Menard Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-39
| Closed | -$7.22K | – | 200 |
|
|
2024
Q4 | $7.22K | Buy |
+39
| New | +$7.22K | ﹤0.01% | 237 |
|
|
2020
Q4 | – | Sell |
-4,974
| Closed | -$587K | – | 147 |
|
|
2020
Q3 | $587K | Sell |
4,974
-352
| -7% | -$41.5K | 0.68% | 35 |
|
|
2020
Q2 | $599K | Sell |
5,326
-19,397
| -78% | -$2.18M | 0.75% | 29 |
|
|
2020
Q1 | $2.45M | Sell |
24,723
-2,100
| -8% | -$208K | 8.09% | 5 |
|
|
2019
Q4 | $3.66M | Buy |
+26,823
| New | +$3.66M | 3.52% | 2 |
|