CIBC Private Wealth Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

CIBC Private Wealth Group’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$29.6M	Buy	246,674 +92,607	+60%	+$11.1M	0.05%	236
2025 Q3	$18.3M	Sell	154,067 -10,556	-6%	-$1.21M	0.03%	293
2025 Q2	$18M	Sell	164,623 -10,211	-6%	-$1.06M	0.03%	293
2025 Q1	$15.8M	Sell	174,834 -17,833	-9%	-$2.01M	0.03%	276
2024 Q4	$22.2M	Sell	192,667 -53,087	-22%	-$6.34M	0.04%	256
2024 Q3	$28.7M	Sell	245,754 -76,863	-24%	-$8.68M	0.05%	238
2024 Q2	$34.3M	Sell	322,617 -1,177	-0.4%	-$126K	0.06%	206
2024 Q1	$35.4M	Buy	323,794 +14,518	+5%	+$1.54M	0.07%	206
2023 Q4	$33.5M	Buy	309,276 +12,067	+4%	+$1.16M	0.07%	213
2023 Q3	$28M	Sell	297,209 -54,833	-16%	-$5.48M	0.07%	222
2023 Q2	$35.1M	Sell	352,042 -17,358	-5%	-$1.65M	0.08%	211
2023 Q1	$37.9M	Buy	369,400 +4,421	+1%	+$442K	0.08%	190
2022 Q4	$14.9M	Sell	364,979 -9,236	-2%	-$886K	0.05%	223
2022 Q3	$32.6M	Sell	374,215 -273	-0.1%	-$26.5K	0.09%	168
2022 Q2	$34.6M	Sell	374,488 -7,238	-2%	-$720K	0.09%	169
2022 Q1	$41.2M	Buy	381,726 +11,590	+3%	+$1.25M	0.09%	162
2021 Q4	$42.4M	Buy	370,136 +12,785	+4%	+$1.46M	0.09%	166
2021 Q3	$39M	Sell	357,351 -9,123	-2%	-$1M	0.09%	167
2021 Q2	$41.4M	Sell	366,474 -3,022	-0.8%	-$337K	0.1%	164
2021 Q1	$40.1M	Buy	369,496 +980	+0.3%	+$103K	0.1%	169
2020 Q4	$33.9M	Buy	368,516 +7,812	+2%	+$642K	0.09%	173
2020 Q3	$25.3M	Buy	360,704 +211,257	+141%	+$15.1M	0.08%	175
2020 Q2	$10.2M	Sell	149,447 -269,097	-64%	-$17M	0.05%	233
2020 Q1	$23.5M	Sell	418,544 -14,223	-3%	-$1.06M	0.1%	155
2019 Q4	$36.3M	Sell	432,767 -1,155	-0.3%	-$92.9K	0.12%	149
2019 Q3	$33.8M	Buy	433,922 +7,133	+2%	+$552K	0.12%	152
2019 Q2	$33.4M	Buy	426,789 +4,849	+1%	+$376K	0.12%	163
2019 Q1	$32.6M	Buy	421,940 +3,122	+0.7%	+$240K	0.13%	159
2018 Q4	$29M	Sell	418,818 -500,805	-54%	-$38.7M	0.13%	157
2018 Q3	$80.2M	Buy	919,623 +16,356	+2%	+$1.43M	0.3%	98
2018 Q2	$75.4M	Sell	903,267 -11,185	-1%	-$911K	0.31%	99
2018 Q1	$70.4M	Sell	914,452 -11,056	-1%	-$861K	0.31%	102
2017 Q4	$71.1M	Sell	925,508 -46,596	-5%	-$3.51M	0.3%	102
2017 Q3	$72.1M	Buy	972,104 +148,812	+18%	+$10.4M	0.33%	89
2017 Q2	$57.7M	Sell	823,292 -6,583	-0.8%	-$456K	0.36%	80
2017 Q1	$57.4M	Buy	829,875 +179,727	+28%	+$12.4M	0.36%	81
2016 Q4	$44.7M	Buy	650,148 +316,376	+95%	+$20.4M	0.3%	87
2016 Q3	$20.7M	Buy	333,772 +217,844	+188%	+$13.3M	0.14%	131
2016 Q2	$6.74M	Buy	115,928 +1,350	+1%	+$77K	0.05%	241
2016 Q1	$6.45M	Sell	114,578 -1,866	-2%	-$97.4K	0.05%	242
2015 Q4	$6.41M	Buy	116,444 +4,950	+4%	+$279K	0.05%	241
2015 Q3	$5.94M	Sell	111,494 -1,164	-1%	-$66K	0.05%	255
2015 Q2	$6.64M	Buy	112,658 +1,148	+1%	+$67.9K	0.05%	257
2015 Q1	$6.58M	Sell	111,510 -11,780	-10%	-$675K	0.05%	257
2014 Q4	$7.03M	Sell	123,290 -673,776	-85%	-$36.8M	0.05%	244
2014 Q3	$41.6M	Sell	797,066 -57,162	-7%	-$3.11M	0.33%	90
2014 Q2	$47.9M	Buy	854,228 +1,486	+0.2%	+$80.4K	0.39%	83
2014 Q1	$47.8M	Buy	+852,742	New	+$46.1M	0.41%	83

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 60% in Q4 2025, buying an estimated $11.1M and bringing the position to 246,674 shares worth $29.6M. The position accounts for 0.05% of the portfolio, ranked #236.

CIBC Private Wealth Group first reported a position in IJR in Q1 2014 and has held it in 48 quarters since. The position peaked at $80.2M in Q3 2018. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

CIBC Private Wealth Group held 246,674 shares of iShares Core S&P Small-Cap ETF worth $29.6M as of Q4 2025.
CIBC Private Wealth Group bought 92,607 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $11.1M.
iShares Core S&P Small-Cap ETF made up 0.05% of CIBC Private Wealth Group's portfolio in Q4 2025, its #236 holding.
CIBC Private Wealth Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's iShares Core S&P Small-Cap ETF position peaked at $80.2M in Q3 2018.
2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

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