Monument Capital Management’s iShares Russell 2000 ETF IWM Stock Holding History

Monument Capital Management’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.79M	Buy	+9,284	New	+$2.61M	0.56%	66
2018 Q2	–	Sell	-67	Closed	-$9K	–	152
2018 Q1	$9K	Sell	67 -403	-86%	-$62.2K	0.01%	117
2017 Q4	$71K	Buy	+470	New	+$70.6K	0.05%	72

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Monument Capital Management opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 9,284 shares worth $2.79M. The stake represents 0.56% of the portfolio and ranks #66 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in IWM as recently as Q1 2018.

Monument Capital Management first reported a position in IWM in Q4 2017 and has held it in 3 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Monument Capital Management held 9,284 shares of iShares Russell 2000 ETF worth $2.79M as of Q2 2026.
iShares Russell 2000 ETF was a new Monument Capital Management position in Q2 2026.
iShares Russell 2000 ETF made up 0.56% of Monument Capital Management's portfolio in Q2 2026, its #66 holding.
Monument Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 3 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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