CIBC Private Wealth Group’s iShares US Financial Services ETF IYG Stock Holding History

CIBC Private Wealth Group’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$69.2K	Buy	+750	New	+$66.9K	﹤0.01%	1656

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares US Financial Services ETF (IYG) in Q4 2025: 750 shares worth $69.2K. The stake represents ﹤0.01% of the portfolio and ranks #1656 among its holdings.

261 funds tracked by Wall St. Rank hold IYG as of Q4 2025.

CIBC Private Wealth Group held 750 shares of iShares US Financial Services ETF worth $69.2K as of Q4 2025.
iShares US Financial Services ETF was a new CIBC Private Wealth Group position in Q4 2025.
iShares US Financial Services ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1656 holding.
261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2025.

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