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

CIBC Private Wealth Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$41.1M Buy
195,334
+10,411
+6% +$2.15M 0.07% 201
2025
Q3 		$37.6M Buy
184,923
+1,271
+0.7% +$253K 0.06% 216
2025
Q2 		$35.7M Buy
183,652
+4,732
+3% +$876K 0.06% 222
2025
Q1 		$29.8M Buy
178,920
+5,410
+3% +$1.03M 0.06% 212
2024
Q4 		$32.3M Buy
173,510
+3,813
+2% +$731K 0.06% 221
2024
Q3 		$32.2M Buy
169,697
+5,111
+3% +$931K 0.06% 228
2024
Q2 		$28.6M Sell
164,586
-2,555
-2% -$447K 0.05% 228
2024
Q1 		$29.8M Buy
167,141
+456
+0.3% +$77.2K 0.06% 228
2023
Q4 		$27.5M Sell
166,685
-506
-0.3% -$78.1K 0.06% 233
2023
Q3 		$25.4M Sell
167,191
-1,833
-1% -$291K 0.06% 230
2023
Q2 		$26.7M Sell
169,024
-4,225
-2% -$646K 0.06% 243
2023
Q1 		$15.4M Sell
173,249
-11,663
-6% -$1.8M 0.03% 276
2022
Q4 		$20.3M Buy
184,912
+9,864
+6% +$1.48M 0.07% 181
2022
Q3 		$23.8M Buy
175,048
+1,121
+0.6% +$168K 0.06% 200
2022
Q2 		$25.2M Sell
173,927
-7,864
-4% -$1.23M 0.07% 202
2022
Q1 		$30.2M Sell
181,791
-7,941
-4% -$1.3M 0.07% 204
2021
Q4 		$31.9M Buy
189,732
+24,337
+15% +$3.99M 0.07% 201
2021
Q3 		$25.9M Sell
165,395
-17,310
-9% -$2.78M 0.06% 215
2021
Q2 		$29M Buy
182,705
+4,397
+2% +$696K 0.07% 204
2021
Q1 		$27M Sell
178,308
-8,304
-4% -$1.2M 0.07% 207
2020
Q4 		$25.5M Sell
186,612
-1,553
-0.8% -$199K 0.07% 197
2020
Q3 		$22.1M Buy
188,165
+40,287
+27% +$4.78M 0.07% 196
2020
Q2 		$16.7M Sell
147,878
-104,845
-41% -$11.5M 0.08% 165
2020
Q1 		$25.1M Sell
252,723
-16,112
-6% -$2.01M 0.11% 149
2019
Q4 		$36.7M Buy
268,835
+24,377
+10% +$3.21M 0.12% 147
2019
Q3 		$31.4M Buy
244,458
+911
+0.4% +$116K 0.11% 159
2019
Q2 		$31M Sell
243,547
-382
-0.2% -$47.8K 0.11% 168
2019
Q1 		$30.1M Sell
243,929
-27,452
-10% -$3.3M 0.12% 164
2018
Q4 		$30.1M Buy
271,381
+45,597
+20% +$5.46M 0.13% 154
2018
Q3 		$28.6M Sell
225,784
-6,795
-3% -$853K 0.11% 176
2018
Q2 		$28.2M Buy
232,579
+1,045
+0.5% +$127K 0.12% 173
2018
Q1 		$27.8M Sell
231,534
-27,453
-11% -$3.42M 0.12% 169
2017
Q4 		$32.2M Buy
258,987
+9,288
+4% +$1.13M 0.14% 165
2017
Q3 		$29.6M Sell
249,699
-10,513
-4% -$1.22M 0.13% 158
2017
Q2 		$30.3M Sell
260,212
-390,324
-60% -$44.9M 0.19% 109
2017
Q1 		$74.8M Sell
650,536
-128,074
-16% -$14.7M 0.47% 67
2016
Q4 		$87.2M Sell
778,610
-10,074
-1% -$1.09M 0.58% 59
2016
Q3 		$83.3M Buy
788,684
+211,843
+37% +$22.3M 0.58% 57
2016
Q2 		$59.5M Buy
576,841
+492,321
+582% +$49.7M 0.43% 73
2016
Q1 		$8.35M Buy
84,520
+4,963
+6% +$465K 0.06% 212
2015
Q4 		$7.79M Sell
79,557
-1,883
-2% -$187K 0.06% 225
2015
Q3 		$7.6M Sell
81,440
-3,797
-4% -$377K 0.06% 225
2015
Q2 		$8.79M Sell
85,237
-448
-0.5% -$47K 0.06% 228
2015
Q1 		$8.83M Buy
85,685
+3,956
+5% +$410K 0.07% 217
2014
Q4 		$8.53M Buy
81,729
+730
+0.9% +$74.4K 0.07% 211
2014
Q3 		$8.11M Sell
80,999
-780
-1% -$79K 0.06% 221
2014
Q2 		$8.28M Sell
81,779
-100
-0.1% -$9.81K 0.07% 207
2014
Q1 		$7.96M Buy
+81,879
New +$7.67M 0.07% 209

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Russell 1000 Value ETF (IWD) stake by 5.6% in Q4 2025, buying an estimated $2.15M and bringing the position to 195,334 shares worth $41.1M. The position accounts for 0.07% of the portfolio, ranked #201.

CIBC Private Wealth Group first reported a position in IWD in Q1 2014 and has held it in 48 quarters since. The position peaked at $87.2M in Q4 2016. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

  • CIBC Private Wealth Group held 195,334 shares of iShares Russell 1000 Value ETF worth $41.1M as of Q4 2025.
  • CIBC Private Wealth Group bought 10,411 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $2.15M.
  • iShares Russell 1000 Value ETF made up 0.07% of CIBC Private Wealth Group's portfolio in Q4 2025, its #201 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell 1000 Value ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares Russell 1000 Value ETF position peaked at $87.2M in Q4 2016.
  • 1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

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