CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares Dow Jones US ETF IYY Stock Holding History

CIBC Private Wealth Group’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.27M Buy
7,637
+707
+10% +$116K ﹤0.01% 661
2025
Q3 		$1.13M Buy
6,930
+578
+9% +$90.4K ﹤0.01% 672
2025
Q2 		$958K Buy
6,352
+77
+1% +$10.7K ﹤0.01% 675
2025
Q1 		$759K Sell
6,275
-15
-0.2% -$2.15K ﹤0.01% 703
2024
Q4 		$906K Buy
6,290
+8
+0.1% +$1.15K ﹤0.01% 713
2024
Q3 		$877K Sell
6,282
-110
-2% -$14.8K ﹤0.01% 718
2024
Q2 		$861K Sell
6,392
-244
-4% -$31.1K ﹤0.01% 693
2024
Q1 		$847K Buy
6,636
+2,770
+72% +$337K ﹤0.01% 704
2023
Q4 		$450K Buy
3,866
+1
+0% +$109 ﹤0.01% 824
2023
Q3 		$404K Buy
3,865
+1,265
+49% +$138K ﹤0.01% 806
2023
Q2 		$282K Hold
2,600
– – ﹤0.01% 784
2023
Q1 		$260K Buy
+2,600
New +$254K ﹤0.01% 803
2022
Q4 		– Sell
-2,670
Closed -$234K – 896
2022
Q3 		$234K Hold
2,670
– – ﹤0.01% 832
2022
Q2 		$247K Buy
+2,670
New +$268K ﹤0.01% 834
2021
Q4 		– Sell
-2,530
Closed -$273K – 1032
2021
Q3 		$273K Hold
2,530
– – ﹤0.01% 837
2021
Q2 		$273K Hold
2,530
– – ﹤0.01% 922
2021
Q1 		$253K Hold
2,530
– – ﹤0.01% 946
2020
Q4 		$239K Hold
2,530
– – ﹤0.01% 919
2020
Q3 		$211K Buy
+2,530
New +$208K ﹤0.01% 833
2020
Q2 		– Sell
-4,336
Closed -$274K – 703
2020
Q1 		$274K Sell
4,336
-3,350
-44% -$253K ﹤0.01% 732
2019
Q4 		$614K Hold
7,686
– – ﹤0.01% 670
2019
Q3 		$567K Hold
7,686
– – ﹤0.01% 672
2019
Q2 		$562K Hold
7,686
– – ﹤0.01% 691
2019
Q1 		$543K Hold
7,686
– – ﹤0.01% 710
2018
Q4 		$478K Hold
7,686
– – ﹤0.01% 690
2018
Q3 		$559K Hold
7,686
– – ﹤0.01% 752
2018
Q2 		$524K Hold
7,686
– – ﹤0.01% 765
2018
Q1 		$508K Hold
7,686
– – ﹤0.01% 784
2017
Q4 		$514K Hold
7,686
– – ﹤0.01% 776
2017
Q3 		$484K Buy
+7,686
New +$475K ﹤0.01% 778

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SFS
Sharp Financial Services Horsham, Pennsylvania $216M AUM 23.88% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares Dow Jones US ETF (IYY) stake by 10% in Q4 2025, buying an estimated $116K and bringing the position to 7,637 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #661.

CIBC Private Wealth Group first reported a position in IYY in Q3 2017 and has held it in 30 quarters since. 280 funds tracked by Wall St. Rank hold IYY as of Q4 2025.

  • CIBC Private Wealth Group held 7,637 shares of iShares Dow Jones US ETF worth $1.27M as of Q4 2025.
  • CIBC Private Wealth Group bought 707 iShares Dow Jones US ETF shares in Q4 2025, an estimated $116K.
  • iShares Dow Jones US ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #661 holding.
  • CIBC Private Wealth Group first reported a position in iShares Dow Jones US ETF in Q3 2017 and has held it in 30 quarters since.
  • 280 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2025.

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