Meeder Advisory Services’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Meeder Advisory Services’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.41M	Sell	36,468 -925	-2%	-$127K	0.2%	81
2026 Q1	$4.65M	Buy	37,393 +1,205	+3%	+$153K	0.19%	77
2025 Q4	$4.35M	Buy	36,188 +1,595	+5%	+$191K	0.19%	78
2025 Q3	$4.11M	Buy	34,593 +1,463	+4%	+$168K	0.19%	79
2025 Q2	$3.62M	Buy	33,130 +1,318	+4%	+$136K	0.19%	82
2025 Q1	$3.33M	Sell	31,812 -2,756	-8%	-$311K	0.2%	84
2024 Q4	$3.98M	Buy	34,568 +2,470	+8%	+$295K	0.25%	60
2024 Q3	$3.75M	Sell	32,098 -2,904	-8%	-$328K	0.24%	66
2024 Q2	$3.73M	Buy	35,002 +7,937	+29%	+$849K	0.26%	63
2024 Q1	$2.99M	Sell	27,065 -308	-1%	-$32.7K	0.3%	52
2023 Q4	$2.96M	Buy	27,373 +1,073	+4%	+$103K	0.34%	44
2023 Q3	$2.48M	Sell	26,300 -53	-0.2%	-$5.29K	0.31%	49
2023 Q2	$2.63M	Buy	26,353 +530	+2%	+$50.5K	0.28%	55
2023 Q1	$2.5M	Sell	25,823 -5,665	-18%	-$566K	0.29%	56
2022 Q4	$2.98M	Buy	+31,488	New	+$3.02M	0.38%	44

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Meeder Advisory Services's IJR Position: Q2 2026 in Review

Meeder Advisory Services reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.5% in Q2 2026, selling an estimated $127K and leaving 36,468 shares worth $5.41M. The position accounts for 0.2% of the portfolio, ranked #81.

Meeder Advisory Services first reported a position in IJR in Q4 2022 and has held it in 15 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Meeder Advisory Services held 36,468 shares of iShares Core S&P Small-Cap ETF worth $5.41M as of Q2 2026.
Meeder Advisory Services sold 925 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $127K.
iShares Core S&P Small-Cap ETF made up 0.2% of Meeder Advisory Services's portfolio in Q2 2026, its #81 holding.
Meeder Advisory Services first reported a position in iShares Core S&P Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Meeder Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.