Monument Capital Management
IWD icon

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

Monument Capital Management’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$8.44M Buy
34,034
+29,192
+603% +$7.38M 1.76% 8
2026
Q2 		$1.17M Buy
4,842
+3,861
+394% +$899K 0.24% 103
2026
Q1 		$210K Hold
981
– – 0.05% 205
2025
Q4 		$206K Buy
+981
New +$203K 0.05% 208
2025
Q3 		– Sell
-1,331
Closed -$259K – 245
2025
Q2 		$259K Hold
1,331
– – 0.07% 185
2025
Q1 		$250K Hold
1,331
– – 0.08% 166
2024
Q4 		$246K Hold
1,331
– – 0.07% 172
2024
Q3 		$253K Hold
1,331
– – 0.07% 168
2024
Q2 		$232K Hold
1,331
– – 0.07% 159
2024
Q1 		$238K Hold
1,331
– – 0.07% 167
2023
Q4 		$220K Sell
1,331
-263
-16% -$40.6K 0.07% 167
2023
Q3 		$242K Hold
1,594
– – 0.08% 146
2023
Q2 		$252K Hold
1,594
– – 0.08% 142
2023
Q1 		$243K Hold
1,594
– – 0.08% 130
2022
Q4 		$242K Sell
1,594
-94
-6% -$14.1K 0.08% 138
2022
Q3 		$230K Hold
1,688
– – 0.09% 135
2022
Q2 		$245K Buy
1,688
+1
+0.1% +$156 0.09% 135
2022
Q1 		$280K Hold
1,687
– – 0.09% 119
2021
Q4 		$283K Hold
1,687
– – 0.09% 125
2021
Q3 		$264K Hold
1,687
– – 0.09% 131
2021
Q2 		$268K Sell
1,687
-15,530
-90% -$2.46M 0.09% 123
2021
Q1 		$2.61M Sell
17,217
-11
-0.1% -$1.59K 1.05% 30
2020
Q4 		$2.36M Buy
17,228
+1,305
+8% +$167K 1.09% 46
2020
Q3 		$1.88M Buy
15,923
+1,971
+14% +$234K 0.99% 58
2020
Q2 		$1.57M Buy
+13,952
New +$1.53M 0.92% 57

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Oakworth Capital
Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Monument Capital Management's IWD Position: Q3 2026 in Review

Monument Capital Management increased its iShares Russell 1000 Value ETF (IWD) stake by 603% in Q3 2026, buying an estimated $7.38M and bringing the position to 34,034 shares worth $8.44M. The position accounts for 1.76% of the portfolio, ranked #8.

Monument Capital Management first reported a position in IWD in Q2 2020 and has held it in 25 quarters since. 920 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Monument Capital Management held 34,034 shares of iShares Russell 1000 Value ETF worth $8.44M as of Q3 2026.
  • Monument Capital Management bought 29,192 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $7.38M.
  • iShares Russell 1000 Value ETF made up 1.76% of Monument Capital Management's portfolio in Q3 2026, its #8 holding.
  • Monument Capital Management first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 25 quarters since.
  • 920 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.