Bank of Montreal
IWM icon

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