Meeder Asset Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-301	Closed	-$22K	–	1398
2022 Q3	$22K	Sell	301 -164	-35%	-$13.9K	﹤0.01%	1077
2022 Q2	$37K	Buy	465 +301	+184%	+$26.6K	﹤0.01%	940
2022 Q1	$17K	Sell	164 -353	-68%	-$36K	﹤0.01%	1349
2021 Q4	$59K	Buy	517 +239	+86%	+$26.5K	0.01%	473
2021 Q3	$28K	Buy	278 +114	+70%	+$11.9K	﹤0.01%	1301
2021 Q2	$16K	Hold	164	–	–	﹤0.01%	1534
2021 Q1	$14K	Hold	164	–	–	﹤0.01%	1511
2020 Q4	$14K	Hold	164	–	–	﹤0.01%	888
2020 Q3	$12K	Buy	+164	New	+$12K	﹤0.01%	1314
2013 Q4	–	Sell	-620	Closed	-$12K	–	364
2013 Q3	$12K	Buy	+620	New	+$12K	﹤0.01%	311

Other funds holding IYW

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

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

AWA

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Meeder Asset Management sold out of iShares US Technology ETF (IYW) in Q4 2022, closing a stake of 301 shares — an estimated $22K sold.

Meeder Asset Management first reported a position in IYW in Q3 2013 and held it in 10 quarters. The position peaked at $59K in Q4 2021. 701 funds tracked by Wall St. Rank hold IYW as of Q4 2022.

Meeder Asset Management reported no remaining iShares US Technology ETF position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 301 iShares US Technology ETF shares in Q4 2022, an estimated $22K.
Meeder Asset Management first reported a position in iShares US Technology ETF in Q3 2013 and held it in 10 quarters.
Meeder Asset Management's iShares US Technology ETF position peaked at $59K in Q4 2021.
701 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2022.

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