CIBC World Market
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CIBC World Market’s iShares S&P 500 Value ETF IVE Stock Holding History

CIBC World Market’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$972K Buy
4,604
+424
+10% +$91.8K ﹤0.01% 947
2025
Q4 		$886K Buy
4,180
+994
+31% +$208K ﹤0.01% 973
2025
Q3 		$658K Buy
3,186
+94
+3% +$18.9K ﹤0.01% 1044
2025
Q2 		$604K Sell
3,092
-475
-13% -$88.5K ﹤0.01% 998
2025
Q1 		$680K Sell
3,567
-4,047
-53% -$783K ﹤0.01% 963
2024
Q4 		$1.45M Sell
7,614
-6,484
-46% -$1.29M ﹤0.01% 802
2024
Q3 		$2.78M Buy
14,098
+6,117
+77% +$1.16M 0.01% 608
2024
Q2 		$1.45M Sell
7,981
-1,739
-18% -$317K ﹤0.01% 718
2024
Q1 		$1.82M Sell
9,720
-1,914
-16% -$340K ﹤0.01% 669
2023
Q4 		$2.02M Buy
11,634
+4,872
+72% +$783K 0.01% 610
2023
Q3 		$1.04M Sell
6,762
-925
-12% -$150K ﹤0.01% 728
2023
Q2 		$1.24M Sell
7,687
-496
-6% -$76.3K ﹤0.01% 708
2023
Q1 		$1.24M Sell
8,183
-647
-7% -$97.8K ﹤0.01% 698
2022
Q4 		$1.28M Sell
8,830
-25
-0.3% -$3.57K ﹤0.01% 706
2022
Q3 		$1.14M Sell
8,855
-604
-6% -$85.6K ﹤0.01% 698
2022
Q2 		$1.3M Sell
9,459
-13
-0.1% -$1.92K ﹤0.01% 652
2022
Q1 		$1.48M Sell
9,472
-14,053
-60% -$2.16M ﹤0.01% 655
2021
Q4 		$3.69M Buy
23,525
+14,636
+165% +$2.23M 0.01% 458
2021
Q3 		$1.29M Sell
8,889
-2,059
-19% -$307K ﹤0.01% 713
2021
Q2 		$1.62M Sell
10,948
-8,635
-44% -$1.27M ﹤0.01% 659
2021
Q1 		$2.77M Buy
19,583
+15,384
+366% +$2.07M 0.01% 502
2020
Q4 		$538K Buy
+4,199
New +$508K ﹤0.01% 931
2014
Q4 		– Sell
-16,736
Closed -$1.51M – 846
2014
Q3 		$1.51M Buy
16,736
+186
+1% +$16.9K 0.01% 330
2014
Q2 		$1.49M Buy
+16,550
New +$1.46M 0.01% 336

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CIBC World Market's IVE Position: Q1 2026 in Review

CIBC World Market increased its iShares S&P 500 Value ETF (IVE) stake by 10% in Q1 2026, buying an estimated $91.8K and bringing the position to 4,604 shares worth $972K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

CIBC World Market first reported a position in IVE in Q2 2014 and has held it in 24 quarters since. The position peaked at $3.69M in Q4 2021. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • CIBC World Market held 4,604 shares of iShares S&P 500 Value ETF worth $972K as of Q1 2026.
  • CIBC World Market bought 424 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $91.8K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #947 holding.
  • CIBC World Market first reported a position in iShares S&P 500 Value ETF in Q2 2014 and has held it in 24 quarters since.
  • CIBC World Market's iShares S&P 500 Value ETF position peaked at $3.69M in Q4 2021.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on CIBC World Market's 13F filing for Q1 2026, filed 14 May 2026.