Monument Capital Management’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-1,015	Closed	-$266K	–	150
2022 Q1	$266K	Buy	1,015 +1	+0.1%	+$259	0.09%	121
2021 Q4	$281K	Hold	1,014	–	–	0.09%	126
2021 Q3	$258K	Hold	1,014	–	–	0.09%	132
2021 Q2	$259K	Hold	1,014	–	–	0.09%	125
2021 Q1	$241K	Hold	1,014	–	–	0.1%	100
2020 Q4	$227K	Sell	1,014 -526	-34%	-$110K	0.1%	91
2020 Q3	$301K	Buy	+1,540	New	+$298K	0.16%	81
2020 Q1	–	Sell	-6,649	Closed	-$1.25M	–	77
2019 Q4	$1.25M	Hold	6,649	–	–	0.64%	68
2019 Q3	$1.16M	Hold	6,649	–	–	0.63%	69
2019 Q2	$1.16M	Buy	6,649 +3,019	+83%	+$512K	0.62%	68
2019 Q1	$605K	Hold	3,630	–	–	0.34%	72
2018 Q4	$533K	Buy	+3,630	New	+$577K	0.33%	75

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Monument Capital Management's IWV Position: Q2 2022 in Review

Monument Capital Management sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 1,015 shares — an estimated $266K sold.

Monument Capital Management first reported a position in IWV in Q4 2018 and held it in 12 quarters. The position peaked at $1.25M in Q4 2019. 641 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Monument Capital Management reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Monument Capital Management sold 1,015 iShares Russell 3000 ETF shares in Q2 2022, an estimated $266K.
Monument Capital Management first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 12 quarters.
Monument Capital Management's iShares Russell 3000 ETF position peaked at $1.25M in Q4 2019.
641 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Monument Capital Management's 13F filing for Q2 2022, filed 20 Jul 2022.