Monument Capital Management
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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
Q3 		$9.9M Buy
35,497
+26,213
+282% +$7.7M 2.06% 4
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

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
AIA Group
AIA Group Hong Kong $8.11B AUM 23.7% 1-Year Est. Return
MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
GLOBALT Investments
GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Monument Capital Management's IWM Position: Q3 2026 in Review

Monument Capital Management increased its iShares Russell 2000 ETF (IWM) stake by 282% in Q3 2026, buying an estimated $7.7M and bringing the position to 35,497 shares worth $9.9M. The position accounts for 2.06% of the portfolio, ranked #4.

Monument Capital Management first reported a position in IWM in Q4 2017 and has held it in 4 quarters since. 1,239 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Monument Capital Management held 35,497 shares of iShares Russell 2000 ETF worth $9.9M as of Q3 2026.
  • Monument Capital Management bought 26,213 iShares Russell 2000 ETF shares in Q3 2026, an estimated $7.7M.
  • iShares Russell 2000 ETF made up 2.06% of Monument Capital Management's portfolio in Q3 2026, its #4 holding.
  • Monument Capital Management first reported a position in iShares Russell 2000 ETF in Q4 2017 and has held it in 4 quarters since.
  • 1,239 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.