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 Q2	$494K	Buy	1,205 +57	+5%	+$22.6K	0.02%	430
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Meeder Advisory Services increased its iShares Russell 1000 ETF (IWB) stake by 5% in Q2 2026, buying an estimated $22.6K and bringing the position to 1,205 shares worth $494K. The position accounts for 0.02% of the portfolio, ranked #430.

Meeder Advisory Services first reported a position in IWB in Q2 2024 and has held it in 9 quarters since. The position peaked at $560K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Meeder Advisory Services held 1,205 shares of iShares Russell 1000 ETF worth $494K as of Q2 2026.
Meeder Advisory Services bought 57 iShares Russell 1000 ETF shares in Q2 2026, an estimated $22.6K.
iShares Russell 1000 ETF made up 0.02% of Meeder Advisory Services's portfolio in Q2 2026, its #430 holding.
Meeder Advisory Services first reported a position in iShares Russell 1000 ETF in Q2 2024 and has held it in 9 quarters since.
Meeder Advisory Services's iShares Russell 1000 ETF position peaked at $560K in Q3 2024.
1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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