Monument Capital Management’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $259K | Hold |
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|
2025
Q1 | $250K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $253K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $243K | Hold |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $283K | Hold |
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|
2021
Q3 | $264K | Hold |
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|
2021
Q2 | $268K | Sell |
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|
2021
Q1 | $2.61M | Sell |
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|
2020
Q4 | $2.36M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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