Bank of Montreal’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Bank of Montreal’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.2K	Hold	186	–	–	﹤0.01%	3560
2025 Q4	$10.3K	Hold	186	–	–	﹤0.01%	3421
2025 Q3	$10.1K	Buy	+186	New	+$9.7K	﹤0.01%	3363
2024 Q2	–	Sell	-336	Closed	-$15.7K	–	4063
2024 Q1	$15.7K	Buy	+336	New	+$14.9K	﹤0.01%	3643
2022 Q3	–	Sell	-11,233	Closed	-$420	–	4232
2022 Q2	$420	Sell	11,233 -17	-0.2%	-$658	﹤0.01%	2798
2022 Q1	$502K	Buy	+11,250	New	+$493K	﹤0.01%	2826
2021 Q3	–	Sell	-168	Closed	-$9K	–	3881
2021 Q2	$9K	Buy	+168	New	+$8.51K	﹤0.01%	3565
2013 Q4	–	Sell	-84	Closed	-$2K	–	3822
2013 Q3	$2K	Sell	84 -102	-55%	-$2K	﹤0.01%	3673
2013 Q2	$3K	Buy	+186	New	+$3.27K	﹤0.01%	3519

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Bank of Montreal's ISCG Position: Q1 2026 in Review

Bank of Montreal held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q1 2026 at 186 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3560.

Bank of Montreal first reported a position in ISCG in Q2 2013 and has held it in 9 quarters since. The position peaked at $502K in Q1 2022. 160 funds tracked by Wall St. Rank hold ISCG as of Q1 2026.

Bank of Montreal held 186 shares of iShares Morningstar Small-Cap Growth ETF worth $10.2K as of Q1 2026.
Bank of Montreal left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
iShares Morningstar Small-Cap Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3560 holding.
Bank of Montreal first reported a position in iShares Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 9 quarters since.
Bank of Montreal's iShares Morningstar Small-Cap Growth ETF position peaked at $502K in Q1 2022.
160 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.