Meeder Asset Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-83	Closed	-$11K	–	2249
2022 Q2	$11K	Sell	83 -51	-38%	-$7.53K	﹤0.01%	1343
2022 Q1	$21K	Buy	+134	New	+$20.6K	﹤0.01%	1257
2013 Q4	–	Sell	-460	Closed	-$36K	–	362
2013 Q3	$36K	Buy	+460	New	+$36.3K	0.01%	284

Other funds holding IVE

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Meeder Asset Management sold out of iShares S&P 500 Value ETF (IVE) in Q3 2022, closing a stake of 83 shares — an estimated $11K sold.

Meeder Asset Management first reported a position in IVE in Q3 2013 and held it in 3 quarters. The position peaked at $36K in Q3 2013. 1,045 funds tracked by Wall St. Rank hold IVE as of Q3 2022.

Meeder Asset Management reported no remaining iShares S&P 500 Value ETF position as of Q3 2022 after selling out during the quarter.
Meeder Asset Management sold 83 iShares S&P 500 Value ETF shares in Q3 2022, an estimated $11K.
Meeder Asset Management first reported a position in iShares S&P 500 Value ETF in Q3 2013 and held it in 3 quarters.
Meeder Asset Management's iShares S&P 500 Value ETF position peaked at $36K in Q3 2013.
1,045 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2022.

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