CIBC Private Wealth Group’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$242K	Hold	1,536	–	–	﹤0.01%	1112
2025 Q3	$229K	Hold	1,536	–	–	﹤0.01%	1124
2025 Q2	$196K	Hold	1,536	–	–	﹤0.01%	1137
2025 Q1	$150K	Hold	1,536	–	–	﹤0.01%	1187
2024 Q4	$198K	Hold	1,536	–	–	﹤0.01%	1159
2024 Q3	$189K	Buy	1,536 +363	+31%	+$43.9K	﹤0.01%	1213
2024 Q2	$133K	Hold	1,173	–	–	﹤0.01%	1283
2024 Q1	$141K	Buy	+1,173	New	+$135K	﹤0.01%	1254
2022 Q3	–	Sell	-905	Closed	-$94K	–	1054
2022 Q2	$94K	Hold	905	–	–	﹤0.01%	931
2022 Q1	$117K	Buy	+905	New	+$116K	﹤0.01%	994

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

TCM

TABR Capital Management Orange, California $117M AUM 33.23% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

CIBC Private Wealth Group held its iShares Micro-Cap ETF (IWC) position steady in Q4 2025 at 1,536 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.

CIBC Private Wealth Group first reported a position in IWC in Q1 2022 and has held it in 10 quarters since. 259 funds tracked by Wall St. Rank hold IWC as of Q4 2025.

CIBC Private Wealth Group held 1,536 shares of iShares Micro-Cap ETF worth $242K as of Q4 2025.
CIBC Private Wealth Group left its iShares Micro-Cap ETF share count unchanged in Q4 2025.
iShares Micro-Cap ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1112 holding.
CIBC Private Wealth Group first reported a position in iShares Micro-Cap ETF in Q1 2022 and has held it in 10 quarters since.
259 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q4 2025.

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