Bank of Montreal’s iShares Core S&P US Growth ETF IUSG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.24M | Sell |
33,790
-851
| -2% | -$140K | ﹤0.01% | 1303 |
|
|
2025
Q4 | $5.82M | Sell |
34,641
-2,033
| -6% | -$339K | ﹤0.01% | 1274 |
|
|
2025
Q3 | $6.03M | Buy |
36,674
+3,814
| +12% | +$599K | ﹤0.01% | 1224 |
|
|
2025
Q2 | $4.94M | Buy |
32,860
+695
| +2% | +$94.2K | ﹤0.01% | 1240 |
|
|
2025
Q1 | $4.09M | Buy |
32,165
+634
| +2% | +$87.7K | ﹤0.01% | 1245 |
|
|
2024
Q4 | $4.39M | Sell |
31,531
-30,647
| -49% | -$4.21M | ﹤0.01% | 1261 |
|
|
2024
Q3 | $8.15M | Sell |
62,178
-199
| -0.3% | -$25.3K | ﹤0.01% | 1123 |
|
|
2024
Q2 | $7.99M | Sell |
62,377
-353
| -0.6% | -$42.1K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $7.37M | Buy |
62,730
+1,202
| +2% | +$134K | ﹤0.01% | 1080 |
|
|
2023
Q4 | $6.44M | Sell |
61,528
-217
| -0.4% | -$21.4K | ﹤0.01% | 1184 |
|
|
2023
Q3 | $6.07M | Buy |
61,745
+55,875
| +952% | +$5.48M | ﹤0.01% | 1202 |
|
|
2023
Q2 | $575K | Sell |
5,870
-523
| -8% | -$48K | ﹤0.01% | 2492 |
|
|
2023
Q1 | $568K | Buy |
6,393
+1,067
| +20% | +$90.9K | ﹤0.01% | 2395 |
|
|
2022
Q4 | $446K | Sell |
5,326
-274
| -5% | -$22.9K | ﹤0.01% | 2676 |
|
|
2022
Q3 | $487 | Sell |
5,600
-1,625
| -22% | -$146K | ﹤0.01% | 2602 |
|
|
2022
Q2 | $628 | Sell |
7,225
-1,086
| -13% | -$99.6K | ﹤0.01% | 2564 |
|
|
2022
Q1 | $898K | Buy |
8,311
+679
| +9% | +$70.5K | ﹤0.01% | 2425 |
|
|
2021
Q4 | $892K | Buy |
7,632
+622
| +9% | +$69.3K | ﹤0.01% | 2014 |
|
|
2021
Q3 | $730K | Sell |
7,010
-38
| -0.5% | -$4.01K | ﹤0.01% | 2666 |
|
|
2021
Q2 | $712K | Buy |
7,048
+5,168
| +275% | +$498K | ﹤0.01% | 2656 |
|
|
2021
Q1 | $178K | Buy |
1,880
+302
| +19% | +$27.2K | ﹤0.01% | 3164 |
|
|
2020
Q4 | $141K | Sell |
1,578
-400
| -20% | -$33.7K | ﹤0.01% | 3399 |
|
|
2020
Q3 | $157K | Buy |
1,978
+140
| +8% | +$11K | ﹤0.01% | 2842 |
|
|
2020
Q2 | $137K | Sell |
1,838
-3,970
| -68% | -$264K | ﹤0.01% | 2925 |
|
|
2020
Q1 | $324K | Buy |
+5,808
| New | +$382K | ﹤0.01% | 2162 |
|
|
2019
Q3 | – | Sell |
-22
| Closed | -$1K | – | 4856 |
|
|
2019
Q2 | $1K | Sell |
22
-4
| -15% | -$246 | ﹤0.01% | 4795 |
|
|
2019
Q1 | $2K | Buy |
+26
| New | +$1.49K | ﹤0.01% | 4148 |
|
|
2018
Q2 | – | Sell |
-44
| Closed | -$2K | – | 4793 |
|
|
2018
Q1 | $2K | Buy |
+44
| New | +$2.47K | ﹤0.01% | 4055 |
|
|
2017
Q1 | – | Sell |
-500
| Closed | -$21K | – | 4085 |
|
|
2016
Q4 | $21K | Hold |
500
| – | – | ﹤0.01% | 3388 |
|
|
2016
Q3 | $21K | Buy |
+500
| New | +$21.2K | ﹤0.01% | 3324 |
|
Other funds holding IUSG
MFG
BTI
Bank of Montreal's IUSG Position: Q1 2026 in Review
Bank of Montreal reduced its iShares Core S&P US Growth ETF (IUSG) stake by 2.5% in Q1 2026, selling an estimated $140K and leaving 33,790 shares worth $5.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1303.
Bank of Montreal first reported a position in IUSG in Q3 2016 and has held it in 30 quarters since. The position peaked at $8.15M in Q3 2024. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.
- Bank of Montreal held 33,790 shares of iShares Core S&P US Growth ETF worth $5.24M as of Q1 2026.
- Bank of Montreal sold 851 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $140K.
- iShares Core S&P US Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1303 holding.
- Bank of Montreal first reported a position in iShares Core S&P US Growth ETF in Q3 2016 and has held it in 30 quarters since.
- Bank of Montreal's iShares Core S&P US Growth ETF position peaked at $8.15M in Q3 2024.
- 862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.