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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Meeder Advisory Services's IWM Position: Q1 2025 in Review

Meeder Advisory Services sold out of iShares Russell 2000 ETF (IWM) in Q1 2025, closing a stake of 979 shares — an estimated $216K sold.

Meeder Advisory Services first reported a position in IWM in Q4 2022 and held it in 5 quarters. The position peaked at $470K in Q1 2023. 2,359 funds tracked by Wall St. Rank hold IWM as of Q1 2025.

Meeder Advisory Services reported no remaining iShares Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Meeder Advisory Services sold 979 iShares Russell 2000 ETF shares in Q1 2025, an estimated $216K.
Meeder Advisory Services first reported a position in iShares Russell 2000 ETF in Q4 2022 and held it in 5 quarters.
Meeder Advisory Services's iShares Russell 2000 ETF position peaked at $470K in Q1 2023.
2,359 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2025.

Based on Meeder Advisory Services's 13F filing for Q1 2025, filed 7 May 2025.