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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.72M	Buy	+19,586	New	+$7.15M	1.55%	12
2021 Q2	–	Sell	-8,522	Closed	-$2.56M	–	145
2021 Q1	$2.56M	Sell	8,522 -1,021	-11%	-$317K	1.03%	32
2020 Q4	$2.74M	Buy	9,543 +433	+5%	+$110K	1.26%	23
2020 Q3	$2.02M	Buy	9,110 +1,346	+17%	+$295K	1.06%	51
2020 Q2	$1.61M	Buy	+7,764	New	+$1.45M	0.94%	55

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Monument Capital Management opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 19,586 shares worth $7.72M. The stake represents 1.55% of the portfolio and ranks #12 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in IWO as recently as Q1 2021.

Monument Capital Management first reported a position in IWO in Q2 2020 and has held it in 5 quarters since. 510 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Monument Capital Management held 19,586 shares of iShares Russell 2000 Growth ETF worth $7.72M as of Q2 2026.
iShares Russell 2000 Growth ETF was a new Monument Capital Management position in Q2 2026.
iShares Russell 2000 Growth ETF made up 1.55% of Monument Capital Management's portfolio in Q2 2026, its #12 holding.
Monument Capital Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2020 and has held it in 5 quarters since.
510 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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