CIBC Private Wealth Group
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CIBC Private Wealth Group’s iShares MSCI USA Value Factor ETF VLUE Stock Holding History

CIBC Private Wealth Group’s Portfolio VLUE Stock Details VLUE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$189K Buy
+1,385
New +$182K ﹤0.01% 1219
2025
Q2 		– Sell
-305
Closed -$28.5K – 3320
2025
Q1 		$28.5K Hold
305
– – ﹤0.01% 1853
2024
Q4 		$32.5K Sell
305
-1,087
-78% -$120K ﹤0.01% 1863
2024
Q3 		$152K Sell
1,392
-1,316
-49% -$139K ﹤0.01% 1318
2024
Q2 		$281K Sell
2,708
-4,186
-61% -$432K ﹤0.01% 975
2024
Q1 		$744K Buy
6,894
+3,252
+89% +$333K ﹤0.01% 735
2023
Q4 		$368K Buy
+3,642
New +$339K ﹤0.01% 875
2022
Q2 		– Sell
-32
Closed -$3K – 1312
2022
Q1 		$3K Buy
+32
New +$3.42K ﹤0.01% 1214
2020
Q1 		– Sell
-2,695
Closed -$242K – 941
2019
Q4 		$242K Buy
+2,695
New +$231K ﹤0.01% 841
2018
Q4 		– Sell
-2,290
Closed -$201K – 963
2018
Q3 		$201K Hold
2,290
– – ﹤0.01% 925
2018
Q2 		$189K Hold
2,290
– – ﹤0.01% 932
2018
Q1 		$188K Buy
2,290
+1,165
+104% +$99.1K ﹤0.01% 935
2017
Q4 		$94K Buy
+1,125
New +$91K ﹤0.01% 1054

Other funds holding VLUE

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

CIBC Private Wealth Group opened a new position in iShares MSCI USA Value Factor ETF (VLUE) in Q4 2025: 1,385 shares worth $189K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in VLUE as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in VLUE in Q4 2017 and has held it in 13 quarters since. The position peaked at $744K in Q1 2024. 474 funds tracked by Wall St. Rank hold VLUE as of Q4 2025.

  • CIBC Private Wealth Group held 1,385 shares of iShares MSCI USA Value Factor ETF worth $189K as of Q4 2025.
  • iShares MSCI USA Value Factor ETF was a new CIBC Private Wealth Group position in Q4 2025.
  • iShares MSCI USA Value Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1219 holding.
  • CIBC Private Wealth Group first reported a position in iShares MSCI USA Value Factor ETF in Q4 2017 and has held it in 13 quarters since.
  • CIBC Private Wealth Group's iShares MSCI USA Value Factor ETF position peaked at $744K in Q1 2024.
  • 474 funds tracked by Wall St. Rank held iShares MSCI USA Value Factor ETF as of Q4 2025.

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