Bank of Montreal
IWL icon

Bank of Montreal’s iShares Russell Top 200 ETF IWL Stock Holding History

Bank of Montreal’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.7K Hold
128
– – ﹤0.01% 3556
2026
Q1 		$20.5K Buy
128
+1
+0.8% +$169 ﹤0.01% 3479
2025
Q4 		$21.8K Hold
127
– – ﹤0.01% 3334
2025
Q3 		$21.1K Hold
127
– – ﹤0.01% 3273
2025
Q2 		$19.4K Hold
127
– – ﹤0.01% 3295
2025
Q1 		$17.4K Buy
127
+1
+0.8% +$145 ﹤0.01% 3242
2024
Q4 		$18.3K Buy
126
+1
+0.8% +$145 ﹤0.01% 3270
2024
Q3 		$17.5K Hold
125
– – ﹤0.01% 3595
2024
Q2 		$17K Hold
125
– – ﹤0.01% 3601
2024
Q1 		$15.9K Hold
125
– – ﹤0.01% 3640
2023
Q4 		$14.4K Buy
+125
New +$13.5K ﹤0.01% 3760

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

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

Bank of Montreal held its iShares Russell Top 200 ETF (IWL) position steady in Q2 2026 at 128 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3556.

Bank of Montreal first reported a position in IWL in Q4 2023 and has held it in 11 quarters since. 202 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Bank of Montreal held 128 shares of iShares Russell Top 200 ETF worth $23.7K as of Q2 2026.
  • Bank of Montreal left its iShares Russell Top 200 ETF share count unchanged in Q2 2026.
  • iShares Russell Top 200 ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3556 holding.
  • Bank of Montreal first reported a position in iShares Russell Top 200 ETF in Q4 2023 and has held it in 11 quarters since.
  • 202 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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