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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$411K	Sell	1,923 -234	-11%	-$51.2K	0.02%	440
2025 Q4	$454K	Buy	2,157 +355	+20%	+$73.3K	0.02%	415
2025 Q3	$367K	Buy	1,802 +59	+3%	+$11.7K	0.02%	442
2025 Q2	$339K	Sell	1,743 -764	-30%	-$141K	0.02%	460
2025 Q1	$472K	Sell	2,507 -111	-4%	-$21.1K	0.03%	368
2024 Q4	$485K	Sell	2,618 -746	-22%	-$143K	0.03%	355
2024 Q3	$639K	Buy	3,364 +249	+8%	+$45.4K	0.04%	296
2024 Q2	$544K	Buy	3,115 +117	+4%	+$20.5K	0.04%	304
2024 Q1	$537K	Buy	2,998 +1,575	+111%	+$266K	0.05%	268
2023 Q4	$235K	Sell	1,423 -106	-7%	-$16.4K	0.03%	381
2023 Q3	$232K	Buy	+1,529	New	+$243K	0.03%	365

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Meeder Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q1 2026, selling an estimated $51.2K and leaving 1,923 shares worth $411K. The position accounts for 0.02% of the portfolio, ranked #440.

Meeder Advisory Services first reported a position in IWD in Q3 2023 and has held it in 11 quarters since. The position peaked at $639K in Q3 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Meeder Advisory Services held 1,923 shares of iShares Russell 1000 Value ETF worth $411K as of Q1 2026.
Meeder Advisory Services sold 234 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $51.2K.
iShares Russell 1000 Value ETF made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #440 holding.
Meeder Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 11 quarters since.
Meeder Advisory Services's iShares Russell 1000 Value ETF position peaked at $639K in Q3 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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