Meeder Asset Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,411	Closed	-$406K	–	917
2024 Q1	$406K	Hold	1,411	–	–	0.03%	222
2023 Q4	$370K	Hold	1,411	–	–	0.03%	202
2023 Q3	$331K	Hold	1,411	–	–	0.03%	210
2023 Q2	$344K	Sell	1,411 -6	-0.4%	-$1.38K	0.03%	221
2023 Q1	$319K	Sell	1,417 -5	-0.4%	-$1.1K	0.03%	237
2022 Q4	$299K	Sell	1,422 -567	-29%	-$120K	0.03%	306
2022 Q3	$392K	Buy	1,989 +40	+2%	+$8.77K	0.02%	430
2022 Q2	$405K	Buy	1,949 +195	+11%	+$44.1K	0.02%	439
2022 Q1	$439K	Hold	1,754	–	–	0.02%	438
2021 Q4	$464K	Hold	1,754	–	–	0.05%	224
2021 Q3	$424K	Sell	1,754 -9	-0.5%	-$2.24K	0.02%	487
2021 Q2	$427K	Hold	1,763	–	–	0.02%	552
2021 Q1	$395K	Hold	1,763	–	–	0.02%	555
2020 Q4	$373K	Sell	1,763 -118	-6%	-$23.6K	0.08%	196
2020 Q3	$352K	Sell	1,881 -994	-35%	-$184K	0.02%	463
2020 Q2	$494K	Sell	2,875 -15,081	-84%	-$2.44M	0.03%	365
2020 Q1	$2.54M	Buy	17,956 +17,509	+3,917%	+$2.96M	0.2%	105
2019 Q4	$80K	Hold	447	–	–	﹤0.01%	861
2019 Q3	$74K	Buy	+447	New	+$73.4K	﹤0.01%	888

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Meeder Asset Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 1,411 shares — an estimated $406K sold.

Meeder Asset Management first reported a position in IWB in Q3 2019 and held it in 19 quarters. The position peaked at $2.54M in Q1 2020. 1,250 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Meeder Asset Management reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Meeder Asset Management sold 1,411 iShares Russell 1000 ETF shares in Q2 2024, an estimated $406K.
Meeder Asset Management first reported a position in iShares Russell 1000 ETF in Q3 2019 and held it in 19 quarters.
Meeder Asset Management's iShares Russell 1000 ETF position peaked at $2.54M in Q1 2020.
1,250 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

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