Meeder Asset Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Meeder Asset Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-540	Closed	-$45K	–	2248
2022 Q2	$45K	Hold	540	–	–	﹤0.01%	892
2022 Q1	$57K	Sell	540 -1	-0.2%	-$104	﹤0.01%	934
2021 Q4	$63K	Hold	541	–	–	0.01%	467
2021 Q3	$55K	Hold	541	–	–	﹤0.01%	1062
2021 Q2	$55K	Sell	541 -566	-51%	-$54.5K	﹤0.01%	1084
2021 Q1	$100K	Buy	+1,107	New	+$99.8K	0.01%	923

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Meeder Asset Management's IUSG Position: Q3 2022 in Review

Meeder Asset Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q3 2022, closing a stake of 540 shares — an estimated $45K sold.

Meeder Asset Management first reported a position in IUSG in Q1 2021 and held it in 6 quarters. The position peaked at $100K in Q1 2021. 513 funds tracked by Wall St. Rank hold IUSG as of Q3 2022.

Meeder Asset Management reported no remaining iShares Core S&P US Growth ETF position as of Q3 2022 after selling out during the quarter.
Meeder Asset Management sold 540 iShares Core S&P US Growth ETF shares in Q3 2022, an estimated $45K.
Meeder Asset Management first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and held it in 6 quarters.
Meeder Asset Management's iShares Core S&P US Growth ETF position peaked at $100K in Q1 2021.
513 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q3 2022.

Based on Meeder Asset Management's 13F filing for Q3 2022, filed 14 Nov 2022.