CIBC Private Wealth Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $303M | Buy |
3,149,600
+189,000
| +6% | +$18.2M | 0.51% | 45 |
|
|
2025
Q3 | $286M | Buy |
2,960,600
+15,285
| +0.5% | +$1.45M | 0.49% | 52 |
|
|
2025
Q2 | $271M | Buy |
2,945,315
+221,567
| +8% | +$19.1M | 0.48% | 61 |
|
|
2025
Q1 | $204M | Buy |
2,723,748
+372,035
| +16% | +$33.2M | 0.43% | 67 |
|
|
2024
Q4 | $209M | Buy |
2,351,713
+78,741
| +3% | +$7.15M | 0.38% | 74 |
|
|
2024
Q3 | $200M | Sell |
2,272,972
-5,871
| -0.3% | -$495K | 0.36% | 82 |
|
|
2024
Q2 | $184M | Sell |
2,278,843
-34,830
| -2% | -$2.83M | 0.35% | 80 |
|
|
2024
Q1 | $193M | Sell |
2,313,673
-7,019
| -0.3% | -$556K | 0.38% | 76 |
|
|
2023
Q4 | $180M | Buy |
2,320,692
+92,176
| +4% | +$6.55M | 0.38% | 74 |
|
|
2023
Q3 | $154M | Sell |
2,228,516
-44,843
| -2% | -$3.27M | 0.37% | 74 |
|
|
2023
Q2 | $166M | Sell |
2,273,359
-20,895
| -0.9% | -$1.45M | 0.36% | 76 |
|
|
2023
Q1 | $312M | Sell |
2,294,254
-24,436
| -1% | -$1.73M | 0.69% | 35 |
|
|
2022
Q4 | $126M | Buy |
2,318,690
+532,434
| +30% | +$35.9M | 0.42% | 65 |
|
|
2022
Q3 | $111M | Sell |
1,786,256
-68,773
| -4% | -$4.73M | 0.3% | 81 |
|
|
2022
Q2 | $120M | Buy |
1,855,029
+332,935
| +22% | +$23.7M | 0.31% | 79 |
|
|
2022
Q1 | $119M | Sell |
1,522,094
-37,327
| -2% | -$2.87M | 0.26% | 97 |
|
|
2021
Q4 | $129M | Buy |
1,559,421
+454,486
| +41% | +$37.3M | 0.27% | 91 |
|
|
2021
Q3 | $86.4M | Sell |
1,104,935
-465,037
| -30% | -$37.3M | 0.2% | 107 |
|
|
2021
Q2 | $124M | Sell |
1,569,972
-21,670
| -1% | -$1.68M | 0.29% | 91 |
|
|
2021
Q1 | $118M | Sell |
1,591,642
-46,662
| -3% | -$3.37M | 0.3% | 88 |
|
|
2020
Q4 | $112M | Sell |
1,638,304
-175,495
| -10% | -$11.2M | 0.3% | 84 |
|
|
2020
Q3 | $101M | Buy |
1,813,799
+733,837
| +68% | +$41.8M | 0.31% | 78 |
|
|
2020
Q2 | $57.9M | Sell |
1,079,962
-879,796
| -45% | -$44.1M | 0.28% | 75 |
|
|
2020
Q1 | $84.6M | Buy |
1,959,758
+244,242
| +14% | +$13.4M | 0.36% | 76 |
|
|
2019
Q4 | $102M | Sell |
1,715,516
-33,284
| -2% | -$1.91M | 0.33% | 89 |
|
|
2019
Q3 | $97.8M | Sell |
1,748,800
-39,323
| -2% | -$2.2M | 0.34% | 85 |
|
|
2019
Q2 | $99.9M | Sell |
1,788,123
-57,550
| -3% | -$3.16M | 0.35% | 88 |
|
|
2019
Q1 | $99.6M | Sell |
1,845,673
-32,142
| -2% | -$1.67M | 0.38% | 86 |
|
|
2018
Q4 | $87.3M | Buy |
1,877,815
+953,919
| +103% | +$48.1M | 0.39% | 81 |
|
|
2018
Q3 | $50.9M | Sell |
923,896
-16,552
| -2% | -$907K | 0.19% | 136 |
|
|
2018
Q2 | $49.9M | Sell |
940,448
-13,724
| -1% | -$722K | 0.2% | 133 |
|
|
2018
Q1 | $49.2M | Sell |
954,172
-155,264
| -14% | -$8.18M | 0.21% | 127 |
|
|
2017
Q4 | $57.7M | Buy |
1,109,436
+18,232
| +2% | +$925K | 0.24% | 116 |
|
|
2017
Q3 | $53.8M | Buy |
1,091,204
+18,264
| +2% | +$882K | 0.25% | 116 |
|
|
2017
Q2 | $51.5M | Buy |
1,072,940
+12,072
| +1% | +$572K | 0.32% | 85 |
|
|
2017
Q1 | $49.6M | Buy |
1,060,868
+69,408
| +7% | +$3.22M | 0.31% | 88 |
|
|
2016
Q4 | $44.3M | Buy |
991,460
+255,868
| +35% | +$11.2M | 0.29% | 88 |
|
|
2016
Q3 | $32.1M | Buy |
735,592
+52,972
| +8% | +$2.3M | 0.22% | 101 |
|
|
2016
Q2 | $28.7M | Buy |
682,620
+54,252
| +9% | +$2.24M | 0.21% | 107 |
|
|
2016
Q1 | $25.6M | Sell |
628,368
-44,196
| -7% | -$1.68M | 0.2% | 106 |
|
|
2015
Q4 | $26.9M | Buy |
672,564
+16,052
| +2% | +$654K | 0.21% | 112 |
|
|
2015
Q3 | $25.5M | Sell |
656,512
-42,716
| -6% | -$1.77M | 0.21% | 106 |
|
|
2015
Q2 | $29.8M | Sell |
699,228
-1,660
| -0.2% | -$72.2K | 0.22% | 100 |
|
|
2015
Q1 | $30.3M | Sell |
700,888
-15,520
| -2% | -$660K | 0.22% | 102 |
|
|
2014
Q4 | $29.9M | Buy |
716,408
+39,600
| +6% | +$1.61M | 0.23% | 102 |
|
|
2014
Q3 | $26.8M | Sell |
676,808
-74,476
| -10% | -$3M | 0.21% | 110 |
|
|
2014
Q2 | $30.5M | Sell |
751,284
-6,380
| -0.8% | -$249K | 0.25% | 104 |
|
|
2014
Q1 | $29.7M | Buy |
+757,664
| New | +$28.7M | 0.25% | 107 |
|
Other funds holding IWR
CIBC Private Wealth Group's IWR Position: Q4 2025 in Review
CIBC Private Wealth Group increased its iShares Russell Mid-Cap ETF (IWR) stake by 6.4% in Q4 2025, buying an estimated $18.2M and bringing the position to 3,149,600 shares worth $303M. The position accounts for 0.51% of the portfolio, ranked #45.
CIBC Private Wealth Group first reported a position in IWR in Q1 2014 and has held it in 48 quarters since. The position peaked at $312M in Q1 2023. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.
- CIBC Private Wealth Group held 3,149,600 shares of iShares Russell Mid-Cap ETF worth $303M as of Q4 2025.
- CIBC Private Wealth Group bought 189,000 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $18.2M.
- iShares Russell Mid-Cap ETF made up 0.51% of CIBC Private Wealth Group's portfolio in Q4 2025, its #45 holding.
- CIBC Private Wealth Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and has held it in 48 quarters since.
- CIBC Private Wealth Group's iShares Russell Mid-Cap ETF position peaked at $312M in Q1 2023.
- 1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.