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

Bank of Montreal’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-164,000
Closed -$43M – 4257
2022
Q1 		$43M Buy
+164,000
New +$42M 0.02% 517

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Bank of Montreal's IWO Position: Q1 2026 in Review

Bank of Montreal reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.72% in Q1 2026, selling an estimated $189K and leaving 78,284 shares worth $24.6M. The position accounts for 0.01% of the portfolio, ranked #775.

Bank of Montreal first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $59.1M in Q2 2019. 1,024 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

  • Bank of Montreal held 78,284 shares of iShares Russell 2000 Growth ETF worth $24.6M as of Q1 2026.
  • Bank of Montreal sold 569 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $189K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #775 holding.
  • Bank of Montreal first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's iShares Russell 2000 Growth ETF position peaked at $59.1M in Q2 2019.
  • 1,024 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.