Monument Capital Management ITOT holdings history
ISHARES CORE S&P TOTAL U.S. · CUSIP 464287150 · CIK 1729428
As of 2026-06-30, Monument Capital Management reported 56.96K ITOT (shares), valued at $9.36M, or 1.88% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares decreased 3.43%; reported value increased 11.38%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.88% | 56,958 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.10% | 58,982 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.20% | 59,591 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 2.20% | 60,512 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 2.16% | 61,353 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 2.36% | 62,939 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 8.03% | 226,358 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 8.02% | 230,742 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 8.35% | 238,879 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 6.58% | 198,076 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 2.86% | 84,350 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 2.86% | 90,372 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.86% | 90,372 | $8.51M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.86% | 84,350 | $8.88M | Shares decreased 6.66%; reported value increased 4.28%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 6.58% | 198,076 | $22.84M | Shares increased 134.83%; reported value increased 157.30%, and weight changed +3.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 8.35% | 238,879 | $28.37M | Shares increased 20.60%; reported value increased 24.24%, and weight changed +1.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 8.02% | 230,742 | $28.99M | Shares decreased 3.41%; reported value increased 2.16%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 8.03% | 226,358 | $29.11M | Shares decreased 1.90%; reported value increased 0.44%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.36% | 62,939 | $7.68M | Shares decreased 72.19%; reported value decreased 73.62%, and weight changed -5.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.16% | 61,353 | $8.29M | Shares decreased 2.52%; reported value increased 7.89%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 2.20% | 60,512 | $8.81M | Shares decreased 1.37%; reported value increased 6.38%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.20% | 59,591 | $8.86M | Shares decreased 1.52%; reported value increased 0.53%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.10% | 58,982 | $8.40M | Shares decreased 1.02%; reported value decreased 5.19%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 1.88% | 56,958 | $9.36M | Shares decreased 3.43%; reported value increased 11.38%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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