Meeder Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$444K	Sell	3,225 -1,855	-37%	-$245K	0.02%	455
2026 Q1	$575K	Buy	5,080 +1,083	+27%	+$130K	0.02%	371
2025 Q4	$493K	Sell	3,997 -77	-2%	-$9.42K	0.02%	402
2025 Q3	$492K	Buy	4,074 +470	+13%	+$54.1K	0.02%	396
2025 Q2	$397K	Buy	+3,604	New	+$357K	0.02%	425

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Meeder Advisory Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 37% in Q2 2026, selling an estimated $245K and leaving 3,225 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #455.

Meeder Advisory Services first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. The position peaked at $575K in Q1 2026. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Meeder Advisory Services held 3,225 shares of iShares S&P 500 Growth ETF worth $444K as of Q2 2026.
Meeder Advisory Services sold 1,855 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $245K.
iShares S&P 500 Growth ETF made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #455 holding.
Meeder Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
Meeder Advisory Services's iShares S&P 500 Growth ETF position peaked at $575K in Q1 2026.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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