CIBC Private Wealth Group
ISCV icon

CIBC Private Wealth Group’s iShares Morningstar Small-Cap Value ETF ISCV Stock Holding History

CIBC Private Wealth Group’s Portfolio ISCV Stock Details ISCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-690
Closed -$35K – 1323
2018
Q2 		$35K Hold
690
– – ﹤0.01% 1250
2018
Q1 		$33K Hold
690
– – ﹤0.01% 1261
2017
Q4 		$35K Buy
+690
New +$34.1K ﹤0.01% 1263

Other funds holding ISCV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

CIBC Private Wealth Group's ISCV Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of iShares Morningstar Small-Cap Value ETF (ISCV) in Q3 2018, closing a stake of 690 shares — an estimated $35K sold.

CIBC Private Wealth Group first reported a position in ISCV in Q4 2017 and held it in 3 quarters. The position peaked at $35K in Q2 2018. 86 funds tracked by Wall St. Rank hold ISCV as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining iShares Morningstar Small-Cap Value ETF position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 690 iShares Morningstar Small-Cap Value ETF shares in Q3 2018, an estimated $35K.
  • CIBC Private Wealth Group first reported a position in iShares Morningstar Small-Cap Value ETF in Q4 2017 and held it in 3 quarters.
  • CIBC Private Wealth Group's iShares Morningstar Small-Cap Value ETF position peaked at $35K in Q2 2018.
  • 86 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Value ETF as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.