IEI — ISHARES TR

Ownership history in Monument Capital Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Monument Capital Management reported a position in ISHARES TR (IEI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.29% (2025 Q2)
Avg. % of fund
1.25%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,903 -418 -1.0% 1.21% $4.9M $118.66
2025 Q3 REDUCED 41,321 -221 -0.5% 1.23% $4.9M $117.40
2025 Q2 INITIATED 41,542 — — 1.29% $4.9M $115.97
% of Fund (quarterly)    IEI price (monthly, adj. close)

Other funds also holding IEI

As of 2025 Q4 — sorted by position size

Hoese & Co LLP 3Y 18.84% Tanglewood Wealth Management, Inc. 3Y 7Y 16.2% Clarity Financial LLC 3Y 14.99% Spartan Planning & Wealth Management 3Y 11.98% Strategic Point Investment Advisors, LLC 3Y 7Y 10.15% DDFG, Inc 3Y 9.33% ARMSTRONG ADVISORY GROUP, INC 3Y 7.97% Gould Capital, LLC 3Y 7.8% Mirabaud & Cie SA 7.1% SNS Financial Group, LLC 3Y 7Y 6.14%
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