7K and bringing the position to 5,259 shares worth $991K. The position accounts for 0.13% of the portfolio, ranked #105.

CIBC Bank USA first reported a position in IWV in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.69M in Q2 2013. 514 funds tracked by Wall St. Rank hold IWV as of Q4 2019.

  • CIBC Bank USA held 5,259 shares of iShares Russell 3000 ETF worth $991K as of Q4 2019.
  • CIBC Bank USA bought 209 iShares Russell 3000 ETF shares in Q4 2019, an estimated $37.7K.
  • iShares Russell 3000 ETF made up 0.13% of CIBC Bank USA's portfolio in Q4 2019, its #105 holding.
  • CIBC Bank USA first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 27 quarters since.
  • CIBC Bank USA's iShares Russell 3000 ETF position peaked at $1.69M in Q2 2013.
  • 514 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2019.

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