Bank of Montreal
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Bank of Montreal’s iShares US Basic Materials ETF IYM Stock Holding History

Bank of Montreal’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Sell
9,098
-95
-1% -$16.6K ﹤0.01% 1780
2025
Q4 		$1.42M Buy
9,193
+2,746
+43% +$407K ﹤0.01% 1795
2025
Q3 		$956K Sell
6,447
-1,379
-18% -$201K ﹤0.01% 1980
2025
Q2 		$1.1M Buy
7,826
+815
+12% +$108K ﹤0.01% 1861
2025
Q1 		$945K Buy
7,011
+196
+3% +$26.7K ﹤0.01% 1851
2024
Q4 		$885K Sell
6,815
-686
-9% -$99.1K ﹤0.01% 1937
2024
Q3 		$1.13M Hold
7,501
– – ﹤0.01% 1977
2024
Q2 		$1.08M Sell
7,501
-196
-3% -$28.2K ﹤0.01% 1984
2024
Q1 		$1.14M Sell
7,697
-3,324
-30% -$456K ﹤0.01% 1932
2023
Q4 		$1.54M Buy
11,021
+4,240
+63% +$544K ﹤0.01% 1821
2023
Q3 		$898K Buy
6,781
+1,473
+28% +$195K ﹤0.01% 2121
2023
Q2 		$707K Sell
5,308
-612
-10% -$78.8K ﹤0.01% 2371
2023
Q1 		$785K Sell
5,920
-5,888
-50% -$783K ﹤0.01% 2195
2022
Q4 		$1.55M Buy
11,808
+7,262
+160% +$893K ﹤0.01% 1915
2022
Q3 		$533 Sell
4,546
-54
-1% -$6.47K ﹤0.01% 2549
2022
Q2 		$560 Buy
4,600
+3
+0.1% +$415 ﹤0.01% 2624
2022
Q1 		$693K Sell
4,597
-309
-6% -$42.7K ﹤0.01% 2609
2021
Q4 		$688K Sell
4,906
-2,378
-33% -$320K ﹤0.01% 2177
2021
Q3 		$929K Sell
7,284
-40,701
-85% -$5.31M ﹤0.01% 2544
2021
Q2 		$6.24M Buy
47,985
+47,935
+95,870% +$6.41M ﹤0.01% 1505
2021
Q1 		$6K Sell
50
-42,535
-100% -$5.08M ﹤0.01% 4572
2020
Q4 		$5.16M Buy
42,585
+41,903
+6,144% +$4.46M ﹤0.01% 1366
2020
Q3 		$67K Sell
682
-56
-8% -$5.5K ﹤0.01% 3292
2020
Q2 		$66K Sell
738
-75
-9% -$6.21K ﹤0.01% 3289
2020
Q1 		$54K Sell
813
-519
-39% -$44.7K ﹤0.01% 2864
2019
Q4 		$130K Sell
1,332
-788
-37% -$74K ﹤0.01% 3383
2019
Q3 		$196K Sell
2,120
-7,259
-77% -$668K ﹤0.01% 2925
2019
Q2 		$891K Buy
9,379
+406
+5% +$37.3K ﹤0.01% 2130
2019
Q1 		$820K Sell
8,973
-1,495
-14% -$134K ﹤0.01% 2092
2018
Q4 		$879K Buy
10,468
+112
+1% +$10K ﹤0.01% 1940
2018
Q3 		$1.02M Buy
10,356
+312
+3% +$31.4K ﹤0.01% 1985
2018
Q2 		$994K Buy
10,044
+36
+0.4% +$3.6K ﹤0.01% 2008
2018
Q1 		$962K Sell
10,008
-4,615
-32% -$473K ﹤0.01% 1938
2017
Q4 		$1.5M Sell
14,623
-35,808
-71% -$3.55M ﹤0.01% 1744
2017
Q3 		$4.83M Buy
50,431
+3,925
+8% +$363K ﹤0.01% 1180
2017
Q2 		$4.15M Sell
46,506
-11,281
-20% -$1M ﹤0.01% 1242
2017
Q1 		$5.15M Buy
57,787
+33,283
+136% +$2.92M ﹤0.01% 1059
2016
Q4 		$2.06M Buy
24,504
+10,645
+77% +$861K ﹤0.01% 1539
2016
Q3 		$1.09M Buy
13,859
+2,544
+22% +$202K ﹤0.01% 1778
2016
Q2 		$860K Buy
11,315
+1,208
+12% +$92.2K ﹤0.01% 1913
2016
Q1 		$740K Sell
10,107
-2,803
-22% -$188K ﹤0.01% 1883
2015
Q4 		$911K Sell
12,910
-9,113
-41% -$657K ﹤0.01% 1757
2015
Q3 		$1.43M Sell
22,023
-10,712
-33% -$778K ﹤0.01% 1429
2015
Q2 		$2.64M Sell
32,735
-4,978
-13% -$419K ﹤0.01% 1284
2015
Q1 		$3.09M Sell
37,713
-1,878
-5% -$156K ﹤0.01% 1206
2014
Q4 		$3.27M Buy
39,591
+38,001
+2,390% +$3.16M ﹤0.01% 1205
2014
Q3 		$136K Buy
1,590
+330
+26% +$28.9K ﹤0.01% 2695
2014
Q2 		$110K Hold
1,260
– – ﹤0.01% 2788
2014
Q1 		$105K Buy
1,260
+200
+19% +$16.2K ﹤0.01% 2777
2013
Q4 		$86K Sell
1,060
-30
-3% -$2.33K ﹤0.01% 2609
2013
Q3 		$81K Sell
1,090
-30
-3% -$2.15K ﹤0.01% 2592
2013
Q2 		$75K Buy
+1,120
New +$78.3K ﹤0.01% 2534

Other funds holding IYM

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Bank of Montreal's IYM Position: Q1 2026 in Review

Bank of Montreal reduced its iShares US Basic Materials ETF (IYM) stake by 1% in Q1 2026, selling an estimated $16.6K and leaving 9,098 shares worth $1.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Bank of Montreal first reported a position in IYM in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.24M in Q2 2021. 247 funds tracked by Wall St. Rank hold IYM as of Q1 2026.

  • Bank of Montreal held 9,098 shares of iShares US Basic Materials ETF worth $1.6M as of Q1 2026.
  • Bank of Montreal sold 95 iShares US Basic Materials ETF shares in Q1 2026, an estimated $16.6K.
  • iShares US Basic Materials ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1780 holding.
  • Bank of Montreal first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's iShares US Basic Materials ETF position peaked at $6.24M in Q2 2021.
  • 247 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.