Monument Capital Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+1,757	New	+$242K	0.05%	225
2026 Q1	–	Sell	-50,810	Closed	-$6.96M	–	236
2025 Q4	$6.96M	Buy	50,810 +2,681	+6%	+$375K	1.73%	7
2025 Q3	$6.85M	Sell	48,129 -3,862	-7%	-$546K	1.71%	8
2025 Q2	$7.21M	Buy	51,991 +330	+0.6%	+$41.7K	1.88%	4
2025 Q1	$6.07M	Buy	+51,661	New	+$6.64M	1.87%	6

Other funds holding IWP

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

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

SGAM

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

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

Monument Capital Management opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,757 shares worth $257K. The stake represents 0.05% of the portfolio and ranks #225 among its holdings. This is a return to the name: Monument Capital Management previously reported a position in IWP as recently as Q4 2025.

Monument Capital Management first reported a position in IWP in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.21M in Q2 2025. 587 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Monument Capital Management held 1,757 shares of iShares Russell Mid-Cap Growth ETF worth $257K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Monument Capital Management position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #225 holding.
Monument Capital Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
Monument Capital Management's iShares Russell Mid-Cap Growth ETF position peaked at $7.21M in Q2 2025.
587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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