Bank of Montreal’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-2,000,000
Closed -$1.12B – 3637
2025
Q1
$1.12B Buy
+2,000,000
New +$1.18B 0.55% 36

Other funds holding IVV

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

Bank of Montreal reduced its iShares Core S&P 500 ETF (IVV) stake by 16% in Q2 2026, selling an estimated $313M and leaving 2,320,347 shares worth $1.74B. The position accounts for 0.57% of the portfolio, ranked #38.

Bank of Montreal first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.17B in Q1 2025. 4,122 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bank of Montreal held 2,320,347 shares of iShares Core S&P 500 ETF worth $1.74B as of Q2 2026.
  • Bank of Montreal sold 430,514 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $313M.
  • iShares Core S&P 500 ETF made up 0.57% of Bank of Montreal's portfolio in Q2 2026, its #38 holding.
  • Bank of Montreal first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares Core S&P 500 ETF position peaked at $4.17B in Q1 2025.
  • 4,122 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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