CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares S&P 500 Value ETF IVE Stock Holding History

CIBC Private Wealth Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$4.43M Sell
20,873
-2,879
-12% -$603K 0.01% 452
2025
Q3 		$4.91M Buy
23,752
+354
+2% +$71.1K 0.01% 433
2025
Q2 		$4.57M Sell
23,398
-576
-2% -$107K 0.01% 442
2025
Q1 		$4.04M Buy
23,974
+26
+0.1% +$5.03K 0.01% 433
2024
Q4 		$4.58M Sell
23,948
-1,492
-6% -$296K 0.01% 436
2024
Q3 		$5.02M Buy
25,440
+1,244
+5% +$236K 0.01% 430
2024
Q2 		$4.39M Sell
24,196
-91
-0.4% -$16.6K 0.01% 422
2024
Q1 		$4.51M Buy
24,287
+2,548
+12% +$453K 0.01% 421
2023
Q4 		$3.78M Sell
21,739
-365
-2% -$58.7K 0.01% 425
2023
Q3 		$3.4M Sell
22,104
-1,172
-5% -$189K 0.01% 427
2023
Q2 		$3.75M Buy
23,276
+885
+4% +$136K 0.01% 431
2023
Q1 		$2.87M Sell
22,391
-513
-2% -$77.5K 0.01% 464
2022
Q4 		$2.26M Buy
22,904
+1,058
+5% +$151K 0.01% 409
2022
Q3 		$2.81M Buy
21,846
+793
+4% +$112K 0.01% 434
2022
Q2 		$2.89M Sell
21,053
-1,622
-7% -$239K 0.01% 434
2022
Q1 		$3.53M Buy
22,675
+643
+3% +$98.9K 0.01% 441
2021
Q4 		$3.45M Buy
22,032
+3,908
+22% +$594K 0.01% 448
2021
Q3 		$2.64M Sell
18,124
-3,560
-16% -$531K 0.01% 467
2021
Q2 		$3.2M Sell
21,684
-4,106
-16% -$605K 0.01% 461
2021
Q1 		$3.64M Sell
25,790
-4,429
-15% -$596K 0.01% 436
2020
Q4 		$3.87M Buy
30,219
+2,904
+11% +$351K 0.01% 415
2020
Q3 		$3.04M Buy
27,315
+12,556
+85% +$1.42M 0.01% 404
2020
Q2 		$1.6M Sell
14,759
-14,350
-49% -$1.52M 0.01% 407
2020
Q1 		$2.8M Buy
29,109
+5,806
+25% +$691K 0.01% 366
2019
Q4 		$3.03M Buy
23,303
+64
+0.3% +$7.96K 0.01% 405
2019
Q3 		$2.77M Sell
23,239
-198
-0.8% -$23.2K 0.01% 418
2019
Q2 		$2.73M Sell
23,437
-568
-2% -$65.1K 0.01% 432
2019
Q1 		$2.71M Sell
24,005
-3,738
-13% -$410K 0.01% 417
2018
Q4 		$2.81M Buy
27,743
+1,129
+4% +$124K 0.01% 398
2018
Q3 		$3.08M Sell
26,614
-3,095
-10% -$355K 0.01% 432
2018
Q2 		$3.27M Sell
29,709
-2,218
-7% -$246K 0.01% 418
2018
Q1 		$3.49M Buy
31,927
+681
+2% +$77.8K 0.02% 405
2017
Q4 		$3.57M Sell
31,246
-305
-1% -$33.8K 0.02% 391
2017
Q3 		$3.4M Buy
31,551
+14,294
+83% +$1.51M 0.02% 392
2017
Q2 		$1.81M Sell
17,257
-24
-0.1% -$2.5K 0.01% 397
2017
Q1 		$1.8M Buy
17,281
+124
+0.7% +$12.9K 0.01% 383
2016
Q4 		$1.74M Buy
17,157
+343
+2% +$33.5K 0.01% 387
2016
Q3 		$1.6M Buy
16,814
+2,699
+19% +$257K 0.01% 392
2016
Q2 		$1.31M Sell
14,115
-393
-3% -$36K 0.01% 418
2016
Q1 		$1.3M Sell
14,508
-100
-0.7% -$8.53K 0.01% 409
2015
Q4 		$1.29M Buy
14,608
+5
+0% +$447 0.01% 404
2015
Q3 		$1.23M Sell
14,603
-59
-0.4% -$5.28K 0.01% 413
2015
Q2 		$1.35M Hold
14,662
– – 0.01% 430
2015
Q1 		$1.36M Hold
14,662
– – 0.01% 424
2014
Q4 		$1.38M Hold
14,662
– – 0.01% 428
2014
Q3 		$1.32M Hold
14,662
– – 0.01% 415
2014
Q2 		$1.32M Buy
14,662
+105
+0.7% +$9.27K 0.01% 404
2014
Q1 		$1.27M Buy
+14,557
New +$1.23M 0.01% 404

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares S&P 500 Value ETF (IVE) stake by 12% in Q4 2025, selling an estimated $603K and leaving 20,873 shares worth $4.43M. The position accounts for 0.01% of the portfolio, ranked #452.

CIBC Private Wealth Group first reported a position in IVE in Q1 2014 and has held it in 48 quarters since. The position peaked at $5.02M in Q3 2024. 1,685 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • CIBC Private Wealth Group held 20,873 shares of iShares S&P 500 Value ETF worth $4.43M as of Q4 2025.
  • CIBC Private Wealth Group sold 2,879 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $603K.
  • iShares S&P 500 Value ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #452 holding.
  • CIBC Private Wealth Group first reported a position in iShares S&P 500 Value ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares S&P 500 Value ETF position peaked at $5.02M in Q3 2024.
  • 1,685 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

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