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

Menard Financial Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-162
Closed -$26.6K – 202
2024
Q4 		$26.6K Buy
+162
New +$27.6K 0.02% 202
2020
Q1 		– Sell
-9,182
Closed -$1.18M – 68
2019
Q4 		$1.18M Buy
+9,182
New +$1.14M 1.14% 25

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Menard Financial Group sold out of iShares Russell 2000 Value ETF (IWN) in Q1 2025, closing a stake of 162 shares — an estimated $26.6K sold.

Menard Financial Group first reported a position in IWN in Q4 2019 and held it in 2 quarters. The position peaked at $1.18M in Q4 2019. 984 funds tracked by Wall St. Rank hold IWN as of Q1 2025.

  • Menard Financial Group reported no remaining iShares Russell 2000 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 162 iShares Russell 2000 Value ETF shares in Q1 2025, an estimated $26.6K.
  • Menard Financial Group first reported a position in iShares Russell 2000 Value ETF in Q4 2019 and held it in 2 quarters.
  • Menard Financial Group's iShares Russell 2000 Value ETF position peaked at $1.18M in Q4 2019.
  • 984 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2025.

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