CIBC Private Wealth Group
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CIBC Private Wealth Group’s ProShares Russell 2000 Dividend Growers ETF SMDV Stock Holding History

CIBC Private Wealth Group’s Portfolio SMDV Stock Details SMDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$18K Hold
272
– – ﹤0.01% 2201
2025
Q3 		$18.1K Hold
272
– – ﹤0.01% 2182
2025
Q2 		$17.7K Hold
272
– – ﹤0.01% 2063
2025
Q1 		$16K Hold
272
– – ﹤0.01% 2075
2024
Q4 		$18K Buy
272
+120
+79% +$8.51K ﹤0.01% 2102
2024
Q3 		$10.5K Hold
152
– – ﹤0.01% 2387
2024
Q2 		$9.31K Hold
152
– – ﹤0.01% 2319
2024
Q1 		$9.57K Buy
+152
New +$9.46K ﹤0.01% 2291

Other funds holding SMDV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

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

CIBC Private Wealth Group held its ProShares Russell 2000 Dividend Growers ETF (SMDV) position steady in Q4 2025 at 272 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #2201.

CIBC Private Wealth Group first reported a position in SMDV in Q1 2024 and has held it in 8 quarters since. The position peaked at $18.1K in Q3 2025. 135 funds tracked by Wall St. Rank hold SMDV as of Q4 2025.

  • CIBC Private Wealth Group held 272 shares of ProShares Russell 2000 Dividend Growers ETF worth $18K as of Q4 2025.
  • CIBC Private Wealth Group left its ProShares Russell 2000 Dividend Growers ETF share count unchanged in Q4 2025.
  • ProShares Russell 2000 Dividend Growers ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2201 holding.
  • CIBC Private Wealth Group first reported a position in ProShares Russell 2000 Dividend Growers ETF in Q1 2024 and has held it in 8 quarters since.
  • CIBC Private Wealth Group's ProShares Russell 2000 Dividend Growers ETF position peaked at $18.1K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held ProShares Russell 2000 Dividend Growers ETF as of Q4 2025.

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