CIBC World Market
IYG icon

CIBC World Market’s iShares US Financial Services ETF IYG Stock Holding History

CIBC World Market’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,518
Closed -$429K – 1408
2024
Q4 		$429K Buy
5,518
+374
+7% +$28.8K ﹤0.01% 1082
2024
Q3 		$365K Sell
5,144
-15
-0.3% -$1.03K ﹤0.01% 1088
2024
Q2 		$336K Sell
5,159
-1,317
-20% -$85.5K ﹤0.01% 1074
2024
Q1 		$429K Sell
6,476
-12,565
-66% -$780K ﹤0.01% 1034
2023
Q4 		$1.14M Sell
19,041
-435
-2% -$23.4K ﹤0.01% 732
2023
Q3 		$1M Sell
19,476
-9,222
-32% -$499K ﹤0.01% 736
2023
Q2 		$1.51M Hold
28,698
– – ﹤0.01% 670
2023
Q1 		$1.44M Buy
+28,698
New +$1.57M ﹤0.01% 670
2018
Q4 		– Sell
-5,274
Closed -$234K – 1153
2018
Q3 		$234K Buy
5,274
+450
+9% +$20.4K ﹤0.01% 1029
2018
Q2 		$208K Buy
+4,824
New +$214K ﹤0.01% 1065
2017
Q3 		– Sell
-11,799
Closed -$446K – 933
2017
Q2 		$446K Sell
11,799
-1,746
-13% -$63.5K ﹤0.01% 868
2017
Q1 		$493K Buy
13,545
+1,161
+9% +$42.6K ﹤0.01% 747
2016
Q4 		$439K Buy
+12,384
New +$404K ﹤0.01% 832
2015
Q4 		– Sell
-10,149
Closed -$289K – 912
2015
Q3 		$289K Buy
+10,149
New +$311K ﹤0.01% 740
2015
Q1 		– Sell
-25,761
Closed -$789K – 861
2014
Q4 		$789K Sell
25,761
-2,541
-9% -$74.8K ﹤0.01% 514
2014
Q3 		$812K Buy
28,302
+7,389
+35% +$210K ﹤0.01% 456
2014
Q2 		$589K Sell
20,913
-3,456
-14% -$94.9K ﹤0.01% 506
2014
Q1 		$690K Buy
+24,369
New +$676K ﹤0.01% 448

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market's IYG Position: Q1 2025 in Review

CIBC World Market sold out of iShares US Financial Services ETF (IYG) in Q1 2025, closing a stake of 5,518 shares — an estimated $429K sold.

CIBC World Market first reported a position in IYG in Q1 2014 and held it in 18 quarters. The position peaked at $1.51M in Q2 2023. 253 funds tracked by Wall St. Rank hold IYG as of Q1 2025.

  • CIBC World Market reported no remaining iShares US Financial Services ETF position as of Q1 2025 after selling out during the quarter.
  • CIBC World Market sold 5,518 iShares US Financial Services ETF shares in Q1 2025, an estimated $429K.
  • CIBC World Market first reported a position in iShares US Financial Services ETF in Q1 2014 and held it in 18 quarters.
  • CIBC World Market's iShares US Financial Services ETF position peaked at $1.51M in Q2 2023.
  • 253 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2025.

Based on CIBC World Market's 13F filing for Q1 2025, filed 14 May 2025.