CIBC World Market
IWS icon

CIBC World Market’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

CIBC World Market’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$304K Buy
2,087
+575
+38% +$85.3K ﹤0.01% 1264
2025
Q4 		$213K Sell
1,512
-52
-3% -$7.27K ﹤0.01% 1365
2025
Q3 		$218K Buy
+1,564
New +$214K ﹤0.01% 1326
2025
Q1 		– Sell
-1,660
Closed -$215K – 1407
2024
Q4 		$215K Hold
1,660
– – ﹤0.01% 1278
2024
Q3 		$220K Sell
1,660
-54
-3% -$6.82K ﹤0.01% 1210
2024
Q2 		$207K Sell
1,714
-6
-0.3% -$729 ﹤0.01% 1186
2024
Q1 		$216K Sell
1,720
-76
-4% -$8.95K ﹤0.01% 1214
2023
Q4 		$209K Sell
1,796
-877
-33% -$93.4K ﹤0.01% 1164
2023
Q3 		$279K Sell
2,673
-1,177
-31% -$130K ﹤0.01% 1046
2023
Q2 		$423K Buy
3,850
+126
+3% +$13.3K ﹤0.01% 965
2023
Q1 		$395K Sell
3,724
-44,502
-92% -$4.86M ﹤0.01% 980
2022
Q4 		$5.08M Sell
48,226
-1,077
-2% -$113K 0.02% 371
2022
Q3 		$4.74M Buy
49,303
+400
+0.8% +$42.7K 0.02% 349
2022
Q2 		$4.97M Sell
48,903
-860
-2% -$96.2K 0.02% 367
2022
Q1 		$5.95M Sell
49,763
-586
-1% -$69K 0.02% 338
2021
Q4 		$6.16M Buy
50,349
+84
+0.2% +$10K 0.02% 364
2021
Q3 		$5.69M Sell
50,265
-14,194
-22% -$1.64M 0.02% 344
2021
Q2 		$7.41M Sell
64,459
-303
-0.5% -$34.7K 0.02% 302
2021
Q1 		$7.08M Buy
64,762
+47,732
+280% +$4.97M 0.02% 307
2020
Q4 		$1.65M Buy
+17,030
New +$1.54M 0.01% 613
2020
Q1 		– Sell
-3,870
Closed -$367K – 1077
2019
Q4 		$367K Buy
3,870
+552
+17% +$50.4K ﹤0.01% 914
2019
Q3 		$298K Buy
3,318
+604
+22% +$53.5K ﹤0.01% 912
2019
Q2 		$242K Buy
+2,714
New +$238K ﹤0.01% 1000
2018
Q4 		– Sell
-10,110
Closed -$913K – 1152
2018
Q3 		$913K Buy
10,110
+375
+4% +$33.9K ﹤0.01% 720
2018
Q2 		$861K Buy
9,735
+170
+2% +$14.9K ﹤0.01% 710
2018
Q1 		$827K Buy
9,565
+75
+0.8% +$6.65K ﹤0.01% 705
2017
Q4 		$846K Buy
9,490
+2,090
+28% +$182K ﹤0.01% 459
2017
Q3 		$628K Hold
7,400
– – ﹤0.01% 478
2017
Q2 		$622K Hold
7,400
– – ﹤0.01% 771
2017
Q1 		$614K Buy
7,400
+1,100
+17% +$90.9K ﹤0.01% 692
2016
Q4 		$507K Hold
6,300
– – ﹤0.01% 797
2016
Q3 		$484K Sell
6,300
-1,800
-22% -$137K ﹤0.01% 740
2016
Q2 		$602K Sell
8,100
-500
-6% -$36.2K ﹤0.01% 627
2016
Q1 		$610K Hold
8,600
– – ﹤0.01% 569
2015
Q4 		$590K Hold
8,600
– – ﹤0.01% 598
2015
Q3 		$577K Buy
8,600
+50
+0.6% +$3.56K ﹤0.01% 582
2015
Q2 		$631K Sell
8,550
-2,050
-19% -$155K ﹤0.01% 597
2015
Q1 		$798K Buy
+10,600
New +$791K ﹤0.01% 504

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

CIBC World Market increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 38% in Q1 2026, buying an estimated $85.3K and bringing the position to 2,087 shares worth $304K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

CIBC World Market first reported a position in IWS in Q1 2015 and has held it in 38 quarters since. The position peaked at $7.41M in Q2 2021. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • CIBC World Market held 2,087 shares of iShares Russell Mid-Cap Value ETF worth $304K as of Q1 2026.
  • CIBC World Market bought 575 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $85.3K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of CIBC World Market's portfolio in Q1 2026, its #1264 holding.
  • CIBC World Market first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2015 and has held it in 38 quarters since.
  • CIBC World Market's iShares Russell Mid-Cap Value ETF position peaked at $7.41M in Q2 2021.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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