Bank of Montreal’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Bank of Montreal’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$500K	Hold	4,754	–	–	﹤0.01%	2465
2026 Q1	$441K	Hold	4,754	–	–	﹤0.01%	2453
2025 Q4	$437K	Buy	4,754 +76	+2%	+$6.82K	﹤0.01%	2378
2025 Q3	$411K	Sell	4,678 -388	-8%	-$33.3K	﹤0.01%	2361
2025 Q2	$427K	Hold	5,066	–	–	﹤0.01%	2367
2025 Q1	$416K	Hold	5,066	–	–	﹤0.01%	2312
2024 Q4	$400K	Hold	5,066	–	–	﹤0.01%	2373
2024 Q3	$410K	Hold	5,066	–	–	﹤0.01%	2542
2024 Q2	$383K	Hold	5,066	–	–	﹤0.01%	2584
2024 Q1	$387K	Hold	5,066	–	–	﹤0.01%	2607
2023 Q4	$356K	Buy	5,066 +5,053	+38,869%	+$335K	﹤0.01%	2752
2023 Q3	$894	Buy	+13	New	+$882	﹤0.01%	3730
2022 Q4	–	Sell	-1,725	Closed	-$124	–	4145
2022 Q3	$124	Buy	+1,725	New	+$110K	﹤0.01%	3391
2021 Q4	–	Sell	-5,925	Closed	-$399K	–	3677
2021 Q3	$399K	Buy	+5,925	New	+$398K	﹤0.01%	2987

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

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

Bank of Montreal held its iShares Russell Top 200 Value ETF (IWX) position steady in Q2 2026 at 4,754 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2465.

Bank of Montreal first reported a position in IWX in Q3 2021 and has held it in 14 quarters since. 257 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

Bank of Montreal held 4,754 shares of iShares Russell Top 200 Value ETF worth $500K as of Q2 2026.
Bank of Montreal left its iShares Russell Top 200 Value ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Value ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #2465 holding.
Bank of Montreal first reported a position in iShares Russell Top 200 Value ETF in Q3 2021 and has held it in 14 quarters since.
257 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

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