Meeder Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-227	Closed	-$14K	–	1391
2022 Q3	$14K	Sell	227 -575	-72%	-$39.6K	﹤0.01%	1214
2022 Q2	$52K	Sell	802 -1,152	-59%	-$82K	﹤0.01%	863
2022 Q1	$152K	Buy	1,954 +493	+34%	+$37.9K	0.01%	720
2021 Q4	$121K	Hold	1,461	–	–	0.01%	378
2021 Q3	$114K	Sell	1,461 -618	-30%	-$49.5K	0.01%	864
2021 Q2	$165K	Buy	2,079 +428	+26%	+$33.2K	0.01%	775
2021 Q1	$122K	Hold	1,651	–	–	0.01%	863
2020 Q4	$113K	Buy	1,651 +227	+16%	+$14.5K	0.03%	400
2020 Q3	$82K	Buy	+1,424	New	+$81.1K	0.01%	834

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Meeder Asset Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 227 shares — an estimated $14K sold.

Meeder Asset Management first reported a position in IWR in Q3 2020 and held it in 9 quarters. The position peaked at $165K in Q2 2021. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.

Meeder Asset Management reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 227 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $14K.
Meeder Asset Management first reported a position in iShares Russell Mid-Cap ETF in Q3 2020 and held it in 9 quarters.
Meeder Asset Management's iShares Russell Mid-Cap ETF position peaked at $165K in Q2 2021.
1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.

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