Bank of Montreal’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Sell	427 -1,672	-80%	-$472K	﹤0.01%	3175
2026 Q1	$522K	Sell	2,099 -17	-0.8%	-$4.5K	﹤0.01%	2374
2025 Q4	$586K	Buy	2,116 +43	+2%	+$11.9K	﹤0.01%	2234
2025 Q3	$567K	Buy	2,073 +153	+8%	+$39.6K	﹤0.01%	2211
2025 Q2	$473K	Sell	1,920 -122	-6%	-$27.2K	﹤0.01%	2319
2025 Q1	$431K	Sell	2,042 -152,120	-99%	-$35M	﹤0.01%	2285
2024 Q4	$36.3M	Sell	154,162 -4,892	-3%	-$1.12M	0.02%	552
2024 Q3	$34.8M	Sell	159,054 -55,633	-26%	-$11.8M	0.02%	583
2024 Q2	$46.4M	Buy	214,687 +214,247	+48,693%	+$42.7M	0.01%	496
2024 Q1	$86K	Sell	440 -40	-8%	-$7.48K	﹤0.01%	3316
2023 Q4	$84.5K	Hold	480	–	–	﹤0.01%	3423
2023 Q3	$78.1K	Buy	480 +370	+336%	+$59K	﹤0.01%	3339
2023 Q2	$17.5K	Hold	110	–	–	﹤0.01%	3740
2023 Q1	$15.3K	Sell	110 -1,302	-92%	-$169K	﹤0.01%	3565
2022 Q4	$171K	Buy	1,412 +1,102	+355%	+$137K	﹤0.01%	3212
2022 Q3	$41	Hold	310	–	–	﹤0.01%	3671
2022 Q2	$39	Sell	310 -65	-17%	-$8.92K	﹤0.01%	3672
2022 Q1	$61K	Buy	375 +65	+21%	+$10.1K	﹤0.01%	3753
2021 Q4	$54K	Sell	310 -3,215	-91%	-$536K	﹤0.01%	3232
2021 Q3	$559K	Buy	3,525 +3,395	+2,612%	+$536K	﹤0.01%	2815
2021 Q2	$20K	Hold	130	–	–	﹤0.01%	3507
2021 Q1	$18K	Hold	130	–	–	﹤0.01%	4099
2020 Q4	$17K	Hold	130	–	–	﹤0.01%	4492
2020 Q3	$16K	Hold	130	–	–	﹤0.01%	3924
2020 Q2	$15K	Hold	130	–	–	﹤0.01%	3981
2020 Q1	$11K	Hold	130	–	–	﹤0.01%	3446
2019 Q4	$13K	Hold	130	–	–	﹤0.01%	4487
2019 Q3	$11K	Hold	130	–	–	﹤0.01%	4377
2019 Q2	$11K	Sell	130 -230	-64%	-$19.3K	﹤0.01%	4484
2019 Q1	$30K	Sell	360 -285	-44%	-$22.3K	﹤0.01%	3532
2018 Q4	$46K	Buy	645 +285	+79%	+$22.1K	﹤0.01%	3306
2018 Q3	$31K	Hold	360	–	–	﹤0.01%	3569
2018 Q2	$28K	Hold	360	–	–	﹤0.01%	3631
2018 Q1	$27K	Hold	360	–	–	﹤0.01%	3467
2017 Q4	$26K	Hold	360	–	–	﹤0.01%	3502
2017 Q3	$24K	Sell	360 -50	-12%	-$3.33K	﹤0.01%	3460
2017 Q2	$26K	Hold	410	–	–	﹤0.01%	3440
2017 Q1	$25K	Hold	410	–	–	﹤0.01%	3298
2016 Q4	$23K	Hold	410	–	–	﹤0.01%	3358
2016 Q3	$23K	Sell	410 -73	-15%	-$4.07K	﹤0.01%	3299
2016 Q2	$26K	Buy	483 +73	+18%	+$3.92K	﹤0.01%	3280
2016 Q1	$22K	Sell	410 -390	-49%	-$19.9K	﹤0.01%	3365
2015 Q4	$43K	Buy	+800	New	+$42.8K	﹤0.01%	3095

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AWM

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

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

Bank of Montreal reduced its iShares Russell Top 200 Growth ETF (IWY) stake by 80% in Q2 2026, selling an estimated $472K and leaving 427 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

Bank of Montreal first reported a position in IWY in Q4 2015 and has held it in 43 quarters since. The position peaked at $46.4M in Q2 2024. 658 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

Bank of Montreal held 427 shares of iShares Russell Top 200 Growth ETF worth $124K as of Q2 2026.
Bank of Montreal sold 1,672 iShares Russell Top 200 Growth ETF shares in Q2 2026, an estimated $472K.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3175 holding.
Bank of Montreal first reported a position in iShares Russell Top 200 Growth ETF in Q4 2015 and has held it in 43 quarters since.
Bank of Montreal's iShares Russell Top 200 Growth ETF position peaked at $46.4M in Q2 2024.
658 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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