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Meeder Asset Management’s iShares Russell 2500 ETF SMMD Stock Holding History

Meeder Asset Management’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,313
Closed -$63K – 2515
2019
Q4 		$63K Buy
+1,313
New +$60.6K ﹤0.01% 952

Other funds holding SMMD

BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SL
Stevard LLC Chicago, Illinois $26.8M AUM 42.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $417M AUM 16.82% 1-Year Est. Return

Meeder Asset Management's SMMD Position: Q1 2020 in Review

Meeder Asset Management sold out of iShares Russell 2500 ETF (SMMD) in Q1 2020, closing a stake of 1,313 shares — an estimated $63K sold.

Meeder Asset Management first reported a position in SMMD in Q4 2019 and held it in 1 quarter. The position peaked at $63K in Q4 2019. 33 funds tracked by Wall St. Rank hold SMMD as of Q1 2020.

  • Meeder Asset Management reported no remaining iShares Russell 2500 ETF position as of Q1 2020 after selling out during the quarter.
  • Meeder Asset Management sold 1,313 iShares Russell 2500 ETF shares in Q1 2020, an estimated $63K.
  • Meeder Asset Management first reported a position in iShares Russell 2500 ETF in Q4 2019 and held it in 1 quarter.
  • Meeder Asset Management's iShares Russell 2500 ETF position peaked at $63K in Q4 2019.
  • 33 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q1 2020.

Based on Meeder Asset Management's 13F filing for Q1 2020, filed 15 May 2020.