CIBC Private Wealth Group’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$446K	Hold	5,394	–	–	﹤0.01%	921
2025 Q3	$448K	Sell	5,394 -1,870	-26%	-$153K	﹤0.01%	898
2025 Q2	$579K	Sell	7,264 -2,241	-24%	-$168K	﹤0.01%	801
2025 Q1	$622K	Hold	9,505	–	–	﹤0.01%	751
2024 Q4	$731K	Sell	9,505 -2,895	-23%	-$226K	﹤0.01%	774
2024 Q3	$943K	Hold	12,400	–	–	﹤0.01%	696
2024 Q2	$868K	Hold	12,400	–	–	﹤0.01%	689
2024 Q1	$897K	Hold	12,400	–	–	﹤0.01%	693
2023 Q4	$832K	Hold	12,400	–	–	﹤0.01%	674
2023 Q3	$741K	Hold	12,400	–	–	﹤0.01%	666
2023 Q2	$785K	Hold	12,400	–	–	﹤0.01%	629
2023 Q1	$1.81M	Hold	12,400	–	–	﹤0.01%	536
2022 Q4	$728K	Hold	12,400	–	–	﹤0.01%	565
2022 Q3	$668K	Hold	12,400	–	–	﹤0.01%	660
2022 Q2	$699K	Hold	12,400	–	–	﹤0.01%	654
2022 Q1	$835K	Hold	12,400	–	–	﹤0.01%	664
2021 Q4	$881K	Hold	12,400	–	–	﹤0.01%	674
2021 Q3	$825K	Hold	12,400	–	–	﹤0.01%	652
2021 Q2	$831K	Buy	+12,400	New	+$815K	﹤0.01%	703

Other funds holding IMCB

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

MIC

Means Investment Company Bangor, Maine $1.15B AUM 21.26% 1-Year Est. Return

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

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

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

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

CIBC Private Wealth Group held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q4 2025 at 5,394 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #921.

CIBC Private Wealth Group first reported a position in IMCB in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.81M in Q1 2023. 202 funds tracked by Wall St. Rank hold IMCB as of Q4 2025.

CIBC Private Wealth Group held 5,394 shares of iShares Morningstar Mid-Cap ETF worth $446K as of Q4 2025.
CIBC Private Wealth Group left its iShares Morningstar Mid-Cap ETF share count unchanged in Q4 2025.
iShares Morningstar Mid-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #921 holding.
CIBC Private Wealth Group first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2021 and has held it in 19 quarters since.
CIBC Private Wealth Group's iShares Morningstar Mid-Cap ETF position peaked at $1.81M in Q1 2023.
202 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q4 2025.

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