CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Core S&P US Growth ETF IUSG Stock Holding History

CIBC Private Wealth Group’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$914K Buy
5,443
+1,110
+26% +$185K ﹤0.01% 724
2025
Q3 		$713K Sell
4,333
-277
-6% -$43.5K ﹤0.01% 767
2025
Q2 		$693K Buy
4,610
+83
+2% +$11.3K ﹤0.01% 752
2025
Q1 		$515K Buy
4,527
+74
+2% +$10.2K ﹤0.01% 799
2024
Q4 		$626K Buy
4,453
+1,660
+59% +$228K ﹤0.01% 804
2024
Q3 		$368K Sell
2,793
-51
-2% -$6.49K ﹤0.01% 966
2024
Q2 		$375K Buy
2,844
+196
+7% +$23.4K ﹤0.01% 902
2024
Q1 		$311K Sell
2,648
-280
-10% -$31.1K ﹤0.01% 962
2023
Q4 		$305K Sell
2,928
-301
-9% -$29.7K ﹤0.01% 925
2023
Q3 		$306K Buy
+3,229
New +$317K ﹤0.01% 885
2020
Q2 		– Sell
-23,360
Closed -$1.33M – 701
2020
Q1 		$1.33M Buy
+23,360
New +$1.54M 0.01% 474
2018
Q3 		– Sell
-100
Closed -$6K – 1329
2018
Q2 		$6K Hold
100
– – ﹤0.01% 1681
2018
Q1 		$5K Hold
100
– – ﹤0.01% 1661
2017
Q4 		$5K Buy
+100
New +$5.26K ﹤0.01% 1681

Other funds holding IUSG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM

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

CIBC Private Wealth Group increased its iShares Core S&P US Growth ETF (IUSG) stake by 26% in Q4 2025, buying an estimated $185K and bringing the position to 5,443 shares worth $914K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

CIBC Private Wealth Group first reported a position in IUSG in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.33M in Q1 2020. 878 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

  • CIBC Private Wealth Group held 5,443 shares of iShares Core S&P US Growth ETF worth $914K as of Q4 2025.
  • CIBC Private Wealth Group bought 1,110 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $185K.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #724 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core S&P US Growth ETF in Q4 2017 and has held it in 14 quarters since.
  • CIBC Private Wealth Group's iShares Core S&P US Growth ETF position peaked at $1.33M in Q1 2020.
  • 878 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

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