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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Bank of Montreal increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.9% in Q2 2026, buying an estimated $835K and bringing the position to 80,572 shares worth $31.7M. The position accounts for 0.01% of the portfolio, ranked #746.

Bank of Montreal first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. The position peaked at $59.1M in Q2 2019. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bank of Montreal held 80,572 shares of iShares Russell 2000 Growth ETF worth $31.7M as of Q2 2026.
  • Bank of Montreal bought 2,288 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $835K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #746 holding.
  • Bank of Montreal first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's iShares Russell 2000 Growth ETF position peaked at $59.1M in Q2 2019.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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