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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

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

Meeder Advisory Services increased its iShares S&P 500 Growth ETF (IVW) stake by 27% in Q1 2026, buying an estimated $130K and bringing the position to 5,080 shares worth $575K. The position accounts for 0.02% of the portfolio, ranked #371.

Meeder Advisory Services first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Meeder Advisory Services held 5,080 shares of iShares S&P 500 Growth ETF worth $575K as of Q1 2026.
  • Meeder Advisory Services bought 1,083 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $130K.
  • iShares S&P 500 Growth ETF made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #371 holding.
  • Meeder Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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