CIBC World Market
IWD icon

CIBC World Market’s iShares Russell 1000 Value ETF IWD Stock Holding History

CIBC World Market’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$384K Buy
1,796
+150
+9% +$32.8K ﹤0.01% 1198
2025
Q4 		$346K Buy
1,646
+49
+3% +$10.1K ﹤0.01% 1217
2025
Q3 		$325K Sell
1,597
-26
-2% -$5.17K ﹤0.01% 1204
2025
Q2 		$315K Sell
1,623
-79
-5% -$14.6K ﹤0.01% 1170
2025
Q1 		$320K Buy
1,702
+40
+2% +$7.62K ﹤0.01% 1139
2024
Q4 		$308K Buy
1,662
+52
+3% +$9.97K ﹤0.01% 1162
2024
Q3 		$306K Sell
1,610
-1,238
-43% -$226K ﹤0.01% 1122
2024
Q2 		$497K Buy
2,848
+1,043
+58% +$182K ﹤0.01% 967
2024
Q1 		$323K Buy
1,805
+1
+0.1% +$169 ﹤0.01% 1104
2023
Q4 		$298K Sell
1,804
-138
-7% -$21.3K ﹤0.01% 1070
2023
Q3 		$295K Buy
1,942
+150
+8% +$23.8K ﹤0.01% 1036
2023
Q2 		$283K Buy
1,792
+103
+6% +$15.7K ﹤0.01% 1062
2023
Q1 		$257K Sell
1,689
-9
-0.5% -$1.39K ﹤0.01% 1088
2022
Q4 		$258K Buy
1,698
+9
+0.5% +$1.35K ﹤0.01% 1112
2022
Q3 		$230K Sell
1,689
-5,497
-76% -$826K ﹤0.01% 1096
2022
Q2 		$1.04M Sell
7,186
-84
-1% -$13.1K ﹤0.01% 709
2022
Q1 		$1.21M Sell
7,270
-12,209
-63% -$2.01M ﹤0.01% 703
2021
Q4 		$3.27M Sell
19,479
-779
-4% -$128K 0.01% 497
2021
Q3 		$3.17M Buy
20,258
+1,113
+6% +$178K 0.01% 452
2021
Q2 		$3.04M Buy
19,145
+2,462
+15% +$390K 0.01% 479
2021
Q1 		$2.53M Buy
16,683
+1,935
+13% +$280K 0.01% 527
2020
Q4 		$2.02M Buy
+14,748
New +$1.89M 0.01% 564
2020
Q1 		– Sell
-1,750
Closed -$239K – 1076
2019
Q4 		$239K Buy
+1,750
New +$231K ﹤0.01% 1013

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

CIBC World Market increased its iShares Russell 1000 Value ETF (IWD) stake by 9.1% in Q1 2026, buying an estimated $32.8K and bringing the position to 1,796 shares worth $384K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

CIBC World Market first reported a position in IWD in Q4 2019 and has held it in 23 quarters since. The position peaked at $3.27M in Q4 2021. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • CIBC World Market held 1,796 shares of iShares Russell 1000 Value ETF worth $384K as of Q1 2026.
  • CIBC World Market bought 150 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $32.8K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1198 holding.
  • CIBC World Market first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and has held it in 23 quarters since.
  • CIBC World Market's iShares Russell 1000 Value ETF position peaked at $3.27M in Q4 2021.
  • 1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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