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Meeder Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Meeder Advisory Services’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,304
Closed -$208K – 584
2024
Q4 		$208K Buy
+1,304
New +$206K 0.01% 533
2023
Q3 		– Sell
-1,849
Closed -$201K – 423
2023
Q2 		$201K Buy
+1,849
New +$182K 0.02% 420

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return

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

Meeder Advisory Services sold out of iShares US Technology ETF (IYW) in Q1 2025, closing a stake of 1,304 shares — an estimated $208K sold.

Meeder Advisory Services first reported a position in IYW in Q2 2023 and held it in 2 quarters. The position peaked at $208K in Q4 2024. 1,095 funds tracked by Wall St. Rank hold IYW as of Q1 2025.

  • Meeder Advisory Services reported no remaining iShares US Technology ETF position as of Q1 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 1,304 iShares US Technology ETF shares in Q1 2025, an estimated $208K.
  • Meeder Advisory Services first reported a position in iShares US Technology ETF in Q2 2023 and held it in 2 quarters.
  • Meeder Advisory Services's iShares US Technology ETF position peaked at $208K in Q4 2024.
  • 1,095 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2025.

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