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
Q2 | $576M | Sell |
1,917,000
-3,574,700
| -65% | -$1B | 0.19% | 102 |
|
|
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 | $1.17B | Buy |
6,250,000
+2,530,000
| +68% | +$461M | 0.5% | 30 |
|
|
2022
Q2 | $652M | 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 Montreal's IWM Position: Q2 2026 in Review
Bank of Montreal increased its iShares Russell 2000 ETF (IWM) stake by 27% in Q2 2026, buying an estimated $262M and bringing the position to 4,406,597 shares worth $1.32B. The position accounts for 0.44% of the portfolio, ranked #48.
Bank of Montreal first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.
- Bank of Montreal held 4,406,597 shares of iShares Russell 2000 ETF worth $1.32B as of Q2 2026.
- Bank of Montreal bought 931,949 iShares Russell 2000 ETF shares in Q2 2026, an estimated $262M.
- iShares Russell 2000 ETF made up 0.44% of Bank of Montreal's portfolio in Q2 2026, its #48 holding.
- Bank of Montreal first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
- 2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.