CIBC Private Wealth Group
IJS icon

CIBC Private Wealth Group’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

CIBC Private Wealth Group’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.25M Buy
10,987
+140
+1% +$15.7K ﹤0.01% 664
2025
Q3 		$1.2M Sell
10,847
-45
-0.4% -$4.78K ﹤0.01% 662
2025
Q2 		$1.08M Sell
10,892
-13
-0.1% -$1.23K ﹤0.01% 656
2025
Q1 		$911K Sell
10,905
-1,403
-11% -$148K ﹤0.01% 663
2024
Q4 		$1.33M Buy
12,308
+108
+0.9% +$12K ﹤0.01% 643
2024
Q3 		$1.31M Buy
12,200
+211
+2% +$21.9K ﹤0.01% 635
2024
Q2 		$1.16M Sell
11,989
-154
-1% -$15.1K ﹤0.01% 633
2024
Q1 		$1.23M Buy
12,143
+2,634
+28% +$261K ﹤0.01% 619
2023
Q4 		$980K Sell
9,509
-300
-3% -$27.3K ﹤0.01% 637
2023
Q3 		$875K Buy
9,809
+7,566
+337% +$721K ﹤0.01% 635
2023
Q2 		$213K Sell
2,243
-13
-0.6% -$1.19K ﹤0.01% 827
2023
Q1 		$211K Buy
+2,256
New +$220K ﹤0.01% 836
2022
Q3 		– Sell
-555
Closed -$49K – 1044
2022
Q2 		$49K Sell
555
-1,930
-78% -$185K ﹤0.01% 971
2022
Q1 		$254K Buy
2,485
+469
+23% +$47.8K ﹤0.01% 894
2021
Q4 		$211K Buy
+2,016
New +$211K ﹤0.01% 962
2018
Q4 		– Sell
-2,452
Closed -$205K – 904
2018
Q3 		$205K Hold
2,452
– – ﹤0.01% 919
2018
Q2 		$200K Hold
2,452
– – ﹤0.01% 922
2018
Q1 		$185K Buy
2,452
+408
+20% +$31.4K ﹤0.01% 937
2017
Q4 		$157K Buy
+2,044
New +$154K ﹤0.01% 963

Other funds holding IJS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 1.3% in Q4 2025, buying an estimated $15.7K and bringing the position to 10,987 shares worth $1.25M. The position accounts for ﹤0.01% of the portfolio, ranked #664.

CIBC Private Wealth Group first reported a position in IJS in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.33M in Q4 2024. 837 funds tracked by Wall St. Rank hold IJS as of Q4 2025.

  • CIBC Private Wealth Group held 10,987 shares of iShares S&P Small-Cap 600 Value ETF worth $1.25M as of Q4 2025.
  • CIBC Private Wealth Group bought 140 iShares S&P Small-Cap 600 Value ETF shares in Q4 2025, an estimated $15.7K.
  • iShares S&P Small-Cap 600 Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #664 holding.
  • CIBC Private Wealth Group first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2017 and has held it in 19 quarters since.
  • CIBC Private Wealth Group's iShares S&P Small-Cap 600 Value ETF position peaked at $1.33M in Q4 2024.
  • 837 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q4 2025.

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