Bank of Montreal’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $862M | Sell |
3,474,648
-247,923
| -7% | -$64M | 0.32% | 67 |
|
|
2025
Q4 | $916M | Sell |
3,722,571
-1,253,393
| -25% | -$308M | 0.32% | 65 |
|
|
2025
Q3 | $1.2B | Buy |
4,975,964
+112,596
| +2% | +$25.8M | 0.46% | 45 |
|
|
2025
Q2 | $1.05B | Buy |
4,863,368
+1,247,970
| +35% | +$251M | 0.49% | 43 |
|
|
2025
Q1 | $721M | Buy |
3,615,398
+109,042
| +3% | +$23.7M | 0.35% | 59 |
|
|
2024
Q4 | $775M | Buy |
3,506,356
+1,039,503
| +42% | +$237M | 0.36% | 58 |
|
|
2024
Q3 | $544M | Buy |
2,466,853
+154,625
| +7% | +$33.1M | 0.24% | 81 |
|
|
2024
Q2 | $482M | Sell |
2,312,228
-228,694
| -9% | -$46.2M | 0.14% | 91 |
|
|
2024
Q1 | $533M | Sell |
2,540,922
-1,971,006
| -44% | -$393M | 0.16% | 80 |
|
|
2023
Q4 | $921M | Sell |
4,511,928
-780,299
| -15% | -$140M | 0.28% | 52 |
|
|
2023
Q3 | $979M | Buy |
5,292,227
+764,182
| +17% | +$143M | 0.34% | 40 |
|
|
2023
Q2 | $849M | Sell |
4,528,045
-1,459,182
| -24% | -$260M | 0.29% | 46 |
|
|
2023
Q1 | $1.12B | Buy |
5,987,227
+2,413,811
| +68% | +$444M | 0.45% | 30 |
|
|
2022
Q4 | $669M | Sell |
3,573,416
-1,415,177
| -28% | -$252M | 0.29% | 51 |
|
|
2022
Q3 | $931K | Buy |
4,988,593
+1,514,221
| +44% | +$276M | 0.4% | 37 |
|
|
2022
Q2 | $609K | Buy |
3,474,372
+694,057
| +25% | +$128M | 0.28% | 64 |
|
|
2022
Q1 | $577M | Buy |
2,780,315
+359,355
| +15% | +$73.3M | 0.28% | 77 |
|
|
2021
Q4 | $543M | Buy |
2,420,960
+429,160
| +22% | +$97M | 0.29% | 74 |
|
|
2021
Q3 | $445M | Sell |
1,991,800
-1,100,992
| -36% | -$244M | 0.2% | 91 |
|
|
2021
Q2 | $716M | Buy |
3,092,792
+2,580,461
| +504% | +$580M | 0.36% | 55 |
|
|
2021
Q1 | $114M | Buy |
512,331
+70,683
| +16% | +$15.4M | 0.07% | 227 |
|
|
2020
Q4 | $91.7M | Buy |
441,648
+187,905
| +74% | +$32.9M | 0.06% | 270 |
|
|
2020
Q3 | $39.7M | Buy |
253,743
+43,774
| +21% | +$6.59M | 0.03% | 392 |
|
|
2020
Q2 | $29.2M | Sell |
209,969
-389,158
| -65% | -$51.1M | 0.03% | 467 |
|
|
2020
Q1 | $64.5M | Buy |
599,127
+383,929
| +178% | +$57.2M | 0.07% | 225 |
|
|
2019
Q4 | $35.7M | Sell |
215,198
-974
| -0.5% | -$154K | 0.03% | 505 |
|
|
2019
Q3 | $32.7M | Sell |
216,172
-1,121,182
| -84% | -$171M | 0.03% | 471 |
|
|
2019
Q2 | $208M | Buy |
1,337,354
+98,900
| +8% | +$15.2M | 0.18% | 110 |
|
|
2019
Q1 | $190M | Buy |
1,238,454
+50,788
| +4% | +$7.63M | 0.16% | 115 |
|
|
2018
Q4 | $159M | Buy |
1,187,666
+96,786
| +9% | +$14.4M | 0.15% | 127 |
|
|
2018
Q3 | $184M | Sell |
1,090,880
-329,314
| -23% | -$55.6M | 0.14% | 138 |
|
|
2018
Q2 | $233M | Sell |
1,420,194
-505,527
| -26% | -$80.9M | 0.19% | 102 |
|
|
2018
Q1 | $292M | Buy |
1,925,721
+822,832
| +75% | +$127M | 0.26% | 75 |
|
|
2017
Q4 | $168M | Sell |
1,102,889
-118,296
| -10% | -$17.8M | 0.15% | 149 |
|
|
2017
Q3 | $181M | Sell |
1,221,185
-18,829
| -2% | -$2.65M | 0.17% | 123 |
|
|
2017
Q2 | $175M | Sell |
1,240,014
-145,836
| -11% | -$20.2M | 0.17% | 125 |
|
|
2017
Q1 | $191M | Buy |
1,385,850
+169,106
| +14% | +$23.1M | 0.18% | 113 |
|
|
2016
Q4 | $160M | Sell |
1,216,744
-106,289
| -8% | -$13.6M | 0.17% | 122 |
|
|
2016
Q3 | $164M | Buy |
1,323,033
+9,350
| +0.7% | +$1.14M | 0.18% | 110 |
|
|
2016
Q2 | $151M | Buy |
1,313,683
+269
| +0% | +$30.3K | 0.17% | 115 |
|
|
2016
Q1 | $145M | Sell |
1,313,414
-67,871
| -5% | -$7.03M | 0.15% | 106 |
|
|
2015
Q4 | $156M | Buy |
1,381,285
+9,342
| +0.7% | +$1.08M | 0.19% | 103 |
|
|
2015
Q3 | $150M | Buy |
1,371,943
+211,967
| +18% | +$25.1M | 0.21% | 100 |
|
|
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% | -$29.7M | 0.16% | 130 |
|
|
2014
Q4 | $162M | Buy |
1,352,727
+109,851
| +9% | +$12.6M | 0.18% | 111 |
|
|
2014
Q3 | $136M | Buy |
1,242,876
+39,584
| +3% | +$4.53M | 0.15% | 130 |
|
|
2014
Q2 | $143M | Sell |
1,203,292
-61,985
| -5% | -$7.04M | 0.16% | 120 |
|
|
2014
Q1 | $147M | Buy |
1,265,277
+53,970
| +4% | +$6.23M | 0.19% | 104 |
|
|
2013
Q4 | $140M | Buy |
1,211,307
+12,763
| +1% | +$1.41M | 0.19% | 108 |
|
|
2013
Q3 | $128M | Sell |
1,198,544
-17,579
| -1% | -$1.82M | 0.2% | 102 |
|
|
2013
Q2 | $118M | Buy |
+1,216,123
| New | +$116M | 0.21% | 99 |
|
Other funds holding IWM
Bank of Montreal's IWM Position: Q1 2026 in Review
Bank of Montreal reduced its iShares Russell 2000 ETF (IWM) stake by 6.7% in Q1 2026, selling an estimated $64M and leaving 3,474,648 shares worth $862M. The position accounts for 0.32% of the portfolio, ranked #67.
Bank of Montreal first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.2B in Q3 2025. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- Bank of Montreal held 3,474,648 shares of iShares Russell 2000 ETF worth $862M as of Q1 2026.
- Bank of Montreal sold 247,923 iShares Russell 2000 ETF shares in Q1 2026, an estimated $64M.
- iShares Russell 2000 ETF made up 0.32% of Bank of Montreal's portfolio in Q1 2026, its #67 holding.
- Bank of Montreal first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's iShares Russell 2000 ETF position peaked at $1.2B in Q3 2025.
- 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.