Farmers & Merchants Investments Inc’s iShares Select Dividend ETF DVY Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$515K	Hold	3,294	–	–	0.01%	249
2026 Q1	$499K	Hold	3,294	–	–	0.01%	240
2025 Q4	$465K	Hold	3,294	–	–	0.01%	244
2025 Q3	$468K	Hold	3,294	–	–	0.01%	241
2025 Q2	$437K	Hold	3,294	–	–	0.01%	244
2025 Q1	$442K	Hold	3,294	–	–	0.01%	240
2024 Q4	$432K	Hold	3,294	–	–	0.01%	247
2024 Q3	$445K	Hold	3,294	–	–	0.01%	243
2024 Q2	$399K	Buy	3,294 +3,198	+3,331%	+$388K	0.01%	243
2024 Q1	$11.8K	Hold	96	–	–	﹤0.01%	615
2023 Q4	$11.3K	Hold	96	–	–	﹤0.01%	613
2023 Q3	$10.3K	Hold	96	–	–	﹤0.01%	619
2023 Q2	$10.9K	Hold	96	–	–	﹤0.01%	618
2023 Q1	$11.2K	Hold	96	–	–	﹤0.01%	605
2022 Q4	$11.6K	Sell	96 -700	-88%	-$82.8K	﹤0.01%	627
2022 Q3	$85K	Hold	796	–	–	﹤0.01%	355
2022 Q2	$94K	Buy	796 +670	+532%	+$83.9K	﹤0.01%	335
2022 Q1	$16K	Sell	126 -40	-24%	-$5K	﹤0.01%	622
2021 Q4	$20K	Hold	166	–	–	﹤0.01%	590
2021 Q3	$19K	Hold	166	–	–	﹤0.01%	560
2021 Q2	$19K	Hold	166	–	–	﹤0.01%	494
2021 Q1	$19K	Sell	166 -70	-30%	-$7.4K	﹤0.01%	471
2020 Q4	$23K	Sell	236 -102	-30%	-$9.26K	﹤0.01%	433
2020 Q3	$28K	Sell	338 -280	-45%	-$23.4K	﹤0.01%	386
2020 Q2	$50K	Hold	618	–	–	﹤0.01%	313
2020 Q1	$45K	Sell	618 -40	-6%	-$3.82K	﹤0.01%	299
2019 Q4	$70K	Hold	658	–	–	﹤0.01%	284
2019 Q3	$67K	Hold	658	–	–	﹤0.01%	292
2019 Q2	$66K	Hold	658	–	–	﹤0.01%	298
2019 Q1	$65K	Hold	658	–	–	﹤0.01%	290
2018 Q4	$59K	Sell	658 -382	-37%	-$36.6K	﹤0.01%	291
2018 Q3	$104K	Hold	1,040	–	–	0.01%	266
2018 Q2	$102K	Buy	1,040 +26	+3%	+$2.52K	0.01%	269
2018 Q1	$96K	Sell	1,014 -250	-20%	-$24.4K	0.01%	273
2017 Q4	$125K	Sell	1,264 -1,502	-54%	-$145K	0.01%	265
2017 Q3	$259K	Sell	2,766 -75	-3%	-$6.94K	0.02%	220
2017 Q2	$262K	Sell	2,841 -199	-7%	-$18.3K	0.02%	222
2017 Q1	$277K	Hold	3,040	–	–	0.02%	213
2016 Q4	$269K	Hold	3,040	–	–	0.02%	220
2016 Q3	$260K	Hold	3,040	–	–	0.03%	207
2016 Q2	$259K	Buy	3,040 +170	+6%	+$14K	0.03%	194
2016 Q1	$234K	Sell	2,870 -377	-12%	-$28.8K	0.03%	197
2015 Q4	$244K	Buy	3,247 +37	+1%	+$2.81K	0.03%	195
2015 Q3	$234K	Sell	3,210 -415	-11%	-$31K	0.03%	189
2015 Q2	$272K	Sell	3,625 -39	-1%	-$3.05K	0.03%	181
2015 Q1	$286K	Sell	3,664 -15	-0.4%	-$1.19K	0.04%	177
2014 Q4	$292K	Hold	3,679	–	–	0.04%	172
2014 Q3	$272K	Buy	3,679 +70	+2%	+$5.28K	0.04%	176
2014 Q2	$278K	Sell	3,609 -18	-0.5%	-$1.34K	0.04%	177
2014 Q1	$266K	Buy	3,627 +692	+24%	+$49.1K	0.04%	180
2013 Q4	$209K	Buy	2,935 +10	+0.3%	+$695	0.03%	200
2013 Q3	$194K	Sell	2,925 -100	-3%	-$6.65K	0.03%	199
2013 Q2	$194K	Buy	+3,025	New	+$196K	0.03%	202

Other funds holding DVY

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Investments Inc's DVY Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its iShares Select Dividend ETF (DVY) position steady in Q2 2026 at 3,294 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #249.

Farmers & Merchants Investments Inc first reported a position in DVY in Q2 2013 and has held it in 53 quarters since. 1,124 funds tracked by Wall St. Rank hold DVY as of Q2 2026.

Farmers & Merchants Investments Inc held 3,294 shares of iShares Select Dividend ETF worth $515K as of Q2 2026.
Farmers & Merchants Investments Inc left its iShares Select Dividend ETF share count unchanged in Q2 2026.
iShares Select Dividend ETF made up 0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #249 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Select Dividend ETF in Q2 2013 and has held it in 53 quarters since.
1,124 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.