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

Monument Capital Management’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-45,930
Closed -$6.69M – 274
2026
Q1 		$6.69M Buy
+45,930
New +$6.82M 1.68% 9

Other funds holding IWS

Envestnet Portfolio Solutions
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Monument Capital Management sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2026, closing a stake of 45,930 shares — an estimated $6.69M sold.

Monument Capital Management first reported a position in IWS in Q1 2026 and held it in 1 quarter. The position peaked at $6.69M in Q1 2026. 485 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Monument Capital Management reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2026 after selling out during the quarter.
  • Monument Capital Management sold 45,930 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $6.69M.
  • Monument Capital Management first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2026 and held it in 1 quarter.
  • Monument Capital Management's iShares Russell Mid-Cap Value ETF position peaked at $6.69M in Q1 2026.
  • 485 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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