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Meeder Asset Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Meeder Asset Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-6,316
Closed -$1.71M – 920
2024
Q1 		$1.71M Sell
6,316
-5,582
-47% -$1.43M 0.11% 132
2023
Q4 		$3M Buy
11,898
+1,493
+14% +$337K 0.23% 101
2023
Q3 		$2.33M Buy
+10,405
New +$2.49M 0.18% 111
2022
Q4 		– Sell
-111
Closed -$23K – 1389
2022
Q3 		$23K Sell
111
-5,924
-98% -$1.33M ﹤0.01% 1063
2022
Q2 		$1.25M Sell
6,035
-614
-9% -$137K 0.07% 214
2022
Q1 		$1.7M Sell
6,649
-495
-7% -$127K 0.08% 180
2021
Q4 		$2.09M Buy
7,144
+199
+3% +$60K 0.21% 81
2021
Q3 		$2.04M Sell
6,945
-2,603
-27% -$782K 0.11% 163
2021
Q2 		$2.98M Sell
9,548
-181
-2% -$54.5K 0.14% 132
2021
Q1 		$2.93M Buy
9,729
+1,402
+17% +$435K 0.15% 138
2020
Q4 		$2.39M Sell
8,327
-2,116
-20% -$539K 0.53% 33
2020
Q3 		$2.31M Buy
10,443
+513
+5% +$112K 0.15% 124
2020
Q2 		$2.05M Buy
9,930
+1,869
+23% +$350K 0.13% 137
2020
Q1 		$1.27M Sell
8,061
-572
-7% -$114K 0.1% 168
2019
Q4 		$1.85M Sell
8,633
-2,603
-23% -$528K 0.11% 167
2019
Q3 		$2.17M Buy
11,236
+5,848
+109% +$1.16M 0.14% 131
2019
Q2 		$1.08M Buy
5,388
+4,278
+385% +$846K 0.08% 220
2019
Q1 		$218K Sell
1,110
-567
-34% -$108K 0.02% 529
2018
Q4 		$282K Sell
1,677
-2,083
-55% -$388K 0.03% 428
2018
Q3 		$809K Buy
3,760
+825
+28% +$176K 0.06% 282
2018
Q2 		$600K Sell
2,935
-111,128
-97% -$22.2M 0.05% 336
2018
Q1 		$21.7M Sell
114,063
-25,230
-18% -$4.85M 2.02% 7
2017
Q4 		$26M Buy
139,293
+603
+0.4% +$110K 2.21% 5
2017
Q3 		$24.8M Buy
138,690
+100
+0.1% +$17K 2.7% 2
2017
Q2 		$23.4M Buy
138,590
+221
+0.2% +$36.4K 2.23% 5
2017
Q1 		$22.4M Buy
138,369
+136,355
+6,770% +$21.6M 2% 5
2016
Q4 		$310K Buy
2,014
+1,696
+533% +$253K 0.03% 437
2016
Q3 		$47K Buy
318
+14
+5% +$2.04K ﹤0.01% 647
2016
Q2 		$42K Sell
304
-14
-4% -$1.89K ﹤0.01% 738
2016
Q1 		$42K Sell
318
-509
-62% -$63.5K ﹤0.01% 744
2015
Q4 		$115K Buy
827
+619
+298% +$87.8K 0.01% 612
2015
Q3 		$28K Buy
208
+187
+890% +$27.7K ﹤0.01% 634
2015
Q2 		$3K Sell
21
-425
-95% -$65.1K ﹤0.01% 460
2015
Q1 		$68K Sell
446
-65
-13% -$9.47K 0.01% 446
2014
Q4 		$73K Buy
511
+490
+2,333% +$66.3K 0.01% 396
2014
Q3 		$3K Hold
21
– – ﹤0.01% 363
2014
Q2 		$3K Hold
21
– – ﹤0.01% 329
2014
Q1 		$3K Sell
21
-49,250
-100% -$6.73M ﹤0.01% 325
2013
Q4 		$6.68M Buy
49,271
+49,085
+26,390% +$6.36M 1.14% 25
2013
Q3 		$23K Buy
186
+165
+786% +$19.9K ﹤0.01% 293
2013
Q2 		$2K Buy
+21
New +$2.29K ﹤0.01% 350

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Meeder Asset Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2024, closing a stake of 6,316 shares — an estimated $1.71M sold.

Meeder Asset Management first reported a position in IWO in Q2 2013 and held it in 41 quarters. The position peaked at $26M in Q4 2017. 900 funds tracked by Wall St. Rank hold IWO as of Q2 2024.

  • Meeder Asset Management reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Meeder Asset Management sold 6,316 iShares Russell 2000 Growth ETF shares in Q2 2024, an estimated $1.71M.
  • Meeder Asset Management first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 41 quarters.
  • Meeder Asset Management's iShares Russell 2000 Growth ETF position peaked at $26M in Q4 2017.
  • 900 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2024.

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