Monument Capital Management IUSG holdings history
ISHARES CORE S&P U.S. GROWTH · CUSIP 464287671 · CIK 1729428
As of 2026-03-31, Monument Capital Management reported 3.55K IUSG (shares), valued at $550.80K, or 0.14% of its reported non-derivative portfolio. Filed 2026-04-16.
Verify history & sources →Shares increased 7.25%; reported value decreased 0.94%, and weight changed +0.00 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 | Not reported | Not reported | — |
| Q1 2026 | 0.14% | 3,551 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 0.14% | 3,311 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.14% | 3,311 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 0.13% | 3,311 | SEC filing ↗Filed Jul 24, 2025 |
| Q1 2025 | 0.13% | 3,310 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 0.13% | 3,310 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 0.14% | 3,818 | SEC filing ↗Filed Oct 15, 2024 |
| Q2 2024 | 0.16% | 4,326 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 1.09% | 32,414 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 5.70% | 170,151 | SEC filing ↗Filed Feb 1, 2024 |
| Q3 2023 | 5.72% | 179,703 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.72% | 179,703 | $17.04M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 5.70% | 170,151 | $17.71M | Shares decreased 5.32%; reported value increased 3.94%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 1.09% | 32,414 | $3.80M | Shares decreased 80.95%; reported value decreased 78.55%, and weight changed -4.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 0.16% | 4,326 | $551.44K | Shares decreased 86.65%; reported value decreased 85.49%, and weight changed -0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 0.14% | 3,818 | $503.62K | Shares decreased 11.74%; reported value decreased 8.67%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2024 |
| Q4 2024 | 0.13% | 3,310 | $461.27K | Shares decreased 13.31%; reported value decreased 8.41%, 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 | 0.13% | 3,310 | $420.68K | Shares unchanged; reported value decreased 8.80%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 0.13% | 3,311 | $497.90K | Shares increased 0.03%; reported value increased 18.36%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2025 |
| Q3 2025 | 0.14% | 3,311 | $544.74K | Shares unchanged; reported value increased 9.41%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.14% | 3,311 | $556.03K | Shares unchanged; reported value increased 2.07%, 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 | 0.14% | 3,551 | $550.80K | Shares increased 7.25%; reported value decreased 0.94%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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