CIBC Private Wealth Group
ITOT icon

CIBC Private Wealth Group’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

CIBC Private Wealth Group’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$2.3M Sell
15,501
-104
-0.7% -$15.3K ﹤0.01% 545
2025
Q3 		$2.27M Sell
15,605
-707
-4% -$99.1K ﹤0.01% 544
2025
Q2 		$2.2M Buy
16,312
+7,997
+96% +$998K ﹤0.01% 538
2025
Q1 		$899K Buy
8,315
+205
+3% +$26.4K ﹤0.01% 665
2024
Q4 		$1.05M Buy
8,110
+4,392
+118% +$569K ﹤0.01% 685
2024
Q3 		$467K Sell
3,718
-2,094
-36% -$254K ﹤0.01% 892
2024
Q2 		$703K Buy
5,812
+1,419
+32% +$163K ﹤0.01% 731
2024
Q1 		$505K Buy
4,393
+102
+2% +$11.2K ﹤0.01% 834
2023
Q4 		$452K Sell
4,291
-582
-12% -$57K ﹤0.01% 822
2023
Q3 		$459K Buy
+4,873
New +$479K ﹤0.01% 776
2022
Q4 		– Sell
-2,805
Closed -$223K – 894
2022
Q3 		$223K Buy
2,805
+179
+7% +$15.8K ﹤0.01% 844
2022
Q2 		$220K Buy
2,626
+1
+0% +$91 ﹤0.01% 865
2022
Q1 		$265K Sell
2,625
-419
-14% -$41.8K ﹤0.01% 879
2021
Q4 		$326K Sell
3,044
-466
-13% -$48.7K ﹤0.01% 853
2021
Q3 		$345K Buy
3,510
+905
+35% +$91.5K ﹤0.01% 794
2021
Q2 		$257K Buy
2,605
+188
+8% +$18.1K ﹤0.01% 937
2021
Q1 		$221K Sell
2,417
-182
-7% -$16.3K ﹤0.01% 974
2020
Q4 		$224K Sell
2,599
-95,715
-97% -$7.75M ﹤0.01% 929
2020
Q3 		$7.42M Buy
+98,314
New +$7.34M 0.02% 327
2020
Q2 		– Sell
-96,486
Closed -$5.52M – 700
2020
Q1 		$5.52M Buy
96,486
+50
+0.1% +$3.43K 0.02% 306
2019
Q4 		$7.01M Buy
96,436
+1
+0% +$70 0.02% 325
2019
Q3 		$6.47M Buy
96,435
+67
+0.1% +$4.49K 0.02% 324
2019
Q2 		$6.42M Sell
96,368
-49
-0.1% -$3.21K 0.02% 338
2019
Q1 		$6.21M Buy
96,417
+153
+0.2% +$9.49K 0.02% 340
2018
Q4 		$5.46M Buy
96,264
+1
+0% +$61 0.02% 328
2018
Q3 		$6.41M Buy
96,263
+1
+0% +$66 0.02% 349
2018
Q2 		$6.02M Sell
96,262
-268
-0.3% -$16.7K 0.02% 345
2018
Q1 		$5.84M Sell
96,530
-1,045
-1% -$65.3K 0.03% 334
2017
Q4 		$5.97M Buy
97,575
+1
+0% +$60 0.03% 335
2017
Q3 		$5.62M Buy
+97,574
New +$5.5M 0.03% 335

Other funds holding ITOT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 0.67% in Q4 2025, selling an estimated $15.3K and leaving 15,501 shares worth $2.3M. The position accounts for ﹤0.01% of the portfolio, ranked #545.

CIBC Private Wealth Group first reported a position in ITOT in Q3 2017 and has held it in 30 quarters since. The position peaked at $7.42M in Q3 2020. 1,641 funds tracked by Wall St. Rank hold ITOT as of Q4 2025.

  • CIBC Private Wealth Group held 15,501 shares of iShares Core S&P Total US Stock Market ETF worth $2.3M as of Q4 2025.
  • CIBC Private Wealth Group sold 104 iShares Core S&P Total US Stock Market ETF shares in Q4 2025, an estimated $15.3K.
  • iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #545 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2017 and has held it in 30 quarters since.
  • CIBC Private Wealth Group's iShares Core S&P Total US Stock Market ETF position peaked at $7.42M in Q3 2020.
  • 1,641 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q4 2025.

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