Meeder Advisory Services’s iShares Core S&P 500 ETF IVV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.36M Buy
2,079
+871
+72% +$595K 0.06% 226
2025
Q4
$827K Buy
1,208
+266
+28% +$181K 0.04% 305
2025
Q3
$630K Buy
942
+127
+16% +$81.8K 0.03% 345
2025
Q2
$506K Sell
815
-209
-20% -$120K 0.03% 373
2025
Q1
$575K Sell
1,024
-356
-26% -$210K 0.03% 329
2024
Q4
$812K Sell
1,380
-14
-1% -$8.29K 0.05% 259
2024
Q3
$804K Buy
1,394
+544
+64% +$302K 0.05% 270
2024
Q2
$465K Buy
+850
New +$447K 0.03% 329

Other funds holding IVV

Meeder Advisory Services's IVV Position: Q1 2026 in Review

Meeder Advisory Services increased its iShares Core S&P 500 ETF (IVV) stake by 72% in Q1 2026, buying an estimated $595K and bringing the position to 2,079 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #226.

Meeder Advisory Services first reported a position in IVV in Q2 2024 and has held it in 8 quarters since. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Meeder Advisory Services held 2,079 shares of iShares Core S&P 500 ETF worth $1.36M as of Q1 2026.
  • Meeder Advisory Services bought 871 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $595K.
  • iShares Core S&P 500 ETF made up 0.06% of Meeder Advisory Services's portfolio in Q1 2026, its #226 holding.
  • Meeder Advisory Services first reported a position in iShares Core S&P 500 ETF in Q2 2024 and has held it in 8 quarters since.
  • 3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.