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

Monument Capital Management’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-23
Closed -$3K – 214
2018
Q3 		$3K Buy
+23
New +$3.1K ﹤0.01% 217

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Monument Capital Management's IWN Position: Q4 2018 in Review

Monument Capital Management sold out of iShares Russell 2000 Value ETF (IWN) in Q4 2018, closing a stake of 23 shares — an estimated $3K sold.

Monument Capital Management first reported a position in IWN in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 666 funds tracked by Wall St. Rank hold IWN as of Q4 2018.

  • Monument Capital Management reported no remaining iShares Russell 2000 Value ETF position as of Q4 2018 after selling out during the quarter.
  • Monument Capital Management sold 23 iShares Russell 2000 Value ETF shares in Q4 2018, an estimated $3K.
  • Monument Capital Management first reported a position in iShares Russell 2000 Value ETF in Q3 2018 and held it in 1 quarter.
  • Monument Capital Management's iShares Russell 2000 Value ETF position peaked at $3K in Q3 2018.
  • 666 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2018.

Based on Monument Capital Management's 13F filing for Q4 2018, filed 15 Jan 2019.