CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

CIBC Private Wealth Group’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$5.01M Sell
18,094
-59
-0.3% -$16.3K 0.01% 434
2025
Q3 		$4.97M Buy
18,153
+6,243
+52% +$1.62M 0.01% 432
2025
Q2 		$2.94M Buy
11,910
+1,268
+12% +$282K 0.01% 499
2025
Q1 		$2M Buy
10,642
+2,738
+35% +$630K ﹤0.01% 532
2024
Q4 		$1.87M Buy
7,904
+1,226
+18% +$281K ﹤0.01% 581
2024
Q3 		$1.47M Sell
6,678
-121
-2% -$25.7K ﹤0.01% 618
2024
Q2 		$1.52M Buy
6,799
+4,528
+199% +$902K ﹤0.01% 586
2024
Q1 		$444K Hold
2,271
– – ﹤0.01% 862
2023
Q4 		$398K Hold
2,271
– – ﹤0.01% 851
2023
Q3 		$349K Sell
2,271
-1,444
-39% -$230K ﹤0.01% 842
2023
Q2 		$589K Buy
3,715
+1,615
+77% +$236K ﹤0.01% 665
2023
Q1 		$292K Buy
+2,100
New +$273K ﹤0.01% 788
2022
Q4 		– Sell
-2,100
Closed -$251K – 895
2022
Q3 		$251K Hold
2,100
– – ﹤0.01% 820
2022
Q2 		$263K Buy
+2,100
New +$288K ﹤0.01% 820

Other funds holding IWY

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 0.33% in Q4 2025, selling an estimated $16.3K and leaving 18,094 shares worth $5.01M. The position accounts for 0.01% of the portfolio, ranked #434.

CIBC Private Wealth Group first reported a position in IWY in Q2 2022 and has held it in 14 quarters since. 647 funds tracked by Wall St. Rank hold IWY as of Q4 2025.

  • CIBC Private Wealth Group held 18,094 shares of iShares Russell Top 200 Growth ETF worth $5.01M as of Q4 2025.
  • CIBC Private Wealth Group sold 59 iShares Russell Top 200 Growth ETF shares in Q4 2025, an estimated $16.3K.
  • iShares Russell Top 200 Growth ETF made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #434 holding.
  • CIBC Private Wealth Group first reported a position in iShares Russell Top 200 Growth ETF in Q2 2022 and has held it in 14 quarters since.
  • 647 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2025.

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