Monument Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$43.5K | 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% | -$14.3K | 0.08% | 138 |
|
|
2022
Q3 | $230K | Hold |
1,688
| – | – | 0.09% | 135 |
|
|
2022
Q2 | $245K | Buy |
1,688
+1
| +0.1% | +$145 | 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% | -$2.47M | 0.09% | 123 |
|
|
2021
Q1 | $2.61M | Sell |
17,217
-11
| -0.1% | -$1.67K | 1.05% | 30 |
|
|
2020
Q4 | $2.36M | Buy |
17,228
+1,305
| +8% | +$178K | 1.09% | 46 |
|
|
2020
Q3 | $1.88M | Buy |
15,923
+1,971
| +14% | +$233K | 0.99% | 58 |
|
|
2020
Q2 | $1.57M | Buy |
+13,952
| New | +$1.57M | 0.92% | 57 |
|