CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Russell Top 200 Value ETF IWX Stock Holding History

CIBC Private Wealth Group’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.46M Sell
15,885
-228
-1% -$20.5K ﹤0.01% 644
2025
Q3 		$1.42M Sell
16,113
-424
-3% -$36.4K ﹤0.01% 635
2025
Q2 		$1.39M Buy
16,537
+789
+5% +$63.5K ﹤0.01% 618
2025
Q1 		$1.15M Buy
15,748
+4,565
+41% +$376K ﹤0.01% 626
2024
Q4 		$890K Buy
11,183
+1,882
+20% +$154K ﹤0.01% 719
2024
Q3 		$756K Sell
9,301
-184
-2% -$14.4K ﹤0.01% 752
2024
Q2 		$710K Buy
+9,485
New +$710K ﹤0.01% 729

Other funds holding IWX

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
AF
Align Financial Hermantown, Minnesota $202M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Russell Top 200 Value ETF (IWX) stake by 1.4% in Q4 2025, selling an estimated $20.5K and leaving 15,885 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #644.

CIBC Private Wealth Group first reported a position in IWX in Q2 2024 and has held it in 7 quarters since. 242 funds tracked by Wall St. Rank hold IWX as of Q4 2025.

  • CIBC Private Wealth Group held 15,885 shares of iShares Russell Top 200 Value ETF worth $1.46M as of Q4 2025.
  • CIBC Private Wealth Group sold 228 iShares Russell Top 200 Value ETF shares in Q4 2025, an estimated $20.5K.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #644 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell Top 200 Value ETF in Q2 2024 and has held it in 7 quarters since.
  • 242 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2025.

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