Bank of Montreal
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Bank of Montreal’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

Bank of Montreal’s Portfolio IMCG Stock Details IMCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$636K Hold
6,475
– – ﹤0.01% 2332
2026
Q1 		$510K Hold
6,475
– – ﹤0.01% 2387
2025
Q4 		$517K Hold
6,475
– – ﹤0.01% 2298
2025
Q3 		$536K Buy
6,475
+469
+8% +$38.2K ﹤0.01% 2236
2025
Q2 		$482K Sell
6,006
-1,650
-22% -$123K ﹤0.01% 2305
2025
Q1 		$547K Buy
7,656
+1,600
+26% +$122K ﹤0.01% 2143
2024
Q4 		$457K Buy
6,056
+50
+0.8% +$3.83K ﹤0.01% 2283
2024
Q3 		$438K Hold
6,006
– – ﹤0.01% 2511
2024
Q2 		$409K Hold
6,006
– – ﹤0.01% 2524
2024
Q1 		$425K Hold
6,006
– – ﹤0.01% 2549
2023
Q4 		$390K Hold
6,006
– – ﹤0.01% 2686
2023
Q3 		$358K Sell
6,006
-20
-0.3% -$1.21K ﹤0.01% 2685
2023
Q2 		$368K Hold
6,026
– – ﹤0.01% 2810
2023
Q1 		$365K Buy
6,026
+20
+0.3% +$1.14K ﹤0.01% 2658
2022
Q4 		$324K Sell
6,006
-801
-12% -$43.1K ﹤0.01% 2866
2022
Q3 		$371 Buy
6,807
+721
+12% +$40.2K ﹤0.01% 2787
2022
Q2 		$349 Sell
6,086
-52
-0.8% -$2.96K ﹤0.01% 2922
2022
Q1 		$401K Buy
6,138
+132
+2% +$8.5K ﹤0.01% 2998
2021
Q4 		$441K Sell
6,006
-1,277
-18% -$92.9K ﹤0.01% 2487
2021
Q3 		$505K Buy
7,283
+1,277
+21% +$90.2K ﹤0.01% 2871
2021
Q2 		$416K Buy
+6,006
New +$396K ﹤0.01% 2916
2014
Q1 		– Sell
-18
Closed – – 4070
2013
Q4 		$0 Sell
18
-90
-83% -$2.05K ﹤0.01% 3816
2013
Q3 		$2K Sell
108
-462
-81% -$9.95K ﹤0.01% 3672
2013
Q2 		$11K Buy
+570
New +$11.4K ﹤0.01% 3260

Other funds holding IMCG

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of Montreal's IMCG Position: Q2 2026 in Review

Bank of Montreal held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 6,475 shares worth $636K. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

Bank of Montreal first reported a position in IMCG in Q2 2013 and has held it in 24 quarters since. 404 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

  • Bank of Montreal held 6,475 shares of iShares Morningstar Mid-Cap Growth ETF worth $636K as of Q2 2026.
  • Bank of Montreal left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • iShares Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2332 holding.
  • Bank of Montreal first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 24 quarters since.
  • 404 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.