Monument Capital Management IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 1729428
As of 2026-06-30, Monument Capital Management reported 84.05K IWF (shares), valued at $10.44M, or 2.10% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 386.33%; reported value increased 41.62%, and weight changed +0.25 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 | 2.10% | 84,048 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 1.85% | 17,282 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 2.03% | 17,217 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.94% | 16,563 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 2.00% | 18,069 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 1.99% | 17,932 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.10% | 917 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 0.10% | 917 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 0.10% | 917 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 0.09% | 917 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 0.09% | 917 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 0.09% | 1,014 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.09% | 1,014 | $269.71K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 0.09% | 917 | $278.01K | Shares decreased 9.57%; reported value increased 3.07%, 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 | 0.09% | 917 | $309.07K | Shares unchanged; reported value increased 11.18%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 0.10% | 917 | $334.26K | Shares unchanged; reported value increased 8.15%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.10% | 917 | $344.22K | Shares unchanged; reported value increased 2.98%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 0.10% | 917 | $368.25K | Shares unchanged; reported value increased 6.98%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 1.99% | 17,932 | $6.48M | Shares increased 1855.51%; reported value increased 1658.34%, and weight changed +1.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 2.00% | 18,069 | $7.67M | Shares increased 0.76%; reported value increased 18.48%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 1.94% | 16,563 | $7.76M | Shares decreased 8.33%; reported value increased 1.13%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 2.03% | 17,217 | $8.15M | Shares increased 3.95%; reported value increased 5.03%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 1.85% | 17,282 | $7.37M | Shares increased 0.38%; reported value decreased 9.57%, and weight changed -0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.10% | 84,048 | $10.44M | Shares increased 386.33%; reported value increased 41.62%, and weight changed +0.25 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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