Menard Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-20,897
Closed -$4.62M 202
2024
Q4
$4.62M Buy
20,897
+691
+3% +$153K 2.77% 6
2024
Q3
$4.46M Buy
+20,206
New +$4.46M 2.94% 6