IWF — ISHARES TR

Ownership history in Monument Capital Management  ·  23 quarters on record

This page tracks every 13F SEC filing in which Monument Capital Management reported a position in ISHARES TR (IWF). 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
2.03% (2025 Q4)
Avg. % of fund
0.59%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,217 +654 +3.9% 2.03% $8.1M $473.30
2025 Q3 REDUCED 16,563 -1,506 -8.3% 1.94% $7.8M $467.94
2025 Q2 ADDED 18,069 +137 +0.8% 2.00% $7.7M $423.76
2025 Q1 ADDED 17,932 +17,015 +1855.5% 1.99% $6.5M $360.04
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IWF price (monthly, adj. close)

Other funds also holding IWF

As of 2025 Q4 — sorted by position size

Qalhat Capital Ltd 3Y 100.0% Covenant Partners, LLC 3Y 7Y 30.31% LBJ Family Wealth Advisors, Ltd. 3Y 7Y 25.48% Ball & Co Wealth Management Inc. 20.84% LWM ADVISORS INC 20.7% Cedar Mountain Advisors, LLC 3Y 17.72% 71 West Capital Partners 17.71% Bluesphere Advisors LLC 3Y 17.31% Sheridan Capital Management, LLC 16.68% Cooksen Wealth, LLC 16.4%
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