CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

CIBC Private Wealth Group’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$64.4K Hold
359
– – ﹤0.01% 1684
2025
Q3 		$63.5K Hold
359
– – ﹤0.01% 1681
2025
Q2 		$60.7K Sell
359
-131
-27% -$19.3K ﹤0.01% 1590
2025
Q1 		$59.8K Buy
490
+73
+18% +$10.9K ﹤0.01% 1569
2024
Q4 		$60.6K Buy
417
+312
+297% +$44.5K ﹤0.01% 1614
2024
Q3 		$13.5K Sell
105
-195
-65% -$24.1K ﹤0.01% 2317
2024
Q2 		$35.5K Buy
+300
New +$34.6K ﹤0.01% 1807

Other funds holding IAI

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CIBC Private Wealth Group's IAI Position: Q4 2025 in Review

CIBC Private Wealth Group held its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) position steady in Q4 2025 at 359 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

CIBC Private Wealth Group first reported a position in IAI in Q2 2024 and has held it in 7 quarters since. 191 funds tracked by Wall St. Rank hold IAI as of Q4 2025.

  • CIBC Private Wealth Group held 359 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $64.4K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares US Broker-Dealers & Securities Exchanges ETF share count unchanged in Q4 2025.
  • iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1684 holding.
  • CIBC Private Wealth Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2024 and has held it in 7 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.