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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
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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 850 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.
  • 850 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.