Monument Capital Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.67M | Buy |
18,069
+137
| +0.8% | +$58.2K | 2% | 3 |
|
2025
Q1 | $6.48M | Buy |
17,932
+17,015
| +1,856% | +$6.14M | 1.99% | 4 |
|
2024
Q4 | $368K | Hold |
917
| – | – | 0.1% | 137 |
|
2024
Q3 | $344K | Hold |
917
| – | – | 0.1% | 142 |
|
2024
Q2 | $334K | Hold |
917
| – | – | 0.1% | 134 |
|
2024
Q1 | $309K | Hold |
917
| – | – | 0.09% | 153 |
|
2023
Q4 | $278K | Sell |
917
-97
| -10% | -$29.4K | 0.09% | 152 |
|
2023
Q3 | $270K | Hold |
1,014
| – | – | 0.09% | 144 |
|
2023
Q2 | $279K | Hold |
1,014
| – | – | 0.09% | 136 |
|
2023
Q1 | $248K | Sell |
1,014
-25
| -2% | -$6.11K | 0.08% | 128 |
|
2022
Q4 | $223K | Sell |
1,039
-40
| -4% | -$8.57K | 0.08% | 144 |
|
2022
Q3 | $227K | Sell |
1,079
-122
| -10% | -$25.7K | 0.09% | 136 |
|
2022
Q2 | $263K | Buy |
1,201
+16
| +1% | +$3.5K | 0.1% | 130 |
|
2022
Q1 | $329K | Sell |
1,185
-2
| -0.2% | -$555 | 0.11% | 112 |
|
2021
Q4 | $363K | Buy |
1,187
+2
| +0.2% | +$612 | 0.11% | 117 |
|
2021
Q3 | $325K | Hold |
1,185
| – | – | 0.11% | 120 |
|
2021
Q2 | $322K | Sell |
1,185
-8,575
| -88% | -$2.33M | 0.11% | 112 |
|
2021
Q1 | $2.37M | Sell |
9,760
-922
| -9% | -$224K | 0.95% | 41 |
|
2020
Q4 | $2.58M | Buy |
10,682
+594
| +6% | +$143K | 1.19% | 31 |
|
2020
Q3 | $2.19M | Buy |
10,088
+1,588
| +19% | +$344K | 1.15% | 47 |
|
2020
Q2 | $1.63M | Buy |
+8,500
| New | +$1.63M | 0.96% | 54 |
|