CIBC Private Wealth Group
IYF icon

CIBC Private Wealth Group’s iShares US Financials ETF IYF Stock Holding History

CIBC Private Wealth Group’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$301K Buy
2,334
+8
+0.3% +$1K ﹤0.01% 1024
2025
Q3 		$295K Hold
2,326
– – ﹤0.01% 1023
2025
Q2 		$281K Buy
2,326
+97
+4% +$10.9K ﹤0.01% 1000
2025
Q1 		$221K Buy
2,229
+1
+0% +$115 ﹤0.01% 1041
2024
Q4 		$248K Buy
2,228
+1,320
+145% +$147K ﹤0.01% 1079
2024
Q3 		$94.3K Hold
908
– – ﹤0.01% 1509
2024
Q2 		$86.3K Hold
908
– – ﹤0.01% 1455
2024
Q1 		$86.3K Buy
+908
New +$80.9K ﹤0.01% 1456

Other funds holding IYF

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares US Financials ETF (IYF) stake by 0.34% in Q4 2025, buying an estimated $1K and bringing the position to 2,334 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

CIBC Private Wealth Group first reported a position in IYF in Q1 2024 and has held it in 8 quarters since. 475 funds tracked by Wall St. Rank hold IYF as of Q4 2025.

  • CIBC Private Wealth Group held 2,334 shares of iShares US Financials ETF worth $301K as of Q4 2025.
  • CIBC Private Wealth Group bought 8 iShares US Financials ETF shares in Q4 2025, an estimated $1K.
  • iShares US Financials ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1024 holding.
  • CIBC Private Wealth Group first reported a position in iShares US Financials ETF in Q1 2024 and has held it in 8 quarters since.
  • 475 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2025.

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