Menard Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History

Menard Financial Group’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-39	Closed	-$7.22K	–	199
2024 Q4	$7.22K	Buy	+39	New	+$7.48K	﹤0.01%	237
2020 Q4	–	Sell	-4,974	Closed	-$587K	–	147
2020 Q3	$587K	Sell	4,974 -352	-7%	-$41.7K	0.68%	35
2020 Q2	$599K	Sell	5,326 -19,397	-78%	-$2.13M	0.75%	29
2020 Q1	$2.45M	Sell	24,723 -2,100	-8%	-$262K	8.09%	5
2019 Q4	$3.66M	Buy	+26,823	New	+$3.54M	3.52%	2

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Menard Financial Group's IWD Position: Q1 2025 in Review

Menard Financial Group sold out of iShares Russell 1000 Value ETF (IWD) in Q1 2025, closing a stake of 39 shares — an estimated $7.22K sold.

Menard Financial Group first reported a position in IWD in Q4 2019 and held it in 5 quarters. The position peaked at $3.66M in Q4 2019. 1,715 funds tracked by Wall St. Rank hold IWD as of Q1 2025.

Menard Financial Group reported no remaining iShares Russell 1000 Value ETF position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 39 iShares Russell 1000 Value ETF shares in Q1 2025, an estimated $7.22K.
Menard Financial Group first reported a position in iShares Russell 1000 Value ETF in Q4 2019 and held it in 5 quarters.
Menard Financial Group's iShares Russell 1000 Value ETF position peaked at $3.66M in Q4 2019.
1,715 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2025.

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