Bank of Montreal’s iShares Russell 2000 ETF IWM Stock Holding History

Bank of Montreal’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36B	Buy	5,491,700 +2,161,300	+65%	+$558M	0.51%	42
2025 Q4	$820M	Buy	3,330,400 +2,800,400	+528%	+$688M	0.28%	72
2025 Q3	$128M	Sell	530,000 -444,300	-46%	-$102M	0.05%	273
2025 Q2	$210M	Buy	974,300 +224,300	+30%	+$45.1M	0.1%	148
2025 Q1	$150M	Buy	750,000 +350,000	+88%	+$75.9M	0.07%	195
2024 Q4	$88.4M	Sell	400,000 -100,000	-20%	-$22.8M	0.04%	314
2024 Q3	$110M	Buy	+500,000	New	+$107M	0.05%	282
2024 Q2	–	Sell	-642,400	Closed	-$135M	–	4067
2024 Q1	$135M	Sell	642,400 -682,600	-52%	-$136M	0.04%	246
2023 Q4	$270M	Sell	1,325,000 -2,661,800	-67%	-$477M	0.08%	135
2023 Q3	$738M	Buy	3,986,800 +2,346,800	+143%	+$441M	0.26%	53
2023 Q2	$308M	Buy	1,640,000 +10,000	+0.6%	+$1.78M	0.11%	109
2023 Q1	$305M	Sell	1,630,000 -1,945,000	-54%	-$358M	0.12%	103
2022 Q4	$670M	Sell	3,575,000 -2,675,000	-43%	-$476M	0.29%	50
2022 Q3	$1.17M	Buy	6,250,000 +2,530,000	+68%	+$461M	0.5%	30
2022 Q2	$652K	Sell	3,720,000 -890,000	-19%	-$164M	0.3%	58
2022 Q1	$957M	Buy	+4,610,000	New	+$940M	0.46%	48
2021 Q4	–	Sell	-1,300,000	Closed	-$290M	–	3675
2021 Q3	$290M	Buy	+1,300,000	New	+$288M	0.13%	135
2020 Q4	–	Sell	-415,000	Closed	-$65M	–	5032
2020 Q3	$65M	Buy	415,000 +300,000	+261%	+$45.1M	0.05%	286
2020 Q2	$16M	Buy	115,000 +28,400	+33%	+$3.73M	0.01%	665
2020 Q1	$9.32M	Sell	86,600 -58,400	-40%	-$8.71M	0.01%	728
2019 Q4	$24M	Buy	145,000 +45,000	+45%	+$7.11M	0.02%	631
2019 Q3	$15.1M	Hold	100,000	–	–	0.01%	714
2019 Q2	$15.6M	Hold	100,000	–	–	0.01%	725
2019 Q1	$15.3M	Buy	+100,000	New	+$15M	0.01%	699
2018 Q1	–	Sell	-750,000	Closed	-$114M	–	4245
2017 Q4	$114M	Buy	+750,000	New	+$113M	0.1%	200
2015 Q4	–	Sell	-30,000	Closed	-$3.28M	–	4319
2015 Q3	$3.28M	Sell	30,000 -10,000	-25%	-$1.19M	﹤0.01%	1099
2015 Q2	$5M	Sell	40,000 -50,000	-56%	-$6.25M	0.01%	1059
2015 Q1	$11.2M	Buy	90,000 +58,800	+188%	+$7.09M	0.01%	750
2014 Q4	$3.73M	Sell	31,200 -94,800	-75%	-$10.8M	﹤0.01%	1145
2014 Q3	$13.8M	Buy	126,000 +5,000	+4%	+$572K	0.02%	655
2014 Q2	$14.4M	Sell	121,000 -147,500	-55%	-$16.8M	0.02%	643
2014 Q1	$31.2M	Buy	+268,500	New	+$31M	0.04%	314
2013 Q3	–	Sell	-20,300	Closed	-$1.97M	–	3857
2013 Q2	$1.97M	Buy	+20,300	New	+$1.94M	﹤0.01%	1103

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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. 2,575 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.
2,575 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.