CWM
IVV icon

CIBC World Markets’s iShares Core S&P 500 ETF IVV Stock Holding History

CIBC World Markets’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$14.9M Buy
+21,779
New +$14.8M 0.07% 182
2025
Q2 		$1.49M Buy
2,399
+7
+0.3% +$4.02K 0.01% 614
2025
Q1 		$1.34M Buy
2,392
+20
+0.8% +$11.8K 0.01% 596
2024
Q4 		$1.4M Sell
2,372
-65
-3% -$38.5K 0.01% 582
2024
Q3 		$1.41M Sell
2,437
-1,520
-38% -$845K 0.01% 579
2024
Q2 		$2.17M Sell
3,957
-72
-2% -$37.9K 0.01% 484
2024
Q1 		$2.12M Buy
4,029
+3,467
+617% +$1.73M 0.01% 492
2023
Q4 		$268K Buy
562
+7
+1% +$3.13K ﹤0.01% 711
2023
Q3 		$238K Buy
+555
New +$248K ﹤0.01% 607
2021
Q4 		– Sell
-906
Closed -$390K – 616
2021
Q3 		$390K Buy
+906
New +$401K ﹤0.01% 596

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CIBC World Markets's IVV Position: Q4 2025 in Review

CIBC World Markets opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2025: 21,779 shares worth $14.9M. The stake represents 0.07% of the portfolio and ranks #182 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in IVV as recently as Q2 2025.

CIBC World Markets first reported a position in IVV in Q3 2021 and has held it in 10 quarters since. 3,999 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

  • CIBC World Markets held 21,779 shares of iShares Core S&P 500 ETF worth $14.9M as of Q4 2025.
  • iShares Core S&P 500 ETF was a new CIBC World Markets position in Q4 2025.
  • iShares Core S&P 500 ETF made up 0.07% of CIBC World Markets's portfolio in Q4 2025, its #182 holding.
  • CIBC World Markets first reported a position in iShares Core S&P 500 ETF in Q3 2021 and has held it in 10 quarters since.
  • 3,999 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.