Meeder Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$409K	Sell	1,148 -56	-5%	-$20.9K	0.02%	442
2025 Q4	$450K	Sell	1,204 -17	-1%	-$6.3K	0.02%	416
2025 Q3	$446K	Sell	1,221 -18	-1%	-$6.34K	0.02%	414
2025 Q2	$421K	Sell	1,239 -336	-21%	-$105K	0.02%	414
2025 Q1	$483K	Sell	1,575 -33	-2%	-$10.7K	0.03%	363
2024 Q4	$518K	Sell	1,608 -172	-10%	-$55.7K	0.03%	340
2024 Q3	$560K	Hold	1,780	–	–	0.04%	316
2024 Q2	$530K	Buy	+1,780	New	+$511K	0.04%	308

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Meeder Advisory Services reduced its iShares Russell 1000 ETF (IWB) stake by 4.7% in Q1 2026, selling an estimated $20.9K and leaving 1,148 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #442.

Meeder Advisory Services first reported a position in IWB in Q2 2024 and has held it in 8 quarters since. The position peaked at $560K in Q3 2024. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Meeder Advisory Services held 1,148 shares of iShares Russell 1000 ETF worth $409K as of Q1 2026.
Meeder Advisory Services sold 56 iShares Russell 1000 ETF shares in Q1 2026, an estimated $20.9K.
iShares Russell 1000 ETF made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #442 holding.
Meeder Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 8 quarters since.
Meeder Advisory Services's iShares Russell 1000 ETF position peaked at $560K in Q3 2024.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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