CIBC Private Wealth Group
IUSV icon

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

CIBC Private Wealth Group’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.77M Buy
36,745
+32,517
+769% +$3.3M 0.01% 476
2025
Q3 		$423K Sell
4,228
-102
-2% -$9.93K ﹤0.01% 922
2025
Q2 		$410K Sell
4,330
-161
-4% -$14.5K ﹤0.01% 887
2025
Q1 		$366K Sell
4,491
-106
-2% -$9.95K ﹤0.01% 895
2024
Q4 		$427K Buy
4,597
+2,740
+148% +$264K ﹤0.01% 912
2024
Q3 		$177K Hold
1,857
– – ﹤0.01% 1243
2024
Q2 		$163K Hold
1,857
– – ﹤0.01% 1203
2024
Q1 		$167K Buy
+1,857
New +$160K ﹤0.01% 1199
2023
Q1 		– Sell
-1,640
Closed -$571K – 911
2022
Q4 		$571K Buy
+1,640
New +$114K ﹤0.01% 595
2022
Q3 		– Sell
-1,640
Closed -$110K – 1053
2022
Q2 		$110K Hold
1,640
– – ﹤0.01% 919
2022
Q1 		$124K Buy
+1,640
New +$123K ﹤0.01% 991

Other funds holding IUSV

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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Core S&P US Value ETF (IUSV) stake by 769% in Q4 2025, buying an estimated $3.3M and bringing the position to 36,745 shares worth $3.77M. The position accounts for 0.01% of the portfolio, ranked #476.

CIBC Private Wealth Group first reported a position in IUSV in Q1 2022 and has held it in 11 quarters since. 796 funds tracked by Wall St. Rank hold IUSV as of Q4 2025.

  • CIBC Private Wealth Group held 36,745 shares of iShares Core S&P US Value ETF worth $3.77M as of Q4 2025.
  • CIBC Private Wealth Group bought 32,517 iShares Core S&P US Value ETF shares in Q4 2025, an estimated $3.3M.
  • iShares Core S&P US Value ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #476 holding.
  • CIBC Private Wealth Group first reported a position in iShares Core S&P US Value ETF in Q1 2022 and has held it in 11 quarters since.
  • 796 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2025.

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