Bank of Montreal’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $36.5M | Buy |
85,698
+4,489
| +6% | +$1.85M | 0.01% | 694 |
|
|
2026
Q1 | $30.1M | Sell |
81,209
-7,307
| -8% | -$2.83M | 0.01% | 694 |
|
|
2025
Q4 | $34.2M | Sell |
88,516
-1,033
| -1% | -$396K | 0.01% | 680 |
|
|
2025
Q3 | $33.9M | Sell |
89,549
-12,703
| -12% | -$4.63M | 0.01% | 622 |
|
|
2025
Q2 | $35.9M | Sell |
102,252
-18,630
| -15% | -$6.05M | 0.02% | 534 |
|
|
2025
Q1 | $38.4M | Buy |
120,882
+16,308
| +16% | +$5.47M | 0.02% | 511 |
|
|
2024
Q4 | $35M | Buy |
104,574
+2,852
| +3% | +$960K | 0.02% | 562 |
|
|
2024
Q3 | $33.1M | Sell |
101,722
-17,875
| -15% | -$5.63M | 0.01% | 599 |
|
|
2024
Q2 | $37M | Sell |
119,597
-3,252
| -3% | -$970K | 0.01% | 565 |
|
|
2024
Q1 | $36.9M | Sell |
122,849
-775
| -0.6% | -$221K | 0.01% | 531 |
|
|
2023
Q4 | $34M | Sell |
123,624
-1,426
| -1% | -$364K | 0.01% | 602 |
|
|
2023
Q3 | $32.3M | Sell |
125,050
-1,866
| -1% | -$477K | 0.01% | 561 |
|
|
2023
Q2 | $32.3M | Sell |
126,916
-1,264
| -1% | -$304K | 0.01% | 551 |
|
|
2023
Q1 | $30.6M | Sell |
128,180
-15,469
| -11% | -$3.57M | 0.01% | 535 |
|
|
2022
Q4 | $31.8M | Buy |
143,649
+63,134
| +78% | +$14M | 0.01% | 528 |
|
|
2022
Q3 | $18.1M | Buy |
80,515
+31,514
| +64% | +$7.25M | 0.01% | 727 |
|
|
2022
Q2 | $11M | Buy |
49,001
+13,863
| +39% | +$3.28M | 0.01% | 1022 |
|
|
2022
Q1 | $9.42M | Sell |
35,138
-580
| -2% | -$150K | ﹤0.01% | 1183 |
|
|
2021
Q4 | $10M | Buy |
35,718
+17,866
| +100% | +$4.84M | 0.01% | 960 |
|
|
2021
Q3 | $4.78M | Sell |
17,852
-546
| -3% | -$143K | ﹤0.01% | 1656 |
|
|
2021
Q2 | $4.72M | Buy |
18,398
+17,275
| +1,538% | +$4.31M | ﹤0.01% | 1637 |
|
|
2021
Q1 | $275K | Sell |
1,123
-1,788
| -61% | -$415K | ﹤0.01% | 2973 |
|
|
2020
Q4 | $663K | Buy |
2,911
+60
| +2% | +$12.6K | ﹤0.01% | 2549 |
|
|
2020
Q3 | $562K | Sell |
2,851
-183
| -6% | -$35.4K | ﹤0.01% | 2284 |
|
|
2020
Q2 | $557K | Sell |
3,034
-56
| -2% | -$9.49K | ﹤0.01% | 2213 |
|
|
2020
Q1 | $445K | Buy |
3,090
+238
| +8% | +$42.3K | ﹤0.01% | 2031 |
|
|
2019
Q4 | $538K | Sell |
2,852
-1,421
| -33% | -$256K | ﹤0.01% | 2624 |
|
|
2019
Q3 | $742K | Sell |
4,273
-13,282
| -76% | -$2.3M | ﹤0.01% | 2215 |
|
|
2019
Q2 | $3.03M | Buy |
17,555
+574
| +3% | +$97.4K | ﹤0.01% | 1450 |
|
|
2019
Q1 | $2.83M | Sell |
16,981
-451
| -3% | -$72.4K | ﹤0.01% | 1480 |
|
|
2018
Q4 | $2.56M | Buy |
17,432
+4,056
| +30% | +$644K | ﹤0.01% | 1407 |
|
|
2018
Q3 | $2.31M | Buy |
13,376
+1,740
| +15% | +$295K | ﹤0.01% | 1595 |
|
|
2018
Q2 | $1.89M | Sell |
11,636
-1
| -0% | -$161 | ﹤0.01% | 1664 |
|
|
2018
Q1 | $1.82M | Sell |
11,637
-4,642
| -29% | -$750K | ﹤0.01% | 1602 |
|
|
2017
Q4 | $2.58M | Sell |
16,279
-895
| -5% | -$138K | ﹤0.01% | 1471 |
|
|
2017
Q3 | $2.56M | Buy |
17,174
+293
| +2% | +$42.8K | ﹤0.01% | 1496 |
|
|
2017
Q2 | $2.43M | Sell |
16,881
-26
| -0.2% | -$3.7K | ﹤0.01% | 1527 |
|
|
2017
Q1 | $2.37M | Buy |
16,907
+458
| +3% | +$63.2K | ﹤0.01% | 1441 |
|
|
2016
Q4 | $2.16M | Buy |
16,449
+985
| +6% | +$128K | ﹤0.01% | 1508 |
|
|
2016
Q3 | $1.98M | Sell |
15,464
-2,420
| -14% | -$309K | ﹤0.01% | 1491 |
|
|
2016
Q2 | $2.22M | Sell |
17,884
-16,995
| -49% | -$2.08M | ﹤0.01% | 1455 |
|
|
2016
Q1 | $4.22M | Sell |
34,879
-418
| -1% | -$47.8K | ﹤0.01% | 1101 |
|
|
2015
Q4 | $4.25M | Buy |
35,297
+7,319
| +26% | +$890K | 0.01% | 1054 |
|
|
2015
Q3 | $3.19M | Buy |
27,978
+1,335
| +5% | +$162K | ﹤0.01% | 1106 |
|
|
2015
Q2 | $3.3M | Buy |
26,643
+702
| +3% | +$88.4K | ﹤0.01% | 1196 |
|
|
2015
Q1 | $3.21M | Buy |
25,941
+102
| +0.4% | +$12.6K | ﹤0.01% | 1186 |
|
|
2014
Q4 | $3.16M | Sell |
25,839
-12,203
| -32% | -$1.46M | ﹤0.01% | 1213 |
|
|
2014
Q3 | $4.44M | Sell |
38,042
-2,018
| -5% | -$238K | 0.01% | 1133 |
|
|
2014
Q2 | $4.72M | Sell |
40,060
-4,401
| -10% | -$500K | 0.01% | 1106 |
|
|
2014
Q1 | $4.99M | Sell |
44,461
-4,178
| -9% | -$461K | 0.01% | 941 |
|
|
2013
Q4 | $5.38M | Buy |
48,639
+9,030
| +23% | +$958K | 0.01% | 820 |
|
|
2013
Q3 | $4.01M | Sell |
39,609
-230
| -0.6% | -$23K | 0.01% | 854 |
|
|
2013
Q2 | $3.84M | Buy |
+39,839
| New | +$3.81M | 0.01% | 832 |
|
Other funds holding IWV
SCM
AFI
UMC
PWA
Bank of Montreal's IWV Position: Q2 2026 in Review
Bank of Montreal increased its iShares Russell 3000 ETF (IWV) stake by 5.5% in Q2 2026, buying an estimated $1.85M and bringing the position to 85,698 shares worth $36.5M. The position accounts for 0.01% of the portfolio, ranked #694.
Bank of Montreal first reported a position in IWV in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.4M in Q1 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.
- Bank of Montreal held 85,698 shares of iShares Russell 3000 ETF worth $36.5M as of Q2 2026.
- Bank of Montreal bought 4,489 iShares Russell 3000 ETF shares in Q2 2026, an estimated $1.85M.
- iShares Russell 3000 ETF made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #694 holding.
- Bank of Montreal first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's iShares Russell 3000 ETF position peaked at $38.4M in Q1 2025.
- 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.