iShares S&P 1500 Index Fund shares owned by Monument Capital Management
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Monument Capital Management
from 13F filings
Historical chart of Monument Capital Management investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Monument Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.8M | 61k | 145.65 |
| 2025-06-30 | $8.3M | 61k | 135.04 |
| 2025-03-31 | $7.7M | 63k | 122.01 |
| 2024-12-31 | $29M | 226k | 128.62 |
| 2024-09-30 | $29M | 231k | 125.62 |
| 2024-06-30 | $28M | 239k | 118.78 |
| 2024-03-31 | $23M | 198k | 115.30 |
| 2023-12-31 | $8.9M | 84k | 105.23 |
| 2023-09-30 | $8.5M | 90k | 94.19 |
| 2023-06-30 | $8.8M | 90k | 97.84 |
| 2023-03-31 | $8.1M | 90k | 90.55 |
| 2022-12-31 | $8.7M | 103k | 84.80 |
| 2022-09-30 | $8.6M | 108k | 79.54 |
| 2022-06-30 | $9.6M | 115k | 83.78 |
| 2022-03-31 | $12M | 117k | 100.94 |
| 2021-12-31 | $13M | 122k | 106.98 |
| 2021-09-30 | $12M | 125k | 98.38 |
| 2021-06-30 | $13M | 128k | 98.76 |
| 2021-03-31 | $12M | 131k | 91.60 |
| 2020-12-31 | $12M | 133k | 86.22 |
| 2020-09-30 | $10M | 136k | 75.49 |
| 2020-06-30 | $11M | 165k | 69.44 |
| 2020-03-31 | $11M | 187k | 57.21 |
| 2019-12-31 | $14M | 191k | 72.69 |
| 2019-09-30 | $13M | 189k | 67.07 |
| 2019-06-30 | $14M | 212k | 67.13 |
| 2019-03-31 | $14M | 216k | 64.40 |
| 2018-12-31 | $12M | 219k | 56.76 |
| 2018-09-30 | $11M | 158k | 66.63 |
| 2018-06-30 | $13M | 210k | 62.52 |
More positions owned by Monument Capital Management
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