CIBC Private Wealth Group
IMCG icon

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

CIBC Private Wealth Group’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.33M Buy
16,717
+10,810
+183% +$879K ﹤0.01% 656
2025
Q3 		$489K Sell
5,907
-184
-3% -$15K ﹤0.01% 870
2025
Q2 		$489K Buy
6,091
+341
+6% +$25.4K ﹤0.01% 847
2025
Q1 		$364K Buy
5,750
+5,350
+1,338% +$408K ﹤0.01% 897
2024
Q4 		$30.6K Hold
400
– – ﹤0.01% 1888
2024
Q3 		$29.2K Buy
+400
New +$27.7K ﹤0.01% 1991

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Morningstar Mid-Cap Growth ETF (IMCG) stake by 183% in Q4 2025, buying an estimated $879K and bringing the position to 16,717 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #656.

CIBC Private Wealth Group first reported a position in IMCG in Q3 2024 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold IMCG as of Q4 2025.

  • CIBC Private Wealth Group held 16,717 shares of iShares Morningstar Mid-Cap Growth ETF worth $1.33M as of Q4 2025.
  • CIBC Private Wealth Group bought 10,810 iShares Morningstar Mid-Cap Growth ETF shares in Q4 2025, an estimated $879K.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #656 holding.
  • CIBC Private Wealth Group first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q4 2025.

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