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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$368K	Buy	+3,335	New	+$351K	0.07%	197

Other funds holding IWR

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

FWTB

First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Monument Capital Management opened a new position in iShares Russell Mid-Cap ETF (IWR) in Q2 2026: 3,335 shares worth $368K. The stake represents 0.07% of the portfolio and ranks #197 among its holdings.

810 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Monument Capital Management held 3,335 shares of iShares Russell Mid-Cap ETF worth $368K as of Q2 2026.
iShares Russell Mid-Cap ETF was a new Monument Capital Management position in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.07% of Monument Capital Management's portfolio in Q2 2026, its #197 holding.
810 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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