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	$1.96B	Buy	7,894,300 +4,452,900	+129%	+$1.15B	0.73%	28
2025 Q4	$847M	Sell	3,441,400 -3,282,100	-49%	-$807M	0.29%	70
2025 Q3	$1.63B	Buy	6,723,500 +1,830,000	+37%	+$420M	0.62%	33
2025 Q2	$1.06B	Buy	4,893,500 +1,533,500	+46%	+$309M	0.5%	41
2025 Q1	$670M	Sell	3,360,000 -60,000	-2%	-$13M	0.33%	61
2024 Q4	$756M	Sell	3,420,000 -675,000	-16%	-$154M	0.35%	59
2024 Q3	$902M	Buy	4,095,000 +1,925,000	+89%	+$412M	0.4%	51
2024 Q2	$452M	Sell	2,170,000 -260,000	-11%	-$52.5M	0.13%	98
2024 Q1	$510M	Sell	2,430,000 -1,154,300	-32%	-$230M	0.15%	85
2023 Q4	$731M	Sell	3,584,300 -2,126,700	-37%	-$381M	0.22%	61
2023 Q3	$1.06B	Buy	5,711,000 +1,392,500	+32%	+$261M	0.37%	36
2023 Q2	$810M	Buy	4,318,500 +1,402,500	+48%	+$250M	0.28%	48
2023 Q1	$546M	Sell	2,916,000 -2,384,000	-45%	-$439M	0.22%	63
2022 Q4	$993M	Sell	5,300,000 -635,000	-11%	-$113M	0.43%	31
2022 Q3	$1.11M	Buy	5,935,000 +2,591,000	+77%	+$473M	0.48%	33
2022 Q2	$586K	Buy	3,344,000 +84,000	+3%	+$15.5M	0.27%	66
2022 Q1	$677M	Buy	+3,260,000	New	+$665M	0.33%	64
2021 Q4	–	Sell	-3,825,000	Closed	-$854M	–	3676
2021 Q3	$854M	Buy	3,825,000 +3,100,000	+428%	+$687M	0.39%	50
2021 Q2	$168M	Sell	725,000 -1,076,600	-60%	-$242M	0.08%	205
2021 Q1	$401M	Sell	1,801,600 -518,200	-22%	-$113M	0.26%	76
2020 Q4	$481M	Sell	2,319,800 -1,981,800	-46%	-$347M	0.32%	66
2020 Q3	$674M	Buy	4,301,600 +1,433,600	+50%	+$216M	0.56%	35
2020 Q2	$399M	Sell	2,868,000 -2,214,500	-44%	-$291M	0.36%	61
2020 Q1	$547M	Buy	5,082,500 +4,017,800	+377%	+$599M	0.63%	33
2019 Q4	$176M	Buy	1,064,700 +564,700	+113%	+$89.2M	0.13%	141
2019 Q3	$75.7M	Sell	500,000 -250,000	-33%	-$38.2M	0.07%	259
2019 Q2	$117M	Buy	750,000 +650,000	+650%	+$100M	0.1%	181
2019 Q1	$15.3M	Sell	100,000 -1,010,000	-91%	-$152M	0.01%	700
2018 Q4	$149M	Buy	1,110,000 +565,000	+104%	+$84.3M	0.14%	135
2018 Q3	$91.9M	Buy	545,000 +525,000	+2,625%	+$88.6M	0.07%	246
2018 Q2	$3.27M	Buy	+20,000	New	+$3.2M	﹤0.01%	1383
2018 Q1	–	Sell	-10,000	Closed	-$1.52M	–	4246
2017 Q4	$1.52M	Sell	10,000 -34,500	-78%	-$5.18M	﹤0.01%	1733
2017 Q3	$6.59M	Hold	44,500	–	–	0.01%	1039
2017 Q2	$6.27M	Sell	44,500 -596,300	-93%	-$82.5M	0.01%	1067
2017 Q1	$88.1M	Sell	640,800 -876,300	-58%	-$120M	0.08%	199
2016 Q4	$200M	Buy	+1,517,100	New	+$194M	0.21%	101
2016 Q2	–	Sell	-30,000	Closed	-$3.32M	–	4205
2016 Q1	$3.32M	Buy	+30,000	New	+$3.11M	﹤0.01%	1191
2015 Q4	–	Sell	-85,700	Closed	-$9.36M	–	4320
2015 Q3	$9.36M	Buy	+85,700	New	+$10.2M	0.01%	732
2015 Q2	–	Sell	-10,000	Closed	-$1.24M	–	4024
2015 Q1	$1.24M	Buy	+10,000	New	+$1.21M	﹤0.01%	1549
2014 Q4	–	Sell	-75,000	Closed	-$8.2M	–	4092
2014 Q3	$8.2M	Sell	75,000 -62,900	-46%	-$7.2M	0.01%	885
2014 Q2	$16.4M	Sell	137,900 -84,600	-38%	-$9.61M	0.02%	572
2014 Q1	$25.9M	Buy	+222,500	New	+$25.7M	0.03%	362
2013 Q4	–	Sell	-70,000	Closed	-$7.46M	–	3823
2013 Q3	$7.46M	Buy	70,000 +50,000	+250%	+$5.17M	0.01%	620
2013 Q2	$1.94M	Buy	+20,000	New	+$1.91M	﹤0.01%	1110

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. 2,574 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.
2,574 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.