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Meeder Asset Management’s i3 Verticals IIIV Stock Holding History

Meeder Asset Management’s Portfolio IIIV Stock Details IIIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,122
Closed -$151K – 928
2025
Q1 		$151K Buy
+6,122
New +$155K 0.01% 271
2019
Q4 		– Sell
-376
Closed -$8K – 2327
2019
Q3 		$8K Hold
376
– – ﹤0.01% 1599
2019
Q2 		$11K Hold
376
– – ﹤0.01% 1427
2019
Q1 		$9K Sell
376
-27
-7% -$628 ﹤0.01% 1268
2018
Q4 		$10K Buy
403
+149
+59% +$3.12K ﹤0.01% 1249
2018
Q3 		$6K Buy
+254
New +$4.54K ﹤0.01% 1289

Other funds holding IIIV

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VG
Visualize Group New York $243M AUM 6.21% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Crosslink Capital Menlo Park, California $1.02B AUM 9.21% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
LPP
Long Path Partners Stamford, Connecticut $220M AUM 25.96% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Meeder Asset Management's IIIV Position: Q2 2025 in Review

Meeder Asset Management sold out of i3 Verticals (IIIV) in Q2 2025, closing a stake of 6,122 shares — an estimated $151K sold.

Meeder Asset Management first reported a position in IIIV in Q3 2018 and held it in 6 quarters. The position peaked at $151K in Q1 2025. 150 funds tracked by Wall St. Rank hold IIIV as of Q2 2025.

  • Meeder Asset Management reported no remaining i3 Verticals position as of Q2 2025 after selling out during the quarter.
  • Meeder Asset Management sold 6,122 i3 Verticals shares in Q2 2025, an estimated $151K.
  • Meeder Asset Management first reported a position in i3 Verticals in Q3 2018 and held it in 6 quarters.
  • Meeder Asset Management's i3 Verticals position peaked at $151K in Q1 2025.
  • 150 funds tracked by Wall St. Rank held i3 Verticals as of Q2 2025.

Based on Meeder Asset Management's 13F filing for Q2 2025, filed 7 Aug 2025.