CIBC Private Wealth Group
IWN icon

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

CIBC Private Wealth Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$9.51M Sell
52,470
-712
-1% -$128K 0.02% 349
2025
Q3 		$9.4M Buy
53,182
+4,586
+9% +$774K 0.02% 350
2025
Q2 		$7.67M Sell
48,596
-2,458
-5% -$366K 0.01% 373
2025
Q1 		$6.73M Sell
51,054
-693
-1% -$112K 0.01% 366
2024
Q4 		$8.47M Sell
51,747
-358
-0.7% -$61.1K 0.02% 353
2024
Q3 		$8.69M Sell
52,105
-532
-1% -$86.4K 0.02% 357
2024
Q2 		$7.96M Sell
52,637
-3,331
-6% -$509K 0.01% 347
2024
Q1 		$8.79M Buy
55,968
+3,322
+6% +$503K 0.02% 340
2023
Q4 		$8.18M Buy
52,646
+6,658
+14% +$922K 0.02% 334
2023
Q3 		$6.23M Sell
45,988
-9,531
-17% -$1.37M 0.01% 363
2023
Q2 		$7.82M Sell
55,519
-1,732
-3% -$234K 0.02% 349
2023
Q1 		$4.99M Buy
57,251
+319
+0.6% +$46.2K 0.01% 394
2022
Q4 		$5.44M Sell
56,932
-2,293
-4% -$324K 0.02% 324
2022
Q3 		$7.64M Sell
59,225
-5,647
-9% -$816K 0.02% 331
2022
Q2 		$8.83M Sell
64,872
-3,694
-5% -$550K 0.02% 316
2022
Q1 		$11.1M Sell
68,566
-31,894
-32% -$5.08M 0.02% 314
2021
Q4 		$16.7M Sell
100,460
-9,915
-9% -$1.65M 0.03% 286
2021
Q3 		$17.7M Sell
110,375
-19,212
-15% -$3.09M 0.04% 277
2021
Q2 		$21.5M Buy
129,587
+4,512
+4% +$744K 0.05% 242
2021
Q1 		$19.9M Buy
125,075
+54,853
+78% +$8.29M 0.05% 246
2020
Q4 		$9.25M Buy
70,222
+34,889
+99% +$4.12M 0.02% 330
2020
Q3 		$3.51M Sell
35,333
-2,530
-7% -$257K 0.01% 390
2020
Q2 		$3.69M Sell
37,863
-3,939
-9% -$358K 0.02% 322
2020
Q1 		$3.43M Sell
41,802
-7,231
-15% -$811K 0.01% 345
2019
Q4 		$6.31M Buy
49,033
+148
+0.3% +$18.3K 0.02% 338
2019
Q3 		$5.84M Sell
48,885
-3,209
-6% -$379K 0.02% 333
2019
Q2 		$6.28M Buy
52,094
+34
+0.1% +$4.11K 0.02% 340
2019
Q1 		$6.24M Buy
52,060
+3,376
+7% +$403K 0.02% 338
2018
Q4 		$5.24M Sell
48,684
-1,278
-3% -$154K 0.02% 333
2018
Q3 		$6.64M Buy
49,962
+218
+0.4% +$29.4K 0.03% 344
2018
Q2 		$6.56M Sell
49,744
-580
-1% -$74.7K 0.03% 333
2018
Q1 		$6.13M Buy
50,324
+736
+1% +$92.2K 0.03% 324
2017
Q4 		$6.24M Buy
49,588
+1,408
+3% +$176K 0.03% 330
2017
Q3 		$5.98M Buy
48,180
+2,170
+5% +$256K 0.03% 327
2017
Q2 		$5.47M Sell
46,010
-2,024
-4% -$238K 0.03% 279
2017
Q1 		$5.68M Buy
48,034
+1,687
+4% +$200K 0.04% 273
2016
Q4 		$5.51M Buy
46,347
+2,721
+6% +$301K 0.04% 274
2016
Q3 		$4.57M Buy
43,626
+582
+1% +$59.6K 0.03% 289
2016
Q2 		$4.19M Sell
43,044
-1,912
-4% -$182K 0.03% 287
2016
Q1 		$4.19M Sell
44,956
-1,038
-2% -$90.1K 0.03% 283
2015
Q4 		$4.23M Buy
45,994
+3,131
+7% +$297K 0.03% 282
2015
Q3 		$3.86M Sell
42,863
-449
-1% -$43.1K 0.03% 290
2015
Q2 		$4.42M Sell
43,312
-1,229
-3% -$127K 0.03% 304
2015
Q1 		$4.6M Sell
44,541
-1,268
-3% -$128K 0.03% 295
2014
Q4 		$4.66M Sell
45,809
-204
-0.4% -$20K 0.04% 294
2014
Q3 		$4.3M Sell
46,013
-724
-2% -$71.7K 0.03% 297
2014
Q2 		$4.83M Sell
46,737
-510
-1% -$50.7K 0.04% 279
2014
Q1 		$4.84M Buy
+47,247
New +$4.66M 0.04% 271

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Russell 2000 Value ETF (IWN) stake by 1.3% in Q4 2025, selling an estimated $128K and leaving 52,470 shares worth $9.51M. The position accounts for 0.02% of the portfolio, ranked #349.

CIBC Private Wealth Group first reported a position in IWN in Q1 2014 and has held it in 48 quarters since. The position peaked at $21.5M in Q2 2021. 1,043 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

  • CIBC Private Wealth Group held 52,470 shares of iShares Russell 2000 Value ETF worth $9.51M as of Q4 2025.
  • CIBC Private Wealth Group sold 712 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $128K.
  • iShares Russell 2000 Value ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #349 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell 2000 Value ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's iShares Russell 2000 Value ETF position peaked at $21.5M in Q2 2021.
  • 1,043 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

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