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

Monument Capital Management’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4M Buy
84,048
+14,920
+22% +$1.8M 2.1% 4
2026
Q1 		$7.37M Buy
69,128
+260
+0.4% +$29.5K 1.85% 7
2025
Q4 		$8.15M Buy
68,868
+2,616
+4% +$310K 2.03% 5
2025
Q3 		$7.76M Sell
66,252
-6,024
-8% -$671K 1.94% 4
2025
Q2 		$7.67M Buy
72,276
+548
+0.8% +$52.4K 2% 3
2025
Q1 		$6.48M Buy
71,728
+68,060
+1,856% +$6.71M 1.99% 4
2024
Q4 		$368K Hold
3,668
– – 0.1% 137
2024
Q3 		$344K Hold
3,668
– – 0.1% 142
2024
Q2 		$334K Hold
3,668
– – 0.1% 134
2024
Q1 		$309K Hold
3,668
– – 0.09% 153
2023
Q4 		$278K Sell
3,668
-388
-10% -$27.4K 0.09% 152
2023
Q3 		$270K Hold
4,056
– – 0.09% 144
2023
Q2 		$279K Hold
4,056
– – 0.09% 136
2023
Q1 		$248K Sell
4,056
-100
-2% -$5.76K 0.08% 128
2022
Q4 		$223K Sell
4,156
-160
-4% -$8.8K 0.08% 144
2022
Q3 		$227K Sell
4,316
-488
-10% -$28.7K 0.09% 136
2022
Q2 		$263K Buy
4,804
+64
+1% +$3.84K 0.1% 130
2022
Q1 		$329K Sell
4,740
-8
-0.2% -$546 0.11% 112
2021
Q4 		$363K Buy
4,748
+8
+0.2% +$593 0.11% 117
2021
Q3 		$325K Hold
4,740
– – 0.11% 120
2021
Q2 		$322K Sell
4,740
-34,300
-88% -$2.21M 0.11% 112
2021
Q1 		$2.37M Sell
39,040
-3,688
-9% -$224K 0.95% 41
2020
Q4 		$2.58M Buy
42,728
+2,376
+6% +$135K 1.19% 31
2020
Q3 		$2.19M Buy
40,352
+6,352
+19% +$335K 1.15% 47
2020
Q2 		$1.63M Buy
+34,000
New +$1.5M 0.96% 54

Other funds holding IWF

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

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

Monument Capital Management increased its iShares Russell 1000 Growth ETF (IWF) stake by 22% in Q2 2026, buying an estimated $1.8M and bringing the position to 84,048 shares worth $10.4M. The position accounts for 2.1% of the portfolio, ranked #4.

Monument Capital Management first reported a position in IWF in Q2 2020 and has held it in 25 quarters since. 1,299 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Monument Capital Management held 84,048 shares of iShares Russell 1000 Growth ETF worth $10.4M as of Q2 2026.
  • Monument Capital Management bought 14,920 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.8M.
  • iShares Russell 1000 Growth ETF made up 2.1% of Monument Capital Management's portfolio in Q2 2026, its #4 holding.
  • Monument Capital Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,299 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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