Bank of Montreal’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $219M | Buy |
1,984,789
+17,913
| +0.9% | +$1.88M | 0.07% | 215 |
|
|
2026
Q1 | $191M | Buy |
1,966,876
+419,567
| +27% | +$41.9M | 0.07% | 223 |
|
|
2025
Q4 | $149M | Buy |
1,547,309
+140,851
| +10% | +$13.5M | 0.05% | 285 |
|
|
2025
Q3 | $136M | Buy |
1,406,458
+52,943
| +4% | +$5.02M | 0.05% | 257 |
|
|
2025
Q2 | $124M | Buy |
1,353,515
+24,718
| +2% | +$2.14M | 0.06% | 231 |
|
|
2025
Q1 | $113M | Buy |
1,328,797
+86,067
| +7% | +$7.68M | 0.05% | 246 |
|
|
2024
Q4 | $110M | Buy |
1,242,730
+308,219
| +33% | +$28M | 0.05% | 265 |
|
|
2024
Q3 | $82.2M | Buy |
934,511
+15,989
| +2% | +$1.35M | 0.04% | 342 |
|
|
2024
Q2 | $74.6M | Sell |
918,522
-12,132
| -1% | -$987K | 0.02% | 364 |
|
|
2024
Q1 | $78.4M | Buy |
930,654
+116,380
| +14% | +$9.22M | 0.02% | 336 |
|
|
2023
Q4 | $63.7M | Buy |
814,274
+54,072
| +7% | +$3.84M | 0.02% | 405 |
|
|
2023
Q3 | $56.6M | Buy |
760,202
+46,234
| +6% | +$3.37M | 0.02% | 380 |
|
|
2023
Q2 | $52.2M | Buy |
713,968
+17,251
| +2% | +$1.2M | 0.02% | 393 |
|
|
2023
Q1 | $51M | Buy |
696,717
+67,538
| +11% | +$4.77M | 0.02% | 378 |
|
|
2022
Q4 | $43.6M | Buy |
629,179
+41,520
| +7% | +$2.8M | 0.02% | 426 |
|
|
2022
Q3 | $40.7K | Buy |
587,659
+33,551
| +6% | +$2.31M | 0.02% | 429 |
|
|
2022
Q2 | $40.3K | Buy |
554,108
+9,439
| +2% | +$672K | 0.02% | 490 |
|
|
2022
Q1 | $43.1M | Buy |
544,669
+12,205
| +2% | +$939K | 0.02% | 515 |
|
|
2021
Q4 | $44.4M | Buy |
532,464
+56,488
| +12% | +$4.64M | 0.02% | 473 |
|
|
2021
Q3 | $38.3M | Buy |
475,976
+29,210
| +7% | +$2.34M | 0.02% | 652 |
|
|
2021
Q2 | $35.5M | Buy |
446,766
+431,830
| +2,891% | +$33.5M | 0.02% | 640 |
|
|
2021
Q1 | $1.13M | Sell |
14,936
-52,244
| -78% | -$3.78M | ﹤0.01% | 2097 |
|
|
2020
Q4 | $4.75M | Buy |
67,180
+2,270
| +3% | +$145K | ﹤0.01% | 1416 |
|
|
2020
Q3 | $3.82M | Sell |
64,910
-1,718
| -3% | -$97.8K | ﹤0.01% | 1367 |
|
|
2020
Q2 | $3.57M | Sell |
66,628
-21,270
| -24% | -$1.07M | ﹤0.01% | 1336 |
|
|
2020
Q1 | $3.65M | Buy |
87,898
+24,857
| +39% | +$1.37M | ﹤0.01% | 1138 |
|
|
2019
Q4 | $3.76M | Buy |
63,041
+1,390
| +2% | +$79.8K | ﹤0.01% | 1515 |
|
|
2019
Q3 | $3.45M | Sell |
61,651
-348,651
| -85% | -$19.5M | ﹤0.01% | 1361 |
|
|
2019
Q2 | $22.9M | Sell |
410,302
-10,993
| -3% | -$603K | 0.02% | 607 |
|
|
2019
Q1 | $22.7M | Sell |
421,295
-3,533
| -0.8% | -$183K | 0.02% | 563 |
|
|
2018
Q4 | $19.7M | Buy |
424,828
+112,016
| +36% | +$5.65M | 0.02% | 559 |
|
|
2018
Q3 | $17.2M | Buy |
312,812
+34,084
| +12% | +$1.87M | 0.01% | 696 |
|
|
2018
Q2 | $14.8M | Buy |
278,728
+632
| +0.2% | +$33.3K | 0.01% | 720 |
|
|
2018
Q1 | $14.4M | Buy |
278,096
+10,448
| +4% | +$551K | 0.01% | 721 |
|
|
2017
Q4 | $13.9M | Buy |
267,648
+7,840
| +3% | +$398K | 0.01% | 743 |
|
|
2017
Q3 | $12.8M | Buy |
259,808
+12,908
| +5% | +$623K | 0.01% | 748 |
|
|
2017
Q2 | $11.9M | Buy |
246,900
+10,980
| +5% | +$521K | 0.01% | 779 |
|
|
2017
Q1 | $11M | Sell |
235,920
-10,820
| -4% | -$502K | 0.01% | 777 |
|
|
2016
Q4 | $11M | Buy |
246,740
+16,696
| +7% | +$730K | 0.01% | 769 |
|
|
2016
Q3 | $10M | Buy |
230,044
+19,004
| +9% | +$824K | 0.01% | 810 |
|
|
2016
Q2 | $8.87M | Buy |
211,040
+17,504
| +9% | +$723K | 0.01% | 864 |
|
|
2016
Q1 | $7.88M | Sell |
193,536
-29,820
| -13% | -$1.13M | 0.01% | 829 |
|
|
2015
Q4 | $8.95M | Sell |
223,356
-19,952
| -8% | -$813K | 0.01% | 772 |
|
|
2015
Q3 | $9.46M | Sell |
243,308
-86,332
| -26% | -$3.57M | 0.01% | 727 |
|
|
2015
Q2 | $14M | Sell |
329,640
-9,236
| -3% | -$402K | 0.02% | 661 |
|
|
2015
Q1 | $14.7M | Buy |
338,876
+6,556
| +2% | +$279K | 0.02% | 636 |
|
|
2014
Q4 | $13.9M | Buy |
332,320
+7,672
| +2% | +$311K | 0.02% | 640 |
|
|
2014
Q3 | $12.8M | Sell |
324,648
-4,268
| -1% | -$172K | 0.01% | 696 |
|
|
2014
Q2 | $13.4M | Buy |
328,916
+44,760
| +16% | +$1.75M | 0.01% | 674 |
|
|
2014
Q1 | $11M | Sell |
284,156
-4,976
| -2% | -$189K | 0.01% | 625 |
|
|
2013
Q4 | $10.8M | Buy |
289,132
+164
| +0.1% | +$5.93K | 0.01% | 566 |
|
|
2013
Q3 | $10M | Sell |
288,968
-28,420
| -9% | -$971K | 0.02% | 520 |
|
|
2013
Q2 | $10.3M | Buy |
+317,388
| New | +$10.3M | 0.02% | 484 |
|
Other funds holding IWR
Bank of Montreal's IWR Position: Q2 2026 in Review
Bank of Montreal increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.91% in Q2 2026, buying an estimated $1.88M and bringing the position to 1,984,789 shares worth $219M. The position accounts for 0.07% of the portfolio, ranked #215.
Bank of Montreal first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,437 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Bank of Montreal held 1,984,789 shares of iShares Russell Mid-Cap ETF worth $219M as of Q2 2026.
- Bank of Montreal bought 17,913 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.88M.
- iShares Russell Mid-Cap ETF made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #215 holding.
- Bank of Montreal first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 1,437 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.