CIBC Private Wealth Group
IJJ icon

CIBC Private Wealth Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

CIBC Private Wealth Group’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.86M Sell
14,110
-1,619
-10% -$211K ﹤0.01% 590
2025
Q3 		$2.04M Buy
15,729
+810
+5% +$104K ﹤0.01% 561
2025
Q2 		$1.84M Sell
14,919
-114
-0.8% -$13.4K ﹤0.01% 568
2025
Q1 		$1.56M Buy
15,033
+114
+0.8% +$14.3K ﹤0.01% 577
2024
Q4 		$1.87M Buy
14,919
+533
+4% +$68K ﹤0.01% 582
2024
Q3 		$1.78M Buy
14,386
+75
+0.5% +$8.92K ﹤0.01% 585
2024
Q2 		$1.61M Buy
14,311
+379
+3% +$43.2K ﹤0.01% 576
2024
Q1 		$1.63M Buy
13,932
+185
+1% +$20.8K ﹤0.01% 572
2023
Q4 		$1.57M Sell
13,747
-2,127
-13% -$219K ﹤0.01% 549
2023
Q3 		$1.6M Buy
15,874
+10,276
+184% +$1.1M ﹤0.01% 534
2023
Q2 		$600K Sell
5,598
-595
-10% -$60.4K ﹤0.01% 662
2023
Q1 		$636K Buy
6,193
+8
+0.1% +$855 ﹤0.01% 670
2022
Q4 		$370K Buy
6,185
+9
+0.1% +$899 ﹤0.01% 659
2022
Q3 		$556K Sell
6,176
-384
-6% -$38.2K ﹤0.01% 687
2022
Q2 		$619K Buy
6,560
+282
+4% +$28.8K ﹤0.01% 670
2022
Q1 		$688K Buy
6,278
+602
+11% +$65K ﹤0.01% 696
2021
Q4 		$628K Buy
5,676
+1,630
+40% +$177K ﹤0.01% 723
2021
Q3 		$417K Hold
4,046
– – ﹤0.01% 755
2021
Q2 		$426K Hold
4,046
– – ﹤0.01% 833
2021
Q1 		$412K Hold
4,046
– – ﹤0.01% 846
2020
Q4 		$349K Sell
4,046
-304
-7% -$23.8K ﹤0.01% 841
2020
Q3 		$293K Buy
+4,350
New +$301K ﹤0.01% 787
2020
Q2 		– Sell
-4,350
Closed -$239K – 693
2020
Q1 		$239K Sell
4,350
-116
-3% -$8.72K ﹤0.01% 769
2019
Q4 		$381K Buy
4,466
+52
+1% +$4.27K ﹤0.01% 751
2019
Q3 		$353K Sell
4,414
-160
-3% -$12.6K ﹤0.01% 752
2019
Q2 		$365K Sell
4,574
-50
-1% -$3.97K ﹤0.01% 777
2019
Q1 		$363K Sell
4,624
-122
-3% -$9.45K ﹤0.01% 783
2018
Q4 		$328K Buy
4,746
+872
+23% +$66.7K ﹤0.01% 767
2018
Q3 		$324K Hold
3,874
– – ﹤0.01% 849
2018
Q2 		$314K Hold
3,874
– – ﹤0.01% 854
2018
Q1 		$299K Hold
3,874
– – ﹤0.01% 862
2017
Q4 		$310K Hold
3,874
– – ﹤0.01% 865
2017
Q3 		$296K Buy
+3,874
New +$287K ﹤0.01% 844

Other funds holding IJJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 10% in Q4 2025, selling an estimated $211K and leaving 14,110 shares worth $1.86M. The position accounts for ﹤0.01% of the portfolio, ranked #590.

CIBC Private Wealth Group first reported a position in IJJ in Q3 2017 and has held it in 33 quarters since. The position peaked at $2.04M in Q3 2025. 839 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

  • CIBC Private Wealth Group held 14,110 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.86M as of Q4 2025.
  • CIBC Private Wealth Group sold 1,619 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $211K.
  • iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #590 holding.
  • CIBC Private Wealth Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 33 quarters since.
  • CIBC Private Wealth Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $2.04M in Q3 2025.
  • 839 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

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