Meeder Asset Management’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25	Closed	-$2K	–	2247
2022 Q2	$2K	Sell	25 -1	-4%	-$72	﹤0.01%	1895
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	2043
2021 Q4	$2K	Sell	26 -2	-7%	-$148	﹤0.01%	980
2021 Q3	$2K	Sell	28 -12	-30%	-$871	﹤0.01%	2189
2021 Q2	$3K	Sell	40 -4	-9%	-$288	﹤0.01%	2110
2021 Q1	$3K	Buy	44 +34	+340%	+$2.23K	﹤0.01%	1986
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	1673
2020 Q3	$1K	Buy	+10	New	+$547	﹤0.01%	1991

Other funds holding IUSV

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

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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

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

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

Meeder Asset Management sold out of iShares Core S&P US Value ETF (IUSV) in Q3 2022, closing a stake of 25 shares — an estimated $2K sold.

Meeder Asset Management first reported a position in IUSV in Q3 2020 and held it in 8 quarters. The position peaked at $3K in Q2 2021. 478 funds tracked by Wall St. Rank hold IUSV as of Q3 2022.

Meeder Asset Management reported no remaining iShares Core S&P US Value ETF position as of Q3 2022 after selling out during the quarter.
Meeder Asset Management sold 25 iShares Core S&P US Value ETF shares in Q3 2022, an estimated $2K.
Meeder Asset Management first reported a position in iShares Core S&P US Value ETF in Q3 2020 and held it in 8 quarters.
Meeder Asset Management's iShares Core S&P US Value ETF position peaked at $3K in Q2 2021.
478 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q3 2022.

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