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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-2,016	Closed	-$106K	–	1388
2022 Q3	$106K	Sell	2,016 -1,484	-42%	-$87.3K	0.01%	681
2022 Q2	$191K	Sell	3,500 -57,152	-94%	-$3.43M	0.01%	611
2022 Q1	$4.21M	Sell	60,652 -81,980	-57%	-$5.6M	0.21%	91
2021 Q4	$10.9M	Sell	142,632 -62,688	-31%	-$4.65M	1.1%	18
2021 Q3	$14.1M	Sell	205,320 -53,344	-21%	-$3.77M	0.74%	24
2021 Q2	$17.6M	Sell	258,664 -24,796	-9%	-$1.6M	0.82%	21
2021 Q1	$17.2M	Sell	283,460 -71,780	-20%	-$4.37M	0.88%	20
2020 Q4	$21.4M	Sell	355,240 -31,844	-8%	-$1.81M	4.74%	1
2020 Q3	$21M	Buy	387,084 +13,604	+4%	+$717K	1.36%	11
2020 Q2	$17.9M	Buy	373,480 +239,836	+179%	+$10.6M	1.17%	13
2020 Q1	$5.03M	Sell	133,644 -195,076	-59%	-$8.41M	0.39%	60
2019 Q4	$14.5M	Buy	328,720 +86,768	+36%	+$3.62M	0.88%	19
2019 Q3	$9.66M	Buy	241,952 +64,764	+37%	+$2.6M	0.64%	37
2019 Q2	$6.97M	Buy	177,188 +98,404	+125%	+$3.81M	0.49%	63
2019 Q1	$2.98M	Buy	78,784 +21,816	+38%	+$784K	0.24%	98
2018 Q4	$1.86M	Sell	56,968 -43,352	-43%	-$1.53M	0.17%	121
2018 Q3	$3.91M	Buy	100,320 +22,724	+29%	+$861K	0.29%	91
2018 Q2	$2.79M	Buy	77,596 +20,348	+36%	+$718K	0.24%	104
2018 Q1	$1.95M	Sell	57,248 -29,024	-34%	-$1.02M	0.18%	127
2017 Q4	$2.9M	Buy	86,272 +17,196	+25%	+$564K	0.25%	98
2017 Q3	$2.16M	Buy	69,076 +4,080	+6%	+$125K	0.24%	114
2017 Q2	$1.93M	Buy	64,996 +6,328	+11%	+$186K	0.18%	122
2017 Q1	$1.67M	Buy	58,668 +7,220	+14%	+$200K	0.15%	141
2016 Q4	$1.35M	Buy	51,448 +17,824	+53%	+$463K	0.13%	175
2016 Q3	$876K	Buy	33,624 +12,880	+62%	+$335K	0.07%	279
2016 Q2	$520K	Buy	20,744 +6,184	+42%	+$154K	0.05%	407
2016 Q1	$363K	Buy	14,560 +2,596	+22%	+$61.3K	0.03%	480
2015 Q4	$298K	Buy	11,964 +5,768	+93%	+$144K	0.03%	460
2015 Q3	$144K	Buy	6,196 +5,580	+906%	+$137K	0.01%	560
2015 Q2	$15K	Hold	616	–	–	﹤0.01%	446
2015 Q1	$15K	Sell	616 -5,360	-90%	-$131K	﹤0.01%	485
2014 Q4	$143K	Buy	5,976 +5,360	+870%	+$125K	0.02%	384
2014 Q3	$14K	Hold	616	–	–	﹤0.01%	342
2014 Q2	$14K	Hold	616	–	–	﹤0.01%	312
2014 Q1	$13K	Sell	616 -4,300	-87%	-$92.3K	﹤0.01%	311
2013 Q4	$106K	Buy	4,916 +4,300	+698%	+$88.2K	0.02%	287
2013 Q3	$12K	Sell	616 -2,780	-82%	-$53.2K	﹤0.01%	310
2013 Q2	$62K	Buy	+3,396	New	+$62.2K	0.01%	287

Other funds holding IWF

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

Meeder Asset Management's IWF Position: Q4 2022 in Review

Meeder Asset Management sold out of iShares Russell 1000 Growth ETF (IWF) in Q4 2022, closing a stake of 2,016 shares — an estimated $106K sold.

Meeder Asset Management first reported a position in IWF in Q2 2013 and held it in 38 quarters. The position peaked at $21.4M in Q4 2020. 1,690 funds tracked by Wall St. Rank hold IWF as of Q4 2022.

Meeder Asset Management reported no remaining iShares Russell 1000 Growth ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 2,016 iShares Russell 1000 Growth ETF shares in Q4 2022, an estimated $106K.
Meeder Asset Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 38 quarters.
Meeder Asset Management's iShares Russell 1000 Growth ETF position peaked at $21.4M in Q4 2020.
1,690 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.