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

CIBC Private Wealth Group’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$8.67M Buy
26,849
+42
+0.2% +$13.7K 0.01% 359
2025
Q3 		$8.58M Buy
26,807
+352
+1% +$106K 0.01% 358
2025
Q2 		$7.56M Buy
26,455
+328
+1% +$86.3K 0.01% 374
2025
Q1 		$5.86M Sell
26,127
-150
-0.6% -$42.3K 0.01% 378
2024
Q4 		$7.65M Sell
26,277
-1,151
-4% -$340K 0.01% 362
2024
Q3 		$7.79M Buy
27,428
+276
+1% +$75.6K 0.01% 371
2024
Q2 		$7.15M Buy
27,152
+5,340
+24% +$1.39M 0.01% 359
2024
Q1 		$5.86M Buy
21,812
+228
+1% +$58.3K 0.01% 388
2023
Q4 		$5.44M Buy
21,584
+39
+0.2% +$8.79K 0.01% 375
2023
Q3 		$4.83M Sell
21,545
-146
-0.7% -$34.9K 0.01% 384
2023
Q2 		$5.26M Buy
21,691
+172
+0.8% +$39.4K 0.01% 393
2023
Q1 		$2.34M Sell
21,519
-25,887
-55% -$5.92M 0.01% 490
2022
Q4 		$10.2M Buy
47,406
+25,227
+114% +$5.53M 0.03% 264
2022
Q3 		$4.58M Sell
22,179
-373
-2% -$84K 0.01% 378
2022
Q2 		$4.65M Sell
22,552
-2,319
-9% -$517K 0.01% 380
2022
Q1 		$6.36M Sell
24,871
-14,205
-36% -$3.64M 0.01% 377
2021
Q4 		$11.5M Buy
39,076
+14,701
+60% +$4.43M 0.02% 316
2021
Q3 		$7.16M Sell
24,375
-247
-1% -$74.2K 0.02% 359
2021
Q2 		$7.67M Sell
24,622
-96
-0.4% -$28.9K 0.02% 361
2021
Q1 		$7.43M Sell
24,718
-6,441
-21% -$2M 0.02% 359
2020
Q4 		$8.93M Buy
31,159
+5,499
+21% +$1.4M 0.02% 335
2020
Q3 		$5.67M Buy
25,660
+1,780
+7% +$390K 0.02% 348
2020
Q2 		$4.94M Sell
23,880
-1,990
-8% -$372K 0.02% 301
2020
Q1 		$4.09M Sell
25,870
-19,824
-43% -$3.94M 0.02% 336
2019
Q4 		$9.79M Buy
45,694
+14,872
+48% +$3.02M 0.03% 289
2019
Q3 		$5.94M Buy
30,822
+534
+2% +$106K 0.02% 330
2019
Q2 		$6.08M Sell
30,288
-338
-1% -$66.8K 0.02% 342
2019
Q1 		$6.02M Sell
30,626
-24,239
-44% -$4.61M 0.02% 342
2018
Q4 		$9.22M Buy
54,865
+30,445
+125% +$5.68M 0.04% 268
2018
Q3 		$5.25M Sell
24,420
-1,041
-4% -$222K 0.02% 367
2018
Q2 		$5.2M Sell
25,461
-171
-0.7% -$34.2K 0.02% 359
2018
Q1 		$4.88M Sell
25,632
-4,543
-15% -$872K 0.02% 356
2017
Q4 		$5.63M Buy
30,175
+4,337
+17% +$792K 0.02% 344
2017
Q3 		$4.62M Buy
25,838
+2,473
+11% +$420K 0.02% 354
2017
Q2 		$3.94M Buy
23,365
+3,540
+18% +$583K 0.02% 311
2017
Q1 		$3.21M Buy
19,825
+8,895
+81% +$1.41M 0.02% 319
2016
Q4 		$1.68M Buy
+10,930
New +$1.63M 0.01% 392
2014
Q4 		– Sell
-10,037
Closed -$1.3M – 611
2014
Q3 		$1.3M Sell
10,037
-665
-6% -$89.1K 0.01% 416
2014
Q2 		$1.48M Sell
10,702
-559
-5% -$73.5K 0.01% 390
2014
Q1 		$1.56M Buy
+11,261
New +$1.54M 0.01% 385

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.16% in Q4 2025, buying an estimated $13.7K and bringing the position to 26,849 shares worth $8.67M. The position accounts for 0.01% of the portfolio, ranked #359.

CIBC Private Wealth Group first reported a position in IWO in Q1 2014 and has held it in 40 quarters since. The position peaked at $11.5M in Q4 2021. 1,061 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

  • CIBC Private Wealth Group held 26,849 shares of iShares Russell 2000 Growth ETF worth $8.67M as of Q4 2025.
  • CIBC Private Wealth Group bought 42 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $13.7K.
  • iShares Russell 2000 Growth ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #359 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell 2000 Growth ETF in Q1 2014 and has held it in 40 quarters since.
  • CIBC Private Wealth Group's iShares Russell 2000 Growth ETF position peaked at $11.5M in Q4 2021.
  • 1,061 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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