CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

CIBC Private Wealth Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$23.1M Buy
163,760
+29,604
+22% +$4.14M 0.04% 267
2025
Q3 		$18.7M Buy
134,156
+101
+0.1% +$13.8K 0.03% 292
2025
Q2 		$17.7M Sell
134,055
-68
-0.1% -$8.53K 0.03% 296
2025
Q1 		$14.8M Sell
134,123
-1,729
-1% -$225K 0.03% 290
2024
Q4 		$17.6M Sell
135,852
-2,386
-2% -$319K 0.03% 285
2024
Q3 		$18.3M Sell
138,238
-399
-0.3% -$50.4K 0.03% 283
2024
Q2 		$16.6M Sell
138,637
-2,682
-2% -$326K 0.03% 267
2024
Q1 		$17.6M Sell
141,319
-5,018
-3% -$591K 0.03% 266
2023
Q4 		$17M Buy
146,337
+4,795
+3% +$511K 0.04% 260
2023
Q3 		$14.8M Sell
141,542
-4,445
-3% -$490K 0.03% 281
2023
Q2 		$16M Buy
145,987
+655
+0.5% +$69K 0.04% 285
2023
Q1 		$10.6M Sell
145,332
-4,553
-3% -$497K 0.02% 310
2022
Q4 		$14.5M Sell
149,885
-1,900
-1% -$199K 0.05% 226
2022
Q3 		$14.6M Sell
151,785
-483
-0.3% -$51.6K 0.04% 255
2022
Q2 		$15.5M Buy
152,268
+902
+0.6% +$101K 0.04% 259
2022
Q1 		$18.1M Sell
151,366
-159
-0.1% -$18.7K 0.04% 262
2021
Q4 		$18.5M Sell
151,525
-3,767
-2% -$450K 0.04% 273
2021
Q3 		$17.6M Sell
155,292
-4,039
-3% -$468K 0.04% 278
2021
Q2 		$18.3M Buy
159,331
+4,708
+3% +$540K 0.04% 271
2021
Q1 		$16.9M Sell
154,623
-3,968
-3% -$413K 0.04% 271
2020
Q4 		$15.4M Buy
158,591
+9,338
+6% +$842K 0.04% 268
2020
Q3 		$12.1M Sell
149,253
-8,006
-5% -$648K 0.04% 273
2020
Q2 		$12M Sell
157,259
-17,222
-10% -$1.25M 0.06% 210
2020
Q1 		$11.2M Buy
174,481
+3,400
+2% +$291K 0.05% 236
2019
Q4 		$16.2M Sell
171,081
-99
-0.1% -$9.04K 0.05% 225
2019
Q3 		$15.4M Buy
171,180
+11,632
+7% +$1.03M 0.05% 230
2019
Q2 		$14.2M Sell
159,548
-15,352
-9% -$1.35M 0.05% 251
2019
Q1 		$15.2M Sell
174,900
-12,300
-7% -$1.04M 0.06% 233
2018
Q4 		$14.3M Buy
187,200
+7,897
+4% +$661K 0.06% 224
2018
Q3 		$16.2M Sell
179,303
-2,796
-2% -$253K 0.06% 235
2018
Q2 		$16.1M Sell
182,099
-3,207
-2% -$282K 0.07% 229
2018
Q1 		$16M Sell
185,306
-65
-0% -$5.76K 0.07% 229
2017
Q4 		$16.5M Buy
185,371
+1,446
+0.8% +$126K 0.07% 228
2017
Q3 		$15.6M Buy
183,925
+7,939
+5% +$665K 0.07% 228
2017
Q2 		$14.8M Sell
175,986
-1,327
-0.7% -$110K 0.09% 166
2017
Q1 		$14.7M Buy
177,313
+12,499
+8% +$1.03M 0.09% 165
2016
Q4 		$13.3M Buy
164,814
+17,762
+12% +$1.38M 0.09% 176
2016
Q3 		$11.3M Buy
147,052
+370
+0.3% +$28.2K 0.08% 194
2016
Q2 		$10.9M Sell
146,682
-47
-0% -$3.41K 0.08% 189
2016
Q1 		$10.4M Buy
146,729
+3,263
+2% +$215K 0.08% 192
2015
Q4 		$9.85M Buy
143,466
+708
+0.5% +$49.7K 0.08% 196
2015
Q3 		$9.58M Buy
142,758
+4,705
+3% +$335K 0.08% 198
2015
Q2 		$10.2M Buy
138,053
+9,590
+7% +$723K 0.07% 204
2015
Q1 		$9.67M Buy
128,463
+5,590
+5% +$417K 0.07% 209
2014
Q4 		$9.06M Buy
122,873
+4,237
+4% +$305K 0.07% 200
2014
Q3 		$8.3M Buy
118,636
+7,558
+7% +$542K 0.07% 214
2014
Q2 		$8.07M Buy
111,078
+5,883
+6% +$410K 0.07% 215
2014
Q1 		$7.31M Buy
+105,195
New +$6.99M 0.06% 224

Other funds holding IWS

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 22% in Q4 2025, buying an estimated $4.14M and bringing the position to 163,760 shares worth $23.1M. The position accounts for 0.04% of the portfolio, ranked #267.

CIBC Private Wealth Group first reported a position in IWS in Q1 2014 and has held it in 48 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

  • CIBC Private Wealth Group held 163,760 shares of iShares Russell Mid-Cap Value ETF worth $23.1M as of Q4 2025.
  • CIBC Private Wealth Group bought 29,604 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $4.14M.
  • iShares Russell Mid-Cap Value ETF made up 0.04% of CIBC Private Wealth Group's portfolio in Q4 2025, its #267 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2014 and has held it in 48 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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