MFG
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Menard Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Menard Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-251
Closed -$148K – 198
2024
Q4 		$148K Buy
+251
New +$149K 0.09% 120

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Creative Planning
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Menard Financial Group's IVV Position: Q1 2025 in Review

Menard Financial Group sold out of iShares Core S&P 500 ETF (IVV) in Q1 2025, closing a stake of 251 shares — an estimated $148K sold.

Menard Financial Group first reported a position in IVV in Q4 2024 and held it in 1 quarter. The position peaked at $148K in Q4 2024. 3,564 funds tracked by Wall St. Rank hold IVV as of Q1 2025.

  • Menard Financial Group reported no remaining iShares Core S&P 500 ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 251 iShares Core S&P 500 ETF shares in Q1 2025, an estimated $148K.
  • Menard Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2024 and held it in 1 quarter.
  • Menard Financial Group's iShares Core S&P 500 ETF position peaked at $148K in Q4 2024.
  • 3,564 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.