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Monument Capital Management’s iShares Russell 1000 ETF IWB Stock Holding History

Monument Capital Management’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.08M Sell
19,735
-98
-0.5% -$38.8K 1.63% 11
2026
Q1 		$7.07M Buy
19,833
+4
+0% +$1.49K 1.77% 8
2025
Q4 		$7.41M Buy
19,829
+948
+5% +$351K 1.84% 6
2025
Q3 		$6.9M Sell
18,881
-1,466
-7% -$516K 1.73% 7
2025
Q2 		$6.91M Buy
20,347
+205
+1% +$64.3K 1.8% 5
2025
Q1 		$6.18M Buy
+20,142
New +$6.51M 1.9% 5

Other funds holding IWB

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
WAG
Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

Monument Capital Management's IWB Position: Q2 2026 in Review

Monument Capital Management reduced its iShares Russell 1000 ETF (IWB) stake by 0.49% in Q2 2026, selling an estimated $38.8K and leaving 19,735 shares worth $8.08M. The position accounts for 1.63% of the portfolio, ranked #11.

Monument Capital Management first reported a position in IWB in Q1 2025 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Monument Capital Management held 19,735 shares of iShares Russell 1000 ETF worth $8.08M as of Q2 2026.
  • Monument Capital Management sold 98 iShares Russell 1000 ETF shares in Q2 2026, an estimated $38.8K.
  • iShares Russell 1000 ETF made up 1.63% of Monument Capital Management's portfolio in Q2 2026, its #11 holding.
  • Monument Capital Management first reported a position in iShares Russell 1000 ETF in Q1 2025 and has held it in 6 quarters since.
  • 503 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.