BANK OF MONTREAL /CAN/ IWM — *ISHARES TR

Ownership history in BANK OF MONTREAL /CAN/  ·  129 quarters on record

AI Ownership Summary

BANK OF MONTREAL /CAN/ reported *ISHARES TR (IWM) in 129 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.92% in 2026 Q2. The latest visible filing shows IWM at 0.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IWM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BANK OF MONTREAL /CAN/'s position in *ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IWM was reported at 0.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.92% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IWM stock page BANK OF MONTREAL /CAN/ fund profile BANK OF MONTREAL /CAN/ full holdings
How BANK OF MONTREAL /CAN/ held IWM — position size vs. price
% of Fund (quarterly)    IWM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 26 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 52.6% -6.6% ✅ 4,406,597 -4,899,703 -52.6% 0.44% $1.32B 2026-08-12 $301.92
2026 Q2 ADDED — — — 9,306,300 +7,389,300 +385.5% 0.92% $2.80B 2026-08-12 $301.92
2026 Q2 REDUCED 44.8% -6.6% ✅ 1,917,000 -1,557,648 -44.8% 0.19% $576.0M 2026-08-12 $301.92
2026 Q1 REDUCED 56.0% +20.8% ❌ 3,474,648 -4,419,652 -56.0% 0.32% $861.7M 2026-05-13 $281.26
2026 Q1 ADDED — — — 7,894,300 +2,402,600 +43.7% 0.73% $1.96B 2026-05-13 $281.26
2026 Q1 ADDED — — — 5,491,700 +1,769,129 +47.5% 0.51% $1.36B 2026-05-13 $281.26
2025 Q4 ADDED — — — 3,722,571 +281,171 +8.2% 0.32% $916.3M 2026-02-12 $257.79
2025 Q4 ADDED — — — 3,441,400 +111,000 +3.3% 0.29% $847.1M 2026-02-12 $257.79
2025 Q4 REDUCED 33.1% +0.9% ❌ 3,330,400 -1,645,564 -33.1% 0.28% $819.8M 2026-02-12 $257.79
2025 Q3 REDUCED 26.0% +3.6% ❌ 4,975,964 -1,747,536 -26.0% 0.46% $1.20B 2025-11-13 $234.41
2025 Q3 ADDED — — — 6,723,500 +6,193,500 +1168.6% 0.62% $1.63B 2025-11-13 $234.41
2025 Q3 REDUCED 89.1% +3.6% ❌ 530,000 -4,333,368 -89.1% 0.05% $128.2M 2025-11-13 $234.41
2025 Q2 REDUCED — — — 4,863,368 -30,132 -0.6% 0.49% $1.05B 2025-08-05 $218.01
2025 Q2 ADDED — — — 4,893,500 +3,919,200 +402.3% 0.50% $1.06B 2025-08-05 $218.01
2025 Q2 REDUCED 73.1% +12.3% ❌ 974,300 -2,641,098 -73.1% 0.10% $210.2M 2025-08-05 $218.01
2025 Q1 ADDED — — — 3,615,398 +255,398 +7.6% 0.35% $721.2M 2025-05-13 $205.38
2025 Q1 ADDED — — — 3,360,000 +2,610,000 +348.0% 0.33% $670.3M 2025-05-13 $205.38
2025 Q1 REDUCED 78.6% +8.5% ❌ 750,000 -2,756,356 -78.6% 0.07% $149.6M 2025-05-13 $205.38
2024 Q4 ADDED — — — 3,506,356 +86,356 +2.5% 0.36% $774.8M 2025-02-13 $222.12
2024 Q4 ADDED — — — 3,420,000 +3,020,000 +755.0% 0.35% $755.7M 2025-02-13 $222.12
2024 Q4 REDUCED 83.8% -9.5% ✅ 400,000 -2,066,853 -83.8% 0.04% $88.4M 2025-02-13 $222.12
2024 Q3 REDUCED 39.8% +0.2% ❌ 2,466,853 -1,628,147 -39.8% 0.24% $543.5M 2024-11-13 $230.25
2024 Q3 ADDED — — — 4,095,000 +3,595,000 +719.0% 0.40% $902.3M 2024-11-13 $230.25
2024 Q3 REDUCED 78.4% +0.2% ❌ 500,000 -1,812,228 -78.4% 0.05% $110.2M 2024-11-13 $230.25
2024 Q2 ADDED — — — 2,312,228 +142,228 +6.6% 0.14% $482.0M 2024-08-14 $201.72
2024 Q2 REDUCED 63.8% +9.2% ❌ 2,170,000 -3,817,227 -63.8% 0.13% $452.4M 2024-08-14 $201.72
103 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IWM

As of 2026 Q3 — sorted by position size

Wolfstich Capital, LLC 19.66% Brewster Financial Planning LLC 3Y 12.22% BREAKTHRU ADVISORY SERVICES, LLC 11.88% Capitol Family Office, Inc. 3Y 11.04% Baron Financial Group, LLC 3Y 9.54% Kaydan Wealth Management, Inc. 3Y 8.95% Vavra Capital Management, LLC 8.29% Two Seas Capital LP 3Y 7.93% Platt Investment Counsel, LLC 3Y 7.84% ANB BANK 6.95%

FAQ About BANK OF MONTREAL /CAN/ and IWM

These are the practical questions this page is built to answer before you even open the full history table.

How long has BANK OF MONTREAL /CAN/ reported owning IWM?

BANK OF MONTREAL /CAN/ reported IWM across 26 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported IWM position in BANK OF MONTREAL /CAN/'s portfolio?

The largest reported portfolio weight for IWM was 0.92% in 2026 Q2.

What is the latest reported IWM position on this page?

The most recent filing on this page is 2026 Q2, when BANK OF MONTREAL /CAN/ reported 4,406,597 shares, equal to 0.44% of portfolio, with an estimated market value of $1.32B.

What does the chart on this IWM ownership page compare?

The chart compares BANK OF MONTREAL /CAN/'s quarterly IWM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BANK OF MONTREAL /CAN/ time their IWM position?

Based on 13F filing dates vs. subsequent IWM price moves, BANK OF MONTREAL /CAN/ correctly timed 70 out of 127 reported position changes (55%). The annualised alpha on IWM relative to SPY over the holding period was -3.8%.

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