CIBC Private Wealth Group’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$45.3K	Sell	480 -480	-50%	-$45K	﹤0.01%	1826
2025 Q3	$88.7K	Sell	960 -520	-35%	-$46.2K	﹤0.01%	1550
2025 Q2	$127K	Hold	1,480	–	–	﹤0.01%	1299
2025 Q1	$102K	Hold	1,480	–	–	﹤0.01%	1347
2024 Q4	$121K	Hold	1,480	–	–	﹤0.01%	1350
2024 Q3	$117K	Hold	1,480	–	–	﹤0.01%	1407
2024 Q2	$114K	Hold	1,480	–	–	﹤0.01%	1346
2024 Q1	$107K	Buy	+1,480	New	+$102K	﹤0.01%	1369
2018 Q3	–	Sell	-1,480	Closed	-$57K	–	1305
2018 Q2	$57K	Hold	1,480	–	–	﹤0.01%	1142
2018 Q1	$57K	Hold	1,480	–	–	﹤0.01%	1130
2017 Q4	$59K	Buy	+1,480	New	+$57.6K	﹤0.01%	1132

Other funds holding ILCB

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

CIBC Private Wealth Group reduced its iShares Morningstar US Equity ETF (ILCB) stake by 50% in Q4 2025, selling an estimated $45K and leaving 480 shares worth $45.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

CIBC Private Wealth Group first reported a position in ILCB in Q4 2017 and has held it in 11 quarters since. The position peaked at $127K in Q2 2025. 180 funds tracked by Wall St. Rank hold ILCB as of Q4 2025.

CIBC Private Wealth Group held 480 shares of iShares Morningstar US Equity ETF worth $45.3K as of Q4 2025.
CIBC Private Wealth Group sold 480 iShares Morningstar US Equity ETF shares in Q4 2025, an estimated $45K.
iShares Morningstar US Equity ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1826 holding.
CIBC Private Wealth Group first reported a position in iShares Morningstar US Equity ETF in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's iShares Morningstar US Equity ETF position peaked at $127K in Q2 2025.
180 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q4 2025.

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