IWP — ISHARES TR

Ownership history in Monument Capital Management  ·  4 quarters on record

This page tracks every 13F SEC filing in which Monument Capital Management reported a position in ISHARES TR (IWP). 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
1.88% (2025 Q2)
Avg. % of fund
1.8%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 50,810 +2,681 +5.6% 1.73% $7.0M $136.94
2025 Q3 REDUCED 48,129 -3,862 -7.4% 1.71% $6.9M $142.25
2025 Q2 ADDED 51,991 +330 +0.6% 1.88% $7.2M $138.41
2025 Q1 INITIATED 51,661 — — 1.87% $6.1M $117.14
% of Fund (quarterly)    IWP price (monthly, adj. close)

Other funds also holding IWP

As of 2025 Q4 — sorted by position size

LBJ Family Wealth Advisors, Ltd. 3Y 7Y 10.01% Pacific Life Fund Advisors LLC 3Y 9.2% Cedar Mountain Advisors, LLC 3Y 7.23% Bishop & Co Investment Management, LLC 3Y 7Y 6.51% Cassaday & Co Wealth Management LLC 3Y 6.18% Rodgers & Associates, LTD 3Y 5.71% PETRA FINANCIAL ADVISORS INC 5.69% SOUTHERN CAPITAL ADVISORS, LLC 3Y 5.64% Integrated Investment Consultants, LLC 3Y 7Y 5.06% Sterling Manor Financial, LLC 3Y 4.95%
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