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Monumental Financial Group’s iShares S&P 100 ETF OEF Stock Holding History

Monumental Financial Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-104
Closed -$19K – 73
2023
Q1 		$19K Buy
+104
New +$18.7K 0.01% 69

Other funds holding OEF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Monumental Financial Group's OEF Position: Q2 2023 in Review

Monumental Financial Group sold out of iShares S&P 100 ETF (OEF) in Q2 2023, closing a stake of 104 shares — an estimated $19K sold.

Monumental Financial Group first reported a position in OEF in Q1 2023 and held it in 1 quarter. The position peaked at $19K in Q1 2023. 548 funds tracked by Wall St. Rank hold OEF as of Q2 2023.

  • Monumental Financial Group reported no remaining iShares S&P 100 ETF position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 104 iShares S&P 100 ETF shares in Q2 2023, an estimated $19K.
  • Monumental Financial Group first reported a position in iShares S&P 100 ETF in Q1 2023 and held it in 1 quarter.
  • Monumental Financial Group's iShares S&P 100 ETF position peaked at $19K in Q1 2023.
  • 548 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.