Meeder Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Buy	+997	New	+$280K	0.01%	559
2025 Q1	–	Sell	-979	Closed	-$216K	–	583
2024 Q4	$216K	Buy	+979	New	+$223K	0.01%	518
2023 Q4	–	Sell	-1,900	Closed	-$336K	–	433
2023 Q3	$336K	Hold	1,900	–	–	0.04%	311
2023 Q2	$356K	Sell	1,900 -734	-28%	-$131K	0.04%	333
2023 Q1	$470K	Buy	2,634 +734	+39%	+$135K	0.05%	282
2022 Q4	$331K	Buy	+1,900	New	+$338K	0.04%	329

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Meeder Advisory Services opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 997 shares worth $299K. The stake represents 0.01% of the portfolio and ranks #559 among its holdings. This is a return to the name: Meeder Advisory Services previously reported a position in IWM as recently as Q4 2024.

Meeder Advisory Services first reported a position in IWM in Q4 2022 and has held it in 6 quarters since. The position peaked at $470K in Q1 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Meeder Advisory Services held 997 shares of iShares Russell 2000 ETF worth $299K as of Q2 2026.
iShares Russell 2000 ETF was a new Meeder Advisory Services position in Q2 2026.
iShares Russell 2000 ETF made up 0.01% of Meeder Advisory Services's portfolio in Q2 2026, its #559 holding.
Meeder Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 6 quarters since.
Meeder Advisory Services's iShares Russell 2000 ETF position peaked at $470K in Q1 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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