Bank of Montreal’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.53M | Sell |
66,900
-6,799
| -9% | -$1.01M | ﹤0.01% | 1103 |
|
|
2025
Q4 | $11M | Buy |
73,699
+16,749
| +29% | +$2.47M | ﹤0.01% | 1084 |
|
|
2025
Q3 | $8.29M | Sell |
56,950
-5,500
| -9% | -$771K | ﹤0.01% | 1124 |
|
|
2025
Q2 | $8.43M | Sell |
62,450
-3,157
| -5% | -$394K | ﹤0.01% | 1047 |
|
|
2025
Q1 | $8M | Buy |
65,607
+14,477
| +28% | +$1.87M | ﹤0.01% | 1016 |
|
|
2024
Q4 | $6.58M | Sell |
51,130
-5,056
| -9% | -$655K | ﹤0.01% | 1119 |
|
|
2024
Q3 | $7.03M | Sell |
56,186
-35,389
| -39% | -$4.28M | ﹤0.01% | 1179 |
|
|
2024
Q2 | $10.9M | Buy |
91,575
+63,010
| +221% | +$7.23M | ﹤0.01% | 973 |
|
|
2024
Q1 | $3.3M | Sell |
28,565
-76,850
| -73% | -$8.43M | ﹤0.01% | 1397 |
|
|
2023
Q4 | $11.1M | Buy |
105,415
+73,858
| +234% | +$7.24M | ﹤0.01% | 991 |
|
|
2023
Q3 | $3.13M | Buy |
31,557
+6,970
| +28% | +$685K | ﹤0.01% | 1486 |
|
|
2023
Q2 | $2.41M | Sell |
24,587
-8,717
| -26% | -$806K | ﹤0.01% | 1709 |
|
|
2023
Q1 | $3.02M | Buy |
33,304
+1,968
| +6% | +$175K | ﹤0.01% | 1476 |
|
|
2022
Q4 | $2.66M | Sell |
31,336
-2,360
| -7% | -$201K | ﹤0.01% | 1653 |
|
|
2022
Q3 | $2.91K | Buy |
33,696
+13,956
| +71% | +$1.23M | ﹤0.01% | 1636 |
|
|
2022
Q2 | $1.8K | Sell |
19,740
-12,612
| -39% | -$1.15M | ﹤0.01% | 1946 |
|
|
2022
Q1 | $3.32M | Sell |
32,352
-650
| -2% | -$64.8K | ﹤0.01% | 1659 |
|
|
2021
Q4 | $3.56M | Sell |
33,002
-13,187
| -29% | -$1.38M | ﹤0.01% | 1351 |
|
|
2021
Q3 | $4.7M | Buy |
46,189
+22,341
| +94% | +$2.26M | ﹤0.01% | 1665 |
|
|
2021
Q2 | $2.36M | Buy |
23,848
+1,009
| +4% | +$97K | ﹤0.01% | 1970 |
|
|
2021
Q1 | $2.15M | Buy |
22,839
+17,276
| +311% | +$1.55M | ﹤0.01% | 1757 |
|
|
2020
Q4 | $488K | Buy |
5,563
+5,116
| +1,145% | +$414K | ﹤0.01% | 2717 |
|
|
2020
Q3 | $34K | Hold |
447
| – | – | ﹤0.01% | 3588 |
|
|
2020
Q2 | $32K | Sell |
447
-59,420
| -99% | -$3.88M | ﹤0.01% | 3635 |
|
|
2020
Q1 | $3.33M | Sell |
59,867
-62,601
| -51% | -$4.3M | ﹤0.01% | 1171 |
|
|
2019
Q4 | $8.9M | Sell |
122,468
-21,059
| -15% | -$1.47M | 0.01% | 1043 |
|
|
2019
Q3 | $9.63M | Sell |
143,527
-4,148
| -3% | -$278K | 0.01% | 889 |
|
|
2019
Q2 | $9.84M | Buy |
147,675
+23,265
| +19% | +$1.52M | 0.01% | 911 |
|
|
2019
Q1 | $8.01M | Buy |
124,410
+118,724
| +2,088% | +$7.36M | 0.01% | 941 |
|
|
2018
Q4 | $323K | Buy |
5,686
+1,917
| +51% | +$118K | ﹤0.01% | 2358 |
|
|
2018
Q3 | $251K | Hold |
3,769
| – | – | ﹤0.01% | 2631 |
|
|
2018
Q2 | $236K | Hold |
3,769
| – | – | ﹤0.01% | 2683 |
|
|
2018
Q1 | $228K | Hold |
3,769
| – | – | ﹤0.01% | 2577 |
|
|
2017
Q4 | $230K | Hold |
3,769
| – | – | ﹤0.01% | 2622 |
|
|
2017
Q3 | $218K | Sell |
3,769
-2,016
| -35% | -$114K | ﹤0.01% | 2634 |
|
|
2017
Q2 | $321K | Buy |
5,785
+1,136
| +24% | +$62.3K | ﹤0.01% | 2444 |
|
|
2017
Q1 | $252K | Buy |
4,649
+1,065
| +30% | +$56.8K | ﹤0.01% | 2354 |
|
|
2016
Q4 | $181K | Sell |
3,584
-50
| -1% | -$2.5K | ﹤0.01% | 2540 |
|
|
2016
Q3 | $180K | Sell |
3,634
-402
| -10% | -$19.8K | ﹤0.01% | 2500 |
|
|
2016
Q2 | $193K | Buy |
4,036
+452
| +13% | +$21.3K | ﹤0.01% | 2488 |
|
|
2016
Q1 | $167K | Hold |
3,584
| – | – | ﹤0.01% | 2567 |
|
|
2015
Q4 | $166K | Hold |
3,584
| – | – | ﹤0.01% | 2521 |
|
|
2015
Q3 | $157K | Hold |
3,584
| – | – | ﹤0.01% | 2374 |
|
|
2015
Q2 | $169K | Hold |
3,584
| – | – | ﹤0.01% | 2485 |
|
|
2015
Q1 | $170K | Hold |
3,584
| – | – | ﹤0.01% | 2428 |
|
|
2014
Q4 | $168K | Hold |
3,584
| – | – | ﹤0.01% | 2538 |
|
|
2014
Q3 | $161K | Hold |
3,584
| – | – | ﹤0.01% | 2629 |
|
|
2014
Q2 | $161K | Hold |
3,584
| – | – | ﹤0.01% | 2604 |
|
|
2014
Q1 | $154K | Hold |
3,584
| – | – | ﹤0.01% | 2616 |
|
|
2013
Q4 | $152K | Hold |
3,584
| – | – | ﹤0.01% | 2352 |
|
|
2013
Q3 | $138K | Hold |
3,584
| – | – | ﹤0.01% | 2390 |
|
|
2013
Q2 | $131K | Buy |
+3,584
| New | +$132K | ﹤0.01% | 2335 |
|
Other funds holding ITOT
FPAS
Bank of Montreal's ITOT Position: Q1 2026 in Review
Bank of Montreal reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 9.2% in Q1 2026, selling an estimated $1.01M and leaving 66,900 shares worth $9.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1103.
Bank of Montreal first reported a position in ITOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.1M in Q4 2023. 1,622 funds tracked by Wall St. Rank hold ITOT as of Q1 2026.
- Bank of Montreal held 66,900 shares of iShares Core S&P Total US Stock Market ETF worth $9.53M as of Q1 2026.
- Bank of Montreal sold 6,799 iShares Core S&P Total US Stock Market ETF shares in Q1 2026, an estimated $1.01M.
- iShares Core S&P Total US Stock Market ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1103 holding.
- Bank of Montreal first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's iShares Core S&P Total US Stock Market ETF position peaked at $11.1M in Q4 2023.
- 1,622 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.