CIBC Private Wealth Group
ILCV icon

CIBC Private Wealth Group’s iShares Morningstar Value ETF ILCV Stock Holding History

CIBC Private Wealth Group’s Portfolio ILCV Stock Details ILCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$28.8K Hold
305
– – ﹤0.01% 2025
2025
Q3 		$27.5K Hold
305
– – ﹤0.01% 2042
2025
Q2 		$25.5K Hold
305
– – ﹤0.01% 1925
2025
Q1 		$22K Hold
305
– – ﹤0.01% 1957
2024
Q4 		$24.8K Hold
305
– – ﹤0.01% 1968
2024
Q3 		$25.1K Hold
305
– – ﹤0.01% 2060
2024
Q2 		$23.5K Hold
305
– – ﹤0.01% 1968
2024
Q1 		$23.4K Buy
+305
New +$22.2K ﹤0.01% 1987
2018
Q3 		– Sell
-262
Closed -$13K – 1306
2018
Q2 		$13K Hold
262
– – ﹤0.01% 1506
2018
Q1 		$13K Buy
262
+2
+0.8% +$106 ﹤0.01% 1472
2017
Q4 		$14K Buy
+260
New +$13.3K ﹤0.01% 1472

Other funds holding ILCV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

CIBC Private Wealth Group held its iShares Morningstar Value ETF (ILCV) position steady in Q4 2025 at 305 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2025.

CIBC Private Wealth Group first reported a position in ILCV in Q4 2017 and has held it in 11 quarters since. 174 funds tracked by Wall St. Rank hold ILCV as of Q4 2025.

  • CIBC Private Wealth Group held 305 shares of iShares Morningstar Value ETF worth $28.8K as of Q4 2025.
  • CIBC Private Wealth Group left its iShares Morningstar Value ETF share count unchanged in Q4 2025.
  • iShares Morningstar Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2025 holding.
  • CIBC Private Wealth Group first reported a position in iShares Morningstar Value ETF in Q4 2017 and has held it in 11 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares Morningstar Value ETF as of Q4 2025.

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