Bank of Montreal’s iShares Russell 2000 ETF IWM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.05B | Buy |
4,863,368
+1,247,970
| +35% | +$269M | 0.49% | 40 |
|
2025
Q1 | $721M | Buy |
3,615,398
+109,042
| +3% | +$21.8M | 0.35% | 56 |
|
2024
Q4 | $775M | Buy |
3,506,356
+1,039,503
| +42% | +$230M | 0.36% | 54 |
|
2024
Q3 | $544M | Buy |
2,466,853
+154,625
| +7% | +$34.1M | 0.24% | 77 |
|
2024
Q2 | $482M | Sell |
2,312,228
-228,694
| -9% | -$47.7M | 0.14% | 85 |
|
2024
Q1 | $533M | Sell |
2,540,922
-1,971,006
| -44% | -$413M | 0.16% | 75 |
|
2023
Q4 | $921M | Sell |
4,511,928
-780,299
| -15% | -$159M | 0.28% | 45 |
|
2023
Q3 | $979M | Buy |
5,292,227
+764,182
| +17% | +$141M | 0.34% | 36 |
|
2023
Q2 | $849M | Sell |
4,528,045
-1,459,182
| -24% | -$274M | 0.29% | 43 |
|
2023
Q1 | $1.12B | Buy |
5,987,227
+2,413,811
| +68% | +$452M | 0.45% | 28 |
|
2022
Q4 | $669M | Sell |
3,573,416
-1,415,177
| -28% | -$265M | 0.29% | 44 |
|
2022
Q3 | $931K | Buy |
4,988,593
+1,514,221
| +44% | +$282K | 0.4% | 31 |
|
2022
Q2 | $609K | Buy |
3,474,372
+694,057
| +25% | +$122K | 0.28% | 52 |
|
2022
Q1 | $577M | Buy |
2,780,315
+359,355
| +15% | +$74.6M | 0.28% | 60 |
|
2021
Q4 | $543M | Buy |
2,420,960
+429,160
| +22% | +$96.3M | 0.29% | 73 |
|
2021
Q3 | $445M | Sell |
1,991,800
-1,100,992
| -36% | -$246M | 0.2% | 85 |
|
2021
Q2 | $716M | Buy |
3,092,792
+2,580,461
| +504% | +$597M | 0.36% | 52 |
|
2021
Q1 | $114M | Buy |
512,331
+70,683
| +16% | +$15.7M | 0.07% | 213 |
|
2020
Q4 | $91.7M | Buy |
441,648
+187,905
| +74% | +$39M | 0.06% | 251 |
|
2020
Q3 | $39.7M | Buy |
253,743
+43,774
| +21% | +$6.86M | 0.03% | 367 |
|
2020
Q2 | $29.2M | Sell |
209,969
-389,158
| -65% | -$54.1M | 0.03% | 435 |
|
2020
Q1 | $64.5M | Buy |
599,127
+383,929
| +178% | +$41.3M | 0.07% | 212 |
|
2019
Q4 | $35.7M | Sell |
215,198
-974
| -0.5% | -$161K | 0.03% | 470 |
|
2019
Q3 | $32.7M | Sell |
216,172
-1,121,182
| -84% | -$170M | 0.03% | 445 |
|
2019
Q2 | $208M | Buy |
1,337,354
+98,900
| +8% | +$15.4M | 0.18% | 107 |
|
2019
Q1 | $190M | Buy |
1,238,454
+50,788
| +4% | +$7.78M | 0.16% | 112 |
|
2018
Q4 | $159M | Buy |
1,187,666
+96,786
| +9% | +$13M | 0.15% | 121 |
|
2018
Q3 | $184M | Sell |
1,090,880
-329,314
| -23% | -$55.5M | 0.14% | 132 |
|
2018
Q2 | $233M | Sell |
1,420,194
-505,527
| -26% | -$82.8M | 0.19% | 96 |
|
2018
Q1 | $292M | Buy |
1,925,721
+822,832
| +75% | +$125M | 0.26% | 73 |
|
2017
Q4 | $168M | Sell |
1,102,889
-118,296
| -10% | -$18M | 0.15% | 145 |
|
2017
Q3 | $181M | Sell |
1,221,185
-18,829
| -2% | -$2.79M | 0.17% | 123 |
|
2017
Q2 | $175M | Sell |
1,240,014
-145,836
| -11% | -$20.6M | 0.17% | 124 |
|
2017
Q1 | $191M | Buy |
1,385,850
+169,106
| +14% | +$23.2M | 0.18% | 111 |
|
2016
Q4 | $160M | Sell |
1,216,744
-106,289
| -8% | -$14M | 0.17% | 118 |
|
2016
Q3 | $164M | Buy |
1,323,033
+9,350
| +0.7% | +$1.16M | 0.18% | 106 |
|
2016
Q2 | $151M | Buy |
1,313,683
+269
| +0% | +$30.9K | 0.17% | 112 |
|
2016
Q1 | $145M | Sell |
1,313,414
-67,871
| -5% | -$7.51M | 0.15% | 101 |
|
2015
Q4 | $156M | Buy |
1,381,285
+9,342
| +0.7% | +$1.05M | 0.19% | 99 |
|
2015
Q3 | $150M | Buy |
1,371,943
+211,967
| +18% | +$23.1M | 0.21% | 99 |
|
2015
Q2 | $145M | Buy |
1,159,976
+53,586
| +5% | +$6.69M | 0.17% | 121 |
|
2015
Q1 | $138M | Sell |
1,106,390
-246,337
| -18% | -$30.6M | 0.16% | 129 |
|
2014
Q4 | $162M | Buy |
1,352,727
+109,851
| +9% | +$13.1M | 0.18% | 109 |
|
2014
Q3 | $136M | Buy |
1,242,876
+39,584
| +3% | +$4.33M | 0.15% | 128 |
|
2014
Q2 | $143M | Sell |
1,203,292
-61,985
| -5% | -$7.36M | 0.16% | 119 |
|
2014
Q1 | $147M | Buy |
1,265,277
+53,970
| +4% | +$6.28M | 0.19% | 101 |
|
2013
Q4 | $140M | Buy |
1,211,307
+12,763
| +1% | +$1.47M | 0.19% | 107 |
|
2013
Q3 | $128M | Sell |
1,198,544
-17,579
| -1% | -$1.87M | 0.2% | 102 |
|
2013
Q2 | $118M | Buy |
+1,216,123
| New | +$118M | 0.21% | 99 |
|