CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

CIBC Private Wealth Group’s Portfolio ISCG Stock Details ISCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-180
Closed -$8.81K – 3076
2024
Q3 		$8.81K Hold
180
– – ﹤0.01% 2437
2024
Q2 		$8.17K Hold
180
– – ﹤0.01% 2361
2024
Q1 		$8.3K Buy
+180
New +$7.96K ﹤0.01% 2350

Other funds holding ISCG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 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
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

CIBC Private Wealth Group's ISCG Position: Q4 2024 in Review

CIBC Private Wealth Group sold out of iShares Morningstar Small-Cap Growth ETF (ISCG) in Q4 2024, closing a stake of 180 shares — an estimated $8.81K sold.

CIBC Private Wealth Group first reported a position in ISCG in Q1 2024 and held it in 3 quarters. The position peaked at $8.81K in Q3 2024. 138 funds tracked by Wall St. Rank hold ISCG as of Q4 2024.

  • CIBC Private Wealth Group reported no remaining iShares Morningstar Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • CIBC Private Wealth Group sold 180 iShares Morningstar Small-Cap Growth ETF shares in Q4 2024, an estimated $8.81K.
  • CIBC Private Wealth Group first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 3 quarters.
  • CIBC Private Wealth Group's iShares Morningstar Small-Cap Growth ETF position peaked at $8.81K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q4 2024.

Based on CIBC Private Wealth Group's 13F filing for Q4 2024, filed 12 Feb 2025.