CIBC Private Wealth Group’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $12.5M | Buy |
32,369
+683
| +2% | +$262K | 0.02% | 325 |
|
|
2025
Q3 | $12M | Sell |
31,686
-372
| -1% | -$136K | 0.02% | 325 |
|
|
2025
Q2 | $11.3M | Buy |
32,058
+2,520
| +9% | +$818K | 0.02% | 332 |
|
|
2025
Q1 | $8.32M | Buy |
29,538
+5,142
| +21% | +$1.72M | 0.02% | 344 |
|
|
2024
Q4 | $8.21M | Buy |
24,396
+4,073
| +20% | +$1.37M | 0.01% | 356 |
|
|
2024
Q3 | $6.64M | Buy |
20,323
+232
| +1% | +$73K | 0.01% | 389 |
|
|
2024
Q2 | $6.32M | Sell |
20,091
-1,521
| -7% | -$454K | 0.01% | 372 |
|
|
2024
Q1 | $6.46M | Buy |
21,612
+53
| +0.2% | +$15.1K | 0.01% | 377 |
|
|
2023
Q4 | $5.9M | Buy |
21,559
+1,833
| +9% | +$467K | 0.01% | 368 |
|
|
2023
Q3 | $4.83M | Buy |
19,726
+10,603
| +116% | +$2.71M | 0.01% | 383 |
|
|
2023
Q2 | $2.32M | Sell |
9,123
-35
| -0.4% | -$8.42K | 0.01% | 479 |
|
|
2023
Q1 | $2.16M | Sell |
9,158
-16,587
| -64% | -$3.83M | ﹤0.01% | 509 |
|
|
2022
Q4 | $2.5M | Buy |
25,745
+18,625
| +262% | +$4.14M | 0.01% | 393 |
|
|
2022
Q3 | $1.47M | Sell |
7,120
-582
| -8% | -$134K | ﹤0.01% | 528 |
|
|
2022
Q2 | $1.68M | Sell |
7,702
-1,273
| -14% | -$301K | ﹤0.01% | 518 |
|
|
2022
Q1 | $2.35M | Buy |
8,975
+2,240
| +33% | +$580K | 0.01% | 490 |
|
|
2021
Q4 | $1.87M | Buy |
6,735
+2,050
| +44% | +$555K | ﹤0.01% | 533 |
|
|
2021
Q3 | $1.19M | Sell |
4,685
-2,023
| -30% | -$530K | ﹤0.01% | 589 |
|
|
2021
Q2 | $1.72M | Sell |
6,708
-3,000
| -31% | -$748K | ﹤0.01% | 557 |
|
|
2021
Q1 | $2.3M | Buy |
9,708
+325
| +3% | +$75.5K | 0.01% | 516 |
|
|
2020
Q4 | $2.1M | Buy |
9,383
+1,523
| +19% | +$320K | 0.01% | 507 |
|
|
2020
Q3 | $1.46M | Buy |
+7,860
| New | +$1.52M | ﹤0.01% | 497 |
|
|
2020
Q2 | – | Sell |
-18,299
| Closed | -$2.71M | – | 702 |
|
|
2020
Q1 | $2.71M | Buy |
18,299
+3,696
| +25% | +$658K | 0.01% | 370 |
|
|
2019
Q4 | $2.75M | Sell |
14,603
-1
| -0% | -$180 | 0.01% | 423 |
|
|
2019
Q3 | $2.54M | Sell |
14,604
-565
| -4% | -$98K | 0.01% | 427 |
|
|
2019
Q2 | $2.61M | Sell |
15,169
-2,990
| -16% | -$507K | 0.01% | 438 |
|
|
2019
Q1 | $3.03M | Buy |
18,159
+2,990
| +20% | +$480K | 0.01% | 400 |
|
|
2018
Q4 | $2.23M | Buy |
15,169
+10,046
| +196% | +$1.6M | 0.01% | 429 |
|
|
2018
Q3 | $883K | Buy |
5,123
+1,552
| +43% | +$263K | ﹤0.01% | 680 |
|
|
2018
Q2 | $580K | Hold |
3,571
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $558K | Sell |
3,571
-250
| -7% | -$40.4K | ﹤0.01% | 761 |
|
|
2017
Q4 | $604K | Buy |
3,821
+1,000
| +35% | +$154K | ﹤0.01% | 742 |
|
|
2017
Q3 | $421K | Buy |
+2,821
| New | +$412K | ﹤0.01% | 797 |
|
Other funds holding IWV
SCM
UMC
PWA
CIBC Private Wealth Group's IWV Position: Q4 2025 in Review
CIBC Private Wealth Group increased its iShares Russell 3000 ETF (IWV) stake by 2.2% in Q4 2025, buying an estimated $262K and bringing the position to 32,369 shares worth $12.5M. The position accounts for 0.02% of the portfolio, ranked #325.
CIBC Private Wealth Group first reported a position in IWV in Q3 2017 and has held it in 33 quarters since. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.
- CIBC Private Wealth Group held 32,369 shares of iShares Russell 3000 ETF worth $12.5M as of Q4 2025.
- CIBC Private Wealth Group bought 683 iShares Russell 3000 ETF shares in Q4 2025, an estimated $262K.
- iShares Russell 3000 ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #325 holding.
- CIBC Private Wealth Group first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 33 quarters since.
- 896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.