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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of Montreal increased its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q1 2026, buying an estimated $6.6M and bringing the position to 282,693 shares worth $60.4M. The position accounts for 0.02% of the portfolio, ranked #489.

Bank of Montreal first reported a position in IWD in Q2 2013 and has held it in 52 quarters since. The position peaked at $122M in Q4 2013. 1,903 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

  • Bank of Montreal held 282,693 shares of iShares Russell 1000 Value ETF worth $60.4M as of Q1 2026.
  • Bank of Montreal bought 30,158 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $6.6M.
  • iShares Russell 1000 Value ETF made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #489 holding.
  • Bank of Montreal first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's iShares Russell 1000 Value ETF position peaked at $122M in Q4 2013.
  • 1,903 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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