CIBC Private Wealth Group’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$7.18K	Buy	+42	New	+$7.09K	﹤0.01%	2530

Other funds holding IWL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

RIS

Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FreeGulliver LLC New Orleans, Louisiana $284M AUM 24.22% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares Russell Top 200 ETF (IWL) in Q4 2025: 42 shares worth $7.18K. The stake represents ﹤0.01% of the portfolio and ranks #2530 among its holdings.

221 funds tracked by Wall St. Rank hold IWL as of Q4 2025.

CIBC Private Wealth Group held 42 shares of iShares Russell Top 200 ETF worth $7.18K as of Q4 2025.
iShares Russell Top 200 ETF was a new CIBC Private Wealth Group position in Q4 2025.
iShares Russell Top 200 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2530 holding.
221 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q4 2025.

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