Bank of Montreal
IWD icon

Bank of Montreal’s iShares Russell 1000 Value ETF IWD Stock Holding History

Bank of Montreal’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-149,400
Closed -$17.9M – 5031
2020
Q3 		$17.9M Buy
+149,400
New +$17.7M 0.01% 622

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Bank of Montreal increased its iShares Russell 1000 Value ETF (IWD) stake by 6.6% in Q2 2026, buying an estimated $4.35M and bringing the position to 301,351 shares worth $73.1M. The position accounts for 0.02% of the portfolio, ranked #476.

Bank of Montreal first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $122M in Q4 2013. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Bank of Montreal held 301,351 shares of iShares Russell 1000 Value ETF worth $73.1M as of Q2 2026.
  • Bank of Montreal bought 18,658 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $4.35M.
  • iShares Russell 1000 Value ETF made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #476 holding.
  • Bank of Montreal first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares Russell 1000 Value ETF position peaked at $122M in Q4 2013.
  • 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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