Meeder Asset Management’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-112	Closed	-$8K	–	1393
2022 Q3	$8K	Hold	112	–	–	﹤0.01%	1404
2022 Q2	$8K	Buy	+112	New	+$8.54K	﹤0.01%	1453
2020 Q1	–	Sell	-130	Closed	-$9K	–	2418
2019 Q4	$9K	Buy	+130	New	+$8.63K	﹤0.01%	1591

Other funds holding IYF

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

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

Meeder Asset Management sold out of iShares US Financials ETF (IYF) in Q4 2022, closing a stake of 112 shares — an estimated $8K sold.

Meeder Asset Management first reported a position in IYF in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 320 funds tracked by Wall St. Rank hold IYF as of Q4 2022.

Meeder Asset Management reported no remaining iShares US Financials ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 112 iShares US Financials ETF shares in Q4 2022, an estimated $8K.
Meeder Asset Management first reported a position in iShares US Financials ETF in Q4 2019 and held it in 3 quarters.
Meeder Asset Management's iShares US Financials ETF position peaked at $9K in Q4 2019.
320 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2022.

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