Meeder Advisory Services’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$691K Buy
3,043
+27
+0.9% +$6.03K 0.03% 361
2026
Q1
$637K Buy
3,016
+484
+19% +$105K 0.03% 350
2025
Q4
$537K Buy
+2,532
New +$531K 0.02% 388
2024
Q4
Sell
-1,342
Closed -$265K 570
2024
Q3
$265K Buy
+1,342
New +$255K 0.02% 464

Other funds holding IVE

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

Meeder Advisory Services increased its iShares S&P 500 Value ETF (IVE) stake by 0.9% in Q2 2026, buying an estimated $6.03K and bringing the position to 3,043 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #361.

Meeder Advisory Services first reported a position in IVE in Q3 2024 and has held it in 4 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Meeder Advisory Services held 3,043 shares of iShares S&P 500 Value ETF worth $691K as of Q2 2026.
  • Meeder Advisory Services bought 27 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $6.03K.
  • iShares S&P 500 Value ETF made up 0.03% of Meeder Advisory Services's portfolio in Q2 2026, its #361 holding.
  • Meeder Advisory Services first reported a position in iShares S&P 500 Value ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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