CIBC Private Wealth Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$170M	Buy	689,771 +49,149	+8%	+$12.1M	0.29%	92
2025 Q3	$155M	Buy	640,622 +15,281	+2%	+$3.51M	0.27%	99
2025 Q2	$135M	Buy	625,341 +24,227	+4%	+$4.88M	0.24%	108
2025 Q1	$105M	Buy	601,114 +26,028	+5%	+$5.65M	0.22%	106
2024 Q4	$128M	Sell	575,086 -45,780	-7%	-$10.4M	0.23%	103
2024 Q3	$137M	Sell	620,866 -1,269	-0.2%	-$272K	0.25%	97
2024 Q2	$126M	Sell	622,135 -9,089	-1%	-$1.84M	0.24%	104
2024 Q1	$131M	Buy	631,224 +45,724	+8%	+$9.12M	0.26%	97
2023 Q4	$118M	Buy	585,500 +31,202	+6%	+$5.59M	0.25%	100
2023 Q3	$98M	Sell	554,298 -587	-0.1%	-$110K	0.23%	103
2023 Q2	$104M	Sell	554,885 -8,899	-2%	-$1.59M	0.23%	103
2023 Q1	$67.1M	Sell	563,784 -1,310	-0.2%	-$241K	0.15%	145
2022 Q4	$67.2M	Sell	565,094 -5,218	-0.9%	-$928K	0.23%	82
2022 Q3	$94.1M	Sell	570,312 -13,533	-2%	-$2.47M	0.25%	95
2022 Q2	$98.9M	Buy	583,845 +8,252	+1%	+$1.52M	0.26%	93
2022 Q1	$118M	Buy	575,593 +27,058	+5%	+$5.52M	0.26%	98
2021 Q4	$122M	Buy	548,535 +87,093	+19%	+$19.7M	0.25%	96
2021 Q3	$101M	Sell	461,442 -83,579	-15%	-$18.5M	0.23%	100
2021 Q2	$125M	Sell	545,021 -4,547	-0.8%	-$1.02M	0.29%	90
2021 Q1	$121M	Sell	549,568 -8,577	-2%	-$1.87M	0.31%	86
2020 Q4	$109M	Sell	558,145 -23,796	-4%	-$4.16M	0.29%	87
2020 Q3	$86.2M	Buy	581,941 +202,001	+53%	+$30.4M	0.26%	88
2020 Q2	$54.4M	Sell	379,940 -377,546	-50%	-$49.5M	0.26%	78
2020 Q1	$86.7M	Buy	757,486 +196,679	+35%	+$29.3M	0.37%	73
2019 Q4	$92.9M	Buy	560,807 +30,349	+6%	+$4.8M	0.3%	96
2019 Q3	$80.3M	Buy	530,458 +25,646	+5%	+$3.92M	0.28%	97
2019 Q2	$78.5M	Buy	504,812 +671	+0.1%	+$103K	0.28%	99
2019 Q1	$77.2M	Buy	504,141 +57,761	+13%	+$8.68M	0.3%	100
2018 Q4	$59.8M	Buy	446,380 +213,959	+92%	+$31.9M	0.27%	106
2018 Q3	$39.2M	Buy	232,421 +748	+0.3%	+$126K	0.15%	152
2018 Q2	$37.9M	Sell	231,673 -3,944	-2%	-$631K	0.15%	147
2018 Q1	$35.8M	Sell	235,617 -575	-0.2%	-$88.8K	0.16%	154
2017 Q4	$36M	Sell	236,192 -3,084	-1%	-$463K	0.15%	157
2017 Q3	$35.5M	Buy	239,276 +87,803	+58%	+$12.4M	0.16%	152
2017 Q2	$21.3M	Buy	151,473 +9,356	+7%	+$1.29M	0.13%	131
2017 Q1	$19.5M	Buy	142,117 +46,051	+48%	+$6.29M	0.12%	134
2016 Q4	$13M	Buy	96,066 +472	+0.5%	+$60.3K	0.09%	181
2016 Q3	$11.9M	Sell	95,594 -272	-0.3%	-$33.1K	0.08%	187
2016 Q2	$11M	Sell	95,866 -4,096	-4%	-$462K	0.08%	186
2016 Q1	$11.1M	Sell	99,962 -280	-0.3%	-$29K	0.09%	177
2015 Q4	$11.3M	Buy	100,242 +3,028	+3%	+$349K	0.09%	180
2015 Q3	$10.6M	Sell	97,214 -1,385	-1%	-$164K	0.09%	177
2015 Q2	$12.3M	Buy	98,599 +7,173	+8%	+$896K	0.09%	182
2015 Q1	$11.4M	Sell	91,426 -25,316	-22%	-$3.05M	0.08%	179
2014 Q4	$14M	Buy	116,742 +13,887	+14%	+$1.59M	0.11%	151
2014 Q3	$11.2M	Sell	102,855 -6,386	-6%	-$731K	0.09%	178
2014 Q2	$13M	Sell	109,241 -4,492	-4%	-$510K	0.11%	159
2014 Q1	$13.5M	Buy	+113,733	New	+$13.1M	0.11%	149

Other funds holding IWM

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q4 2025, buying an estimated $12.1M and bringing the position to 689,771 shares worth $170M. The position accounts for 0.29% of the portfolio, ranked #92.

CIBC Private Wealth Group first reported a position in IWM in Q1 2014 and has held it in 48 quarters since. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

CIBC Private Wealth Group held 689,771 shares of iShares Russell 2000 ETF worth $170M as of Q4 2025.
CIBC Private Wealth Group bought 49,149 iShares Russell 2000 ETF shares in Q4 2025, an estimated $12.1M.
iShares Russell 2000 ETF made up 0.29% of CIBC Private Wealth Group's portfolio in Q4 2025, its #92 holding.
CIBC Private Wealth Group first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 48 quarters since.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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