Bank of Montreal’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124M | Buy |
1,353,515
+24,718
| +2% | +$2.27M | 0.06% | 220 |
|
|
2025
Q1 | $113M | Buy |
1,328,797
+86,067
| +7% | +$7.32M | 0.05% | 231 |
|
|
2024
Q4 | $110M | Buy |
1,242,730
+308,219
| +33% | +$27.2M | 0.05% | 249 |
|
|
2024
Q3 | $82.2M | Buy |
934,511
+15,989
| +2% | +$1.41M | 0.04% | 323 |
|
|
2024
Q2 | $74.6M | Sell |
918,522
-12,132
| -1% | -$985K | 0.02% | 345 |
|
|
2024
Q1 | $78.4M | Buy |
930,654
+116,380
| +14% | +$9.8M | 0.02% | 316 |
|
|
2023
Q4 | $63.7M | Buy |
814,274
+54,072
| +7% | +$4.23M | 0.02% | 367 |
|
|
2023
Q3 | $56.6M | Buy |
760,202
+46,234
| +6% | +$3.44M | 0.02% | 354 |
|
|
2023
Q2 | $52.2M | Buy |
713,968
+17,251
| +2% | +$1.26M | 0.02% | 362 |
|
|
2023
Q1 | $51M | Buy |
696,717
+67,538
| +11% | +$4.94M | 0.02% | 346 |
|
|
2022
Q4 | $43.6M | Buy |
629,179
+41,520
| +7% | +$2.88M | 0.02% | 386 |
|
|
2022
Q3 | $40.7K | Buy |
587,659
+33,551
| +6% | +$2.32K | 0.02% | 379 |
|
|
2022
Q2 | $40.3K | Buy |
554,108
+9,439
| +2% | +$686 | 0.02% | 422 |
|
|
2022
Q1 | $43.1M | Buy |
544,669
+12,205
| +2% | +$966K | 0.02% | 431 |
|
|
2021
Q4 | $44.4M | Buy |
532,464
+56,488
| +12% | +$4.71M | 0.02% | 465 |
|
|
2021
Q3 | $38.3M | Buy |
475,976
+29,210
| +7% | +$2.35M | 0.02% | 593 |
|
|
2021
Q2 | $35.5M | Buy |
446,766
+431,830
| +2,891% | +$34.3M | 0.02% | 607 |
|
|
2021
Q1 | $1.13M | Sell |
14,936
-52,244
| -78% | -$3.96M | ﹤0.01% | 1818 |
|
|
2020
Q4 | $4.75M | Buy |
67,180
+2,270
| +3% | +$160K | ﹤0.01% | 1204 |
|
|
2020
Q3 | $3.82M | Sell |
64,910
-1,718
| -3% | -$101K | ﹤0.01% | 1193 |
|
|
2020
Q2 | $3.57M | Sell |
66,628
-21,270
| -24% | -$1.14M | ﹤0.01% | 1181 |
|
|
2020
Q1 | $3.65M | Buy |
87,898
+24,857
| +39% | +$1.03M | ﹤0.01% | 1044 |
|
|
2019
Q4 | $3.76M | Buy |
63,041
+1,390
| +2% | +$82.9K | ﹤0.01% | 1303 |
|
|
2019
Q3 | $3.45M | Sell |
61,651
-348,651
| -85% | -$19.5M | ﹤0.01% | 1173 |
|
|
2019
Q2 | $22.9M | Sell |
410,302
-10,993
| -3% | -$614K | 0.02% | 563 |
|
|
2019
Q1 | $22.7M | Sell |
421,295
-3,533
| -0.8% | -$191K | 0.02% | 532 |
|
|
2018
Q4 | $19.7M | Buy |
424,828
+112,016
| +36% | +$5.21M | 0.02% | 530 |
|
|
2018
Q3 | $17.2M | Buy |
312,812
+34,084
| +12% | +$1.88M | 0.01% | 650 |
|
|
2018
Q2 | $14.8M | Buy |
278,728
+632
| +0.2% | +$33.5K | 0.01% | 676 |
|
|
2018
Q1 | $14.4M | Buy |
278,096
+10,448
| +4% | +$539K | 0.01% | 690 |
|
|
2017
Q4 | $13.9M | Buy |
267,648
+7,840
| +3% | +$408K | 0.01% | 708 |
|
|
2017
Q3 | $12.8M | Buy |
259,808
+12,908
| +5% | +$636K | 0.01% | 723 |
|
|
2017
Q2 | $11.9M | Buy |
246,900
+10,980
| +5% | +$527K | 0.01% | 747 |
|
|
2017
Q1 | $11M | Sell |
235,920
-10,820
| -4% | -$506K | 0.01% | 748 |
|
|
2016
Q4 | $11M | Buy |
246,740
+16,696
| +7% | +$742K | 0.01% | 726 |
|
|
2016
Q3 | $10M | Buy |
230,044
+19,004
| +9% | +$828K | 0.01% | 766 |
|
|
2016
Q2 | $8.87M | Buy |
211,040
+17,504
| +9% | +$736K | 0.01% | 813 |
|
|
2016
Q1 | $7.88M | Sell |
193,536
-29,820
| -13% | -$1.21M | 0.01% | 785 |
|
|
2015
Q4 | $8.95M | Sell |
223,356
-19,952
| -8% | -$799K | 0.01% | 743 |
|
|
2015
Q3 | $9.46M | Sell |
243,308
-86,332
| -26% | -$3.36M | 0.01% | 699 |
|
|
2015
Q2 | $14M | Sell |
329,640
-9,236
| -3% | -$393K | 0.02% | 628 |
|
|
2015
Q1 | $14.7M | Buy |
338,876
+6,556
| +2% | +$284K | 0.02% | 613 |
|
|
2014
Q4 | $13.9M | Buy |
332,320
+7,672
| +2% | +$320K | 0.02% | 601 |
|
|
2014
Q3 | $12.9M | Sell |
324,648
-4,268
| -1% | -$169K | 0.01% | 620 |
|
|
2014
Q2 | $13.4M | Buy |
328,916
+44,760
| +16% | +$1.82M | 0.01% | 592 |
|
|
2014
Q1 | $11M | Sell |
284,156
-4,976
| -2% | -$193K | 0.01% | 538 |
|
|
2013
Q4 | $10.8M | Buy |
289,132
+164
| +0.1% | +$6.15K | 0.01% | 545 |
|
|
2013
Q3 | $10M | Sell |
288,968
-28,420
| -9% | -$988K | 0.02% | 492 |
|
|
2013
Q2 | $10.3M | Buy |
+317,388
| New | +$10.3M | 0.02% | 458 |
|