MFG
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Menard Financial Group’s iShares Russell 2500 ETF SMMD Stock Holding History

Menard Financial Group’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-3,668
Closed -$229K – 121
2022
Q1 		$229K Buy
+3,668
New +$226K 0.23% 122

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HWMA
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
W
WealthOne Albany, New York $248M AUM 17.79% 1-Year Est. Return

Menard Financial Group's SMMD Position: Q2 2022 in Review

Menard Financial Group sold out of iShares Russell 2500 ETF (SMMD) in Q2 2022, closing a stake of 3,668 shares — an estimated $229K sold.

Menard Financial Group first reported a position in SMMD in Q1 2022 and held it in 1 quarter. The position peaked at $229K in Q1 2022. 100 funds tracked by Wall St. Rank hold SMMD as of Q2 2022.

  • Menard Financial Group reported no remaining iShares Russell 2500 ETF position as of Q2 2022 after selling out during the quarter.
  • Menard Financial Group sold 3,668 iShares Russell 2500 ETF shares in Q2 2022, an estimated $229K.
  • Menard Financial Group first reported a position in iShares Russell 2500 ETF in Q1 2022 and held it in 1 quarter.
  • Menard Financial Group's iShares Russell 2500 ETF position peaked at $229K in Q1 2022.
  • 100 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2022.

Based on Menard Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.