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

CIBC Private Wealth Group’s Portfolio IJK Stock Details IJK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.87M Sell
19,341
-2,182
-10% -$210K ﹤0.01% 585
2025
Q3 		$2.06M Buy
21,523
+3,567
+20% +$336K ﹤0.01% 558
2025
Q2 		$1.63M Sell
17,956
-65
-0.4% -$5.57K ﹤0.01% 588
2025
Q1 		$1.33M Sell
18,021
-7,164
-28% -$645K ﹤0.01% 604
2024
Q4 		$2.32M Sell
25,185
-737
-3% -$69.4K ﹤0.01% 540
2024
Q3 		$2.38M Sell
25,922
-241
-0.9% -$21.6K ﹤0.01% 537
2024
Q2 		$2.29M Buy
26,163
+1,433
+6% +$127K ﹤0.01% 515
2024
Q1 		$2.25M Buy
24,730
+883
+4% +$73.7K ﹤0.01% 526
2023
Q4 		$1.89M Sell
23,847
-417
-2% -$30.6K ﹤0.01% 523
2023
Q3 		$1.75M Hold
24,264
– – ﹤0.01% 516
2023
Q2 		$1.82M Sell
24,264
-265
-1% -$18.9K ﹤0.01% 517
2023
Q1 		$738K Buy
24,529
+64
+0.3% +$4.57K ﹤0.01% 652
2022
Q4 		$1.39M Sell
24,465
-626
-2% -$43K ﹤0.01% 472
2022
Q3 		$1.58M Sell
25,091
-1,596
-6% -$110K ﹤0.01% 515
2022
Q2 		$1.7M Sell
26,687
-2,954
-10% -$207K ﹤0.01% 516
2022
Q1 		$2.29M Buy
29,641
+2,173
+8% +$168K 0.01% 496
2021
Q4 		$2.34M Buy
27,468
+626
+2% +$52.5K ﹤0.01% 499
2021
Q3 		$2.13M Sell
26,842
-419
-2% -$34K ﹤0.01% 497
2021
Q2 		$2.21M Buy
27,261
+135
+0.5% +$10.8K 0.01% 516
2021
Q1 		$2.13M Sell
27,126
-317
-1% -$24.4K 0.01% 534
2020
Q4 		$1.98M Buy
+27,443
New +$1.83M 0.01% 519
2018
Q3 		– Sell
-2,328
Closed -$131K – 1304
2018
Q2 		$131K Hold
2,328
– – ﹤0.01% 987
2018
Q1 		$127K Buy
2,328
+108
+5% +$5.97K ﹤0.01% 984
2017
Q4 		$120K Buy
+2,220
New +$117K ﹤0.01% 1004

Other funds holding IJK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 10% in Q4 2025, selling an estimated $210K and leaving 19,341 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #585.

CIBC Private Wealth Group first reported a position in IJK in Q4 2017 and has held it in 24 quarters since. The position peaked at $2.38M in Q3 2024. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

  • CIBC Private Wealth Group held 19,341 shares of iShares S&P Mid-Cap 400 Growth ETF worth $1.87M as of Q4 2025.
  • CIBC Private Wealth Group sold 2,182 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $210K.
  • iShares S&P Mid-Cap 400 Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #585 holding.
  • CIBC Private Wealth Group first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2017 and has held it in 24 quarters since.
  • CIBC Private Wealth Group's iShares S&P Mid-Cap 400 Growth ETF position peaked at $2.38M in Q3 2024.
  • 920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

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