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Meeder Asset Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Meeder Asset Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,909
Closed -$322K – 912
2024
Q1 		$322K Buy
2,909
+130
+5% +$13.8K 0.02% 254
2023
Q4 		$301K Buy
2,779
+253
+10% +$24.4K 0.02% 228
2023
Q3 		$238K Sell
2,526
-516
-17% -$51.5K 0.02% 249
2023
Q2 		$303K Sell
3,042
-1,113
-27% -$106K 0.02% 230
2023
Q1 		$402K Sell
4,155
-326
-7% -$32.6K 0.03% 213
2022
Q4 		$424K Sell
4,481
-61,443
-93% -$5.89M 0.04% 264
2022
Q3 		$5.75M Sell
65,924
-8,688
-12% -$844K 0.33% 60
2022
Q2 		$6.89M Buy
74,612
+5,132
+7% +$510K 0.4% 51
2022
Q1 		$7.5M Buy
69,480
+9,796
+16% +$1.06M 0.37% 57
2021
Q4 		$6.83M Buy
59,684
+10,244
+21% +$1.17M 0.69% 30
2021
Q3 		$5.4M Buy
49,440
+2,962
+6% +$326K 0.28% 82
2021
Q2 		$5.25M Buy
46,478
+3,711
+9% +$414K 0.25% 88
2021
Q1 		$4.64M Buy
42,767
+9,162
+27% +$959K 0.24% 98
2020
Q4 		$3.09M Buy
33,605
+10,545
+46% +$866K 0.68% 22
2020
Q3 		$1.62M Buy
23,060
+3,189
+16% +$229K 0.1% 163
2020
Q2 		$1.36M Buy
19,871
+18,526
+1,377% +$1.17M 0.09% 199
2020
Q1 		$75K Buy
1,345
+993
+282% +$74K 0.01% 794
2019
Q4 		$30K Sell
352
-58
-14% -$4.67K ﹤0.01% 1212
2019
Q3 		$32K Buy
+410
New +$31.7K ﹤0.01% 1161

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meeder Asset Management's IJR Position: Q2 2024 in Review

Meeder Asset Management sold out of iShares Core S&P Small-Cap ETF (IJR) in Q2 2024, closing a stake of 2,909 shares — an estimated $322K sold.

Meeder Asset Management first reported a position in IJR in Q3 2019 and held it in 19 quarters. The position peaked at $7.5M in Q1 2022. 2,305 funds tracked by Wall St. Rank hold IJR as of Q2 2024.

  • Meeder Asset Management reported no remaining iShares Core S&P Small-Cap ETF position as of Q2 2024 after selling out during the quarter.
  • Meeder Asset Management sold 2,909 iShares Core S&P Small-Cap ETF shares in Q2 2024, an estimated $322K.
  • Meeder Asset Management first reported a position in iShares Core S&P Small-Cap ETF in Q3 2019 and held it in 19 quarters.
  • Meeder Asset Management's iShares Core S&P Small-Cap ETF position peaked at $7.5M in Q1 2022.
  • 2,305 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2024.

Based on Meeder Asset Management's 13F filing for Q2 2024, filed 8 Aug 2024.