Ownership history in Monument Capital Management Β· 31 quarters on record
This page tracks every 13F SEC filing in which Monument Capital Management reported a position in ISHARES CORE S&P TOTAL U S STOCK MARKET ETF (ITOT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Monument Capital Management underperformed the S&P 500 by β0.5% annually on this ITOT position. Timing score: 38% (11/29 decisions correct). Average cost basis: $95.64. Maximum drawdown during holding period: β24.8%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 29 add/trim decisions correct
Best entry: $50.87 (2018 Q4) Β· Worst: $116.26 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
6 adds Β· 25 trims. Bought during 2 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.2% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size