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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$564M	Buy	4,762,780 +993,996	+26%	+$118M	0.95%	19
2025 Q3	$441M	Buy	3,768,784 +538,780	+17%	+$60M	0.76%	25
2025 Q2	$343M	Sell	3,230,004 -234,068	-7%	-$22.4M	0.61%	39
2025 Q1	$277M	Sell	3,464,072 -323,280	-9%	-$31.9M	0.59%	48
2024 Q4	$383M	Buy	3,787,352 +118,448	+3%	+$11.7M	0.69%	28
2024 Q3	$344M	Buy	3,668,904 +350,512	+11%	+$31.8M	0.62%	44
2024 Q2	$314M	Buy	3,318,392 +397,324	+14%	+$33.9M	0.59%	44
2024 Q1	$246M	Buy	2,921,068 +266,464	+10%	+$21.5M	0.48%	57
2023 Q4	$201M	Buy	2,654,604 +200,996	+8%	+$14.2M	0.43%	68
2023 Q3	$163M	Buy	2,453,608 +188,280	+8%	+$13M	0.39%	70
2023 Q2	$156M	Buy	2,265,328 +81,332	+4%	+$5.17M	0.34%	80
2023 Q1	$81.4M	Sell	2,183,996 -643,464	-23%	-$37.1M	0.18%	126
2022 Q4	$134M	Buy	2,827,460 +779,600	+38%	+$42.9M	0.45%	64
2022 Q3	$108M	Buy	2,047,860 +32,588	+2%	+$1.92M	0.29%	85
2022 Q2	$110M	Sell	2,015,272 -119,440	-6%	-$7.17M	0.29%	85
2022 Q1	$148M	Sell	2,134,712 -75,904	-3%	-$5.18M	0.32%	78
2021 Q4	$169M	Buy	2,210,616 +122,052	+6%	+$9.05M	0.35%	79
2021 Q3	$143M	Sell	2,088,564 -165,252	-7%	-$11.7M	0.33%	80
2021 Q2	$153M	Sell	2,253,816 -53,404	-2%	-$3.44M	0.35%	80
2021 Q1	$140M	Sell	2,307,220 -141,228	-6%	-$8.6M	0.35%	71
2020 Q4	$148M	Sell	2,448,448 -20,472	-0.8%	-$1.17M	0.39%	69
2020 Q3	$133M	Buy	2,468,920 +90,684	+4%	+$4.78M	0.41%	65
2020 Q2	$114M	Sell	2,378,236 -288,384	-11%	-$12.7M	0.55%	57
2020 Q1	$100M	Buy	2,666,620 +48,288	+2%	+$2.08M	0.43%	65
2019 Q4	$115M	Sell	2,618,332 -28,372	-1%	-$1.18M	0.38%	81
2019 Q3	$106M	Sell	2,646,704 -3,928	-0.1%	-$157K	0.37%	81
2019 Q2	$104M	Sell	2,650,632 -91,860	-3%	-$3.55M	0.37%	85
2019 Q1	$104M	Sell	2,742,492 -90,400	-3%	-$3.25M	0.4%	82
2018 Q4	$92.7M	Buy	2,832,892 +137,464	+5%	+$4.85M	0.41%	76
2018 Q3	$105M	Sell	2,695,428 -41,020	-1%	-$1.55M	0.4%	78
2018 Q2	$98.4M	Sell	2,736,448 -69,992	-2%	-$2.47M	0.4%	79
2018 Q1	$95.5M	Sell	2,806,440 -105,348	-4%	-$3.69M	0.42%	73
2017 Q4	$98M	Sell	2,911,788 -309,988	-10%	-$10.2M	0.42%	73
2017 Q3	$101M	Sell	3,221,776 -283,332	-8%	-$8.67M	0.46%	63
2017 Q2	$104M	Buy	3,505,108 +538,820	+18%	+$15.8M	0.65%	51
2017 Q1	$84.4M	Buy	2,966,288 +146,168	+5%	+$4.05M	0.53%	64
2016 Q4	$74M	Buy	2,820,120 +74,300	+3%	+$1.93M	0.49%	67
2016 Q3	$71.5M	Sell	2,745,820 -343,516	-11%	-$8.93M	0.5%	66
2016 Q2	$77.5M	Sell	3,089,336 -1,313,104	-30%	-$32.8M	0.57%	61
2016 Q1	$110M	Sell	4,402,440 -1,670,020	-28%	-$39.5M	0.85%	40
2015 Q4	$151M	Sell	6,072,460 -7,476	-0.1%	-$187K	1.18%	16
2015 Q3	$141M	Sell	6,079,936 -150,004	-2%	-$3.69M	1.16%	19
2015 Q2	$154M	Sell	6,229,940 -34,968	-0.6%	-$879K	1.12%	17
2015 Q1	$155M	Buy	6,264,908 +1,212	+0%	+$29.6K	1.14%	14
2014 Q4	$150M	Buy	6,263,696 +762,952	+14%	+$17.8M	1.15%	17
2014 Q3	$126M	Buy	5,500,744 +30,744	+0.6%	+$704K	0.99%	22
2014 Q2	$124M	Buy	5,470,000 +256,276	+5%	+$5.62M	1.01%	24
2014 Q1	$114M	Buy	+5,213,724	New	+$112M	0.97%	24

Other funds holding IWF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

CIBC Private Wealth Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 26% in Q4 2025, buying an estimated $118M and bringing the position to 4,762,780 shares worth $564M. The position accounts for 0.95% of the portfolio, ranked #19.

CIBC Private Wealth Group first reported a position in IWF in Q1 2014 and has held it in 48 quarters since. 2,520 funds tracked by Wall St. Rank hold IWF as of Q4 2025.

CIBC Private Wealth Group held 4,762,780 shares of iShares Russell 1000 Growth ETF worth $564M as of Q4 2025.
CIBC Private Wealth Group bought 993,996 iShares Russell 1000 Growth ETF shares in Q4 2025, an estimated $118M.
iShares Russell 1000 Growth ETF made up 0.95% of CIBC Private Wealth Group's portfolio in Q4 2025, its #19 holding.
CIBC Private Wealth Group first reported a position in iShares Russell 1000 Growth ETF in Q1 2014 and has held it in 48 quarters since.
2,520 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2025.

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