CIBC Private Wealth Group’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$12.7M	Sell	63,696 -2,996	-4%	-$599K	0.02%	321
2025 Q3	$13.1M	Sell	66,692 -758	-1%	-$139K	0.02%	317
2025 Q2	$11.7M	Sell	67,450 -5,910	-8%	-$896K	0.02%	328
2025 Q1	$8.99M	Sell	73,360 -10,538	-13%	-$1.64M	0.02%	335
2024 Q4	$13.5M	Sell	83,898 -2,054	-2%	-$325K	0.02%	310
2024 Q3	$13M	Buy	85,952 +564	+0.7%	+$82.9K	0.02%	317
2024 Q2	$13.4M	Sell	85,388 -1,697	-2%	-$235K	0.03%	294
2024 Q1	$11.8M	Sell	87,085 -6,858	-7%	-$893K	0.02%	311
2023 Q4	$11.5M	Buy	93,943 +16,103	+21%	+$1.82M	0.02%	304
2023 Q3	$8.17M	Sell	77,840 -14,396	-16%	-$1.57M	0.02%	334
2023 Q2	$10M	Buy	92,236 +2,078	+2%	+$204K	0.02%	321
2023 Q1	$13.9M	Sell	90,158 -448	-0.5%	-$37.6K	0.03%	285
2022 Q4	$6.75M	Sell	90,606 -3,102	-3%	-$237K	0.02%	306
2022 Q3	$6.88M	Sell	93,708 -5,045	-5%	-$428K	0.02%	340
2022 Q2	$7.89M	Sell	98,753 -3,171	-3%	-$281K	0.02%	331
2022 Q1	$10.5M	Sell	101,924 -473	-0.5%	-$48.3K	0.02%	318
2021 Q4	$11.8M	Sell	102,397 -655	-0.6%	-$72.7K	0.02%	313
2021 Q3	$10.4M	Sell	103,052 -250	-0.2%	-$26.1K	0.02%	323
2021 Q2	$10.3M	Sell	103,302 -1,250	-1%	-$117K	0.02%	335
2021 Q1	$9.17M	Sell	104,552 -400	-0.4%	-$35K	0.02%	334
2020 Q4	$8.93M	Hold	104,952	–	–	0.02%	336
2020 Q3	$7.9M	Sell	104,952 -964	-0.9%	-$70.4K	0.02%	320
2020 Q2	$7.14M	Sell	105,916 -2,168	-2%	-$131K	0.03%	273
2020 Q1	$5.52M	Sell	108,084 -16,000	-13%	-$927K	0.02%	305
2019 Q4	$7.21M	Sell	124,084 -9,780	-7%	-$532K	0.02%	323
2019 Q3	$6.83M	Sell	133,864 -2,948	-2%	-$150K	0.02%	320
2019 Q2	$6.77M	Hold	136,812	–	–	0.02%	335
2019 Q1	$6.52M	Sell	136,812 -3,260	-2%	-$145K	0.03%	334
2018 Q4	$5.6M	Sell	140,072 -5,000	-3%	-$217K	0.03%	324
2018 Q3	$7.04M	Buy	145,072 +8,560	+6%	+$405K	0.03%	335
2018 Q2	$6.08M	Sell	136,512 -3,732	-3%	-$165K	0.02%	344
2018 Q1	$5.9M	Sell	140,244 -3,200	-2%	-$138K	0.03%	332
2017 Q4	$5.84M	Buy	143,444 +4,060	+3%	+$163K	0.02%	340
2017 Q3	$5.22M	Hold	139,384	–	–	0.02%	341
2017 Q2	$4.87M	Buy	139,384 +17,600	+14%	+$617K	0.03%	291
2017 Q1	$4.12M	Hold	121,784	–	–	0.03%	298
2016 Q4	$3.66M	Hold	121,784	–	–	0.02%	309
2016 Q3	$3.62M	Hold	121,784	–	–	0.03%	304
2016 Q2	$3.21M	Sell	121,784 -712	-0.6%	-$18.8K	0.02%	307
2016 Q1	$3.32M	Sell	122,496 -800	-0.6%	-$20.2K	0.03%	300
2015 Q4	$3.3M	Sell	123,296 -4,600	-4%	-$124K	0.03%	304
2015 Q3	$3.16M	Sell	127,896 -2,888	-2%	-$74.6K	0.03%	308
2015 Q2	$3.42M	Sell	130,784 -400	-0.3%	-$10.8K	0.02%	321
2015 Q1	$3.44M	Sell	131,184 -25,432	-16%	-$668K	0.03%	321
2014 Q4	$4.09M	Buy	156,616 +3,716	+2%	+$94.8K	0.03%	303
2014 Q3	$3.85M	Buy	152,900 +1,500	+1%	+$37.5K	0.03%	306
2014 Q2	$3.67M	Sell	151,400 -740	-0.5%	-$17.1K	0.03%	307
2014 Q1	$3.51M	Buy	+152,140	New	+$3.4M	0.03%	314

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

CIBC Private Wealth Group reduced its iShares US Technology ETF (IYW) stake by 4.5% in Q4 2025, selling an estimated $599K and leaving 63,696 shares worth $12.7M. The position accounts for 0.02% of the portfolio, ranked #321.

CIBC Private Wealth Group first reported a position in IYW in Q1 2014 and has held it in 48 quarters since. The position peaked at $13.9M in Q1 2023. 1,249 funds tracked by Wall St. Rank hold IYW as of Q4 2025.

CIBC Private Wealth Group held 63,696 shares of iShares US Technology ETF worth $12.7M as of Q4 2025.
CIBC Private Wealth Group sold 2,996 iShares US Technology ETF shares in Q4 2025, an estimated $599K.
iShares US Technology ETF made up 0.02% of CIBC Private Wealth Group's portfolio in Q4 2025, its #321 holding.
CIBC Private Wealth Group first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 48 quarters since.
CIBC Private Wealth Group's iShares US Technology ETF position peaked at $13.9M in Q1 2023.
1,249 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2025.

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