CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares S&P 100 ETF OEF Stock Holding History

CIBC Private Wealth Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$980K Buy
2,858
+140
+5% +$47.6K ﹤0.01% 709
2025
Q3 		$905K Hold
2,718
– – ﹤0.01% 719
2025
Q2 		$827K Sell
2,718
-1,355
-33% -$378K ﹤0.01% 704
2025
Q1 		$979K Buy
4,073
+58
+1% +$16.7K ﹤0.01% 652
2024
Q4 		$1.16M Sell
4,015
-275
-6% -$78.7K ﹤0.01% 663
2024
Q3 		$1.19M Hold
4,290
– – ﹤0.01% 657
2024
Q2 		$1.17M Sell
4,290
-275
-6% -$68.8K ﹤0.01% 628
2024
Q1 		$1.13M Buy
4,565
+470
+11% +$111K ﹤0.01% 641
2023
Q4 		$915K Buy
4,095
+311
+8% +$65.4K ﹤0.01% 651
2023
Q3 		$759K Buy
+3,784
New +$788K ﹤0.01% 660
2022
Q4 		– Sell
-2,150
Closed -$349K – 919
2022
Q3 		$349K Hold
2,150
– – ﹤0.01% 765
2022
Q2 		$371K Hold
2,150
– – ﹤0.01% 761
2022
Q1 		$448K Sell
2,150
-382
-15% -$78.5K ﹤0.01% 775
2021
Q4 		$555K Hold
2,532
– – ﹤0.01% 750
2021
Q3 		$500K Hold
2,532
– – ﹤0.01% 731
2021
Q2 		$497K Hold
2,532
– – ﹤0.01% 800
2021
Q1 		$455K Hold
2,532
– – ﹤0.01% 821
2020
Q4 		$435K Hold
2,532
– – ﹤0.01% 796
2020
Q3 		$394K Buy
+2,532
New +$389K ﹤0.01% 730
2020
Q2 		– Sell
-1,732
Closed -$205K – 743
2020
Q1 		$205K Sell
1,732
-4,700
-73% -$648K ﹤0.01% 797
2019
Q4 		$927K Buy
6,432
+700
+12% +$96.1K ﹤0.01% 596
2019
Q3 		$754K Hold
5,732
– – ﹤0.01% 618
2019
Q2 		$743K Hold
5,732
– – ﹤0.01% 639
2019
Q1 		$718K Hold
5,732
– – ﹤0.01% 653
2018
Q4 		$639K Sell
5,732
-3,300
-37% -$397K ﹤0.01% 641
2018
Q3 		$1.17M Hold
9,032
– – ﹤0.01% 631
2018
Q2 		$1.08M Buy
9,032
+4,650
+106% +$554K ﹤0.01% 637
2018
Q1 		$508K Buy
4,382
+222
+5% +$26.9K ﹤0.01% 785
2017
Q4 		$494K Buy
+4,160
New +$480K ﹤0.01% 783

Other funds holding OEF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CIBC Private Wealth Group increased its iShares S&P 100 ETF (OEF) stake by 5.2% in Q4 2025, buying an estimated $47.6K and bringing the position to 2,858 shares worth $980K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

CIBC Private Wealth Group first reported a position in OEF in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.19M in Q3 2024. 1,097 funds tracked by Wall St. Rank hold OEF as of Q4 2025.

  • CIBC Private Wealth Group held 2,858 shares of iShares S&P 100 ETF worth $980K as of Q4 2025.
  • CIBC Private Wealth Group bought 140 iShares S&P 100 ETF shares in Q4 2025, an estimated $47.6K.
  • iShares S&P 100 ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #709 holding.
  • CIBC Private Wealth Group first reported a position in iShares S&P 100 ETF in Q4 2017 and has held it in 29 quarters since.
  • CIBC Private Wealth Group's iShares S&P 100 ETF position peaked at $1.19M in Q3 2024.
  • 1,097 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q4 2025.

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