Bank of Montreal
IWN icon

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

Bank of Montreal’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-162,000
Closed -$19.5M – 4857
2019
Q2 		$19.5M Buy
+162,000
New +$19.6M 0.02% 650

Other funds holding IWN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Bank of Montreal's IWN Position: Q2 2026 in Review

Bank of Montreal reduced its iShares Russell 2000 Value ETF (IWN) stake by 4.4% in Q2 2026, selling an estimated $1.41M and leaving 147,412 shares worth $32.6M. The position accounts for 0.01% of the portfolio, ranked #738.

Bank of Montreal first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. The position peaked at $69.8M in Q2 2019. 860 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Bank of Montreal held 147,412 shares of iShares Russell 2000 Value ETF worth $32.6M as of Q2 2026.
  • Bank of Montreal sold 6,752 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.41M.
  • iShares Russell 2000 Value ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #738 holding.
  • Bank of Montreal first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares Russell 2000 Value ETF position peaked at $69.8M in Q2 2019.
  • 860 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.