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iShares Russell 3000 Value Index shares owned by Monument Capital Management

Quarter-by-quarter ownership of iShares Russell 3000 Value Index (IUSV) shares owned by Monument Capital Management from 13F filings

Historical chart of Monument Capital Management investment in iShares Russell 3000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 3000 Value Index held by Monument Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 3000 Value Index by Monument Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 37k 90.44
2023-12-31 $9.0M 106k 84.33
2023-09-30 $13M 169k 74.62
2023-06-30 $9.1M 116k 78.26

More positions owned by Monument Capital Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Caterpillar (CAT)
Builders FirstSource (BLDR)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Pulte (PHM)
W.W. Grainger (GWW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Super Micro Computer (SMCI)

View all positions for Monument Capital Management

Top funds holding iShares Russell 3000 Value Index

Bank of America Corporation
Ronald Blue Trust
Signature
Aspiriant
UBS Group
Jpmorgan Chase & Co
Commonwealth Equity Services
Wells Fargo & Company
William Blair $ Company
Goldman Sachs Group
Modera Wealth Management
Royal Bank of Canada
CWM
Raymond James Financial Services Advisors
Benjamin F. Edwards & Company

View all funds holding iShares Russell 3000 Value Index