CIBC Private Wealth Group’s iShares Russell 1000 ETF IWB Stock Holding History

CIBC Private Wealth Group’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$206M	Buy	552,047 +187,983	+52%	+$69.6M	0.35%	75
2025 Q3	$133M	Sell	364,064 -4,168	-1%	-$1.47M	0.23%	114
2025 Q2	$125M	Sell	368,232 -6,618	-2%	-$2.08M	0.22%	112
2025 Q1	$102M	Sell	374,850 -118,713	-24%	-$38.4M	0.22%	109
2024 Q4	$160M	Buy	493,563 +101,904	+26%	+$33M	0.29%	91
2024 Q3	$123M	Sell	391,659 -4,783	-1%	-$1.45M	0.22%	108
2024 Q2	$120M	Sell	396,442 -944	-0.2%	-$271K	0.23%	108
2024 Q1	$114M	Sell	397,386 -40,954	-9%	-$11.2M	0.22%	107
2023 Q4	$115M	Buy	438,340 +70,783	+19%	+$17.3M	0.24%	102
2023 Q3	$86.3M	Sell	367,557 -899	-0.2%	-$220K	0.2%	110
2023 Q2	$89.8M	Sell	368,456 -2,828	-0.8%	-$651K	0.2%	116
2023 Q1	$84.1M	Sell	371,284 -419,880	-53%	-$92.4M	0.19%	118
2022 Q4	$153M	Buy	791,164 +427,193	+117%	+$90.4M	0.52%	62
2022 Q3	$71.8M	Sell	363,971 -13,089	-3%	-$2.87M	0.19%	114
2022 Q2	$78.3M	Buy	377,060 +2,398	+0.6%	+$542K	0.2%	110
2022 Q1	$93.7M	Sell	374,662 -25,094	-6%	-$6.2M	0.2%	108
2021 Q4	$106M	Buy	399,756 +30,452	+8%	+$7.84M	0.22%	108
2021 Q3	$89.3M	Sell	369,304 -31,857	-8%	-$7.92M	0.21%	104
2021 Q2	$97.1M	Sell	401,161 -18,887	-4%	-$4.45M	0.22%	106
2021 Q1	$94M	Sell	420,048 -39,853	-9%	-$8.73M	0.24%	107
2020 Q4	$97.4M	Sell	459,901 -3,310	-0.7%	-$661K	0.26%	97
2020 Q3	$85.6M	Buy	463,211 +61,189	+15%	+$11.3M	0.26%	90
2020 Q2	$69M	Sell	402,022 -101,200	-20%	-$16.4M	0.34%	70
2020 Q1	$71.2M	Sell	503,222 -25,284	-5%	-$4.27M	0.31%	85
2019 Q4	$94.3M	Sell	528,506 -7,322	-1%	-$1.25M	0.31%	95
2019 Q3	$88.2M	Sell	535,828 -5,952	-1%	-$977K	0.31%	93
2019 Q2	$88.2M	Sell	541,780 -1,755	-0.3%	-$281K	0.31%	94
2019 Q1	$85.5M	Sell	543,535 -251,462	-32%	-$38M	0.33%	97
2018 Q4	$110M	Buy	794,997 +455,648	+134%	+$68.2M	0.49%	59
2018 Q3	$54.9M	Sell	339,349 -1,005	-0.3%	-$160K	0.21%	129
2018 Q2	$51.7M	Sell	340,354 -14,860	-4%	-$2.24M	0.21%	128
2018 Q1	$52.2M	Sell	355,214 -43,189	-11%	-$6.56M	0.23%	121
2017 Q4	$59.2M	Sell	398,403 -16,062	-4%	-$2.33M	0.25%	114
2017 Q3	$58M	Buy	414,465 +512	+0.1%	+$70.3K	0.26%	110
2017 Q2	$56M	Buy	413,953 +4,948	+1%	+$661K	0.35%	81
2017 Q1	$53.7M	Buy	409,005 +22,384	+6%	+$2.9M	0.34%	84
2016 Q4	$48.1M	Buy	386,621 +42,690	+12%	+$5.19M	0.32%	84
2016 Q3	$41.4M	Buy	343,931 +37,608	+12%	+$4.52M	0.29%	87
2016 Q2	$35.8M	Buy	306,323 +15,636	+5%	+$1.8M	0.26%	97
2016 Q1	$33.2M	Sell	290,687 -27,557	-9%	-$2.98M	0.26%	94
2015 Q4	$36.1M	Buy	318,244 +21,475	+7%	+$2.46M	0.28%	88
2015 Q3	$31.8M	Sell	296,769 -12,865	-4%	-$1.46M	0.26%	93
2015 Q2	$35.9M	Buy	309,634 +6,007	+2%	+$708K	0.26%	91
2015 Q1	$35.2M	Buy	303,627 +4,525	+2%	+$523K	0.26%	94
2014 Q4	$34.3M	Buy	299,102 +21,310	+8%	+$2.39M	0.26%	96
2014 Q3	$30.5M	Buy	277,792 +260	+0.1%	+$28.7K	0.24%	105
2014 Q2	$30.6M	Sell	277,532 -2,194	-0.8%	-$233K	0.25%	103
2014 Q1	$29.6M	Buy	+279,726	New	+$28.8M	0.25%	108

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Russell 1000 ETF (IWB) stake by 52% in Q4 2025, buying an estimated $69.6M and bringing the position to 552,047 shares worth $206M. The position accounts for 0.35% of the portfolio, ranked #75.

CIBC Private Wealth Group first reported a position in IWB in Q1 2014 and has held it in 48 quarters since. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

CIBC Private Wealth Group held 552,047 shares of iShares Russell 1000 ETF worth $206M as of Q4 2025.
CIBC Private Wealth Group bought 187,983 iShares Russell 1000 ETF shares in Q4 2025, an estimated $69.6M.
iShares Russell 1000 ETF made up 0.35% of CIBC Private Wealth Group's portfolio in Q4 2025, its #75 holding.
CIBC Private Wealth Group first reported a position in iShares Russell 1000 ETF in Q1 2014 and has held it in 48 quarters since.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

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