Farmers & Merchants Investments Inc’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Sell	11,637 -1	-0%	-$141	0.04%	185
2026 Q1	$1.54M	Hold	11,638	–	–	0.04%	181
2025 Q4	$1.53M	Sell	11,638 -229	-2%	-$29.8K	0.04%	180
2025 Q3	$1.54M	Buy	11,867 +230	+2%	+$29.5K	0.04%	180
2025 Q2	$1.44M	Sell	11,637 -1	-0%	-$118	0.04%	186
2025 Q1	$1.39M	Hold	11,638	–	–	0.04%	179
2024 Q4	$1.45M	Hold	11,638	–	–	0.05%	179
2024 Q3	$1.44M	Sell	11,638 -146	-1%	-$17.4K	0.04%	176
2024 Q2	$1.34M	Sell	11,784 -11	-0.1%	-$1.25K	0.04%	176
2024 Q1	$1.4M	Buy	11,795 +7	+0.1%	+$788	0.05%	176
2023 Q4	$1.34M	Sell	11,788 -16	-0.1%	-$1.65K	0.05%	173
2023 Q3	$1.19M	Sell	11,804 -9	-0.1%	-$962	0.05%	176
2023 Q2	$1.27M	Hold	11,813	–	–	0.05%	179
2023 Q1	$1.21M	Sell	11,813 -567	-5%	-$60.6K	0.05%	180
2022 Q4	$1.25M	Sell	12,380 -740	-6%	-$73.9K	0.05%	179
2022 Q3	$1.18M	Buy	13,120 +428	+3%	+$42.6K	0.05%	180
2022 Q2	$1.2M	Sell	12,692 -75	-0.6%	-$7.65K	0.05%	180
2022 Q1	$1.4M	Sell	12,767 -1,880	-13%	-$203K	0.05%	189
2021 Q4	$1.62M	Buy	14,647 +451	+3%	+$49.1K	0.06%	183
2021 Q3	$1.46M	Buy	14,196 +13,946	+5,578%	+$1.47M	0.06%	175
2021 Q2	$26K	Sell	250 -50	-17%	-$5.34K	﹤0.01%	446
2021 Q1	$31K	Sell	300 -102	-25%	-$9.74K	﹤0.01%	392
2020 Q4	$35K	Hold	402	–	–	﹤0.01%	367
2020 Q3	$27K	Hold	402	–	–	﹤0.01%	391
2020 Q2	$27K	Buy	+402	New	+$25.2K	﹤0.01%	378
2020 Q1	–	Sell	-190	Closed	-$16K	–	855
2019 Q4	$16K	Sell	190 -1,000	-84%	-$82.2K	﹤0.01%	469
2019 Q3	$95K	Hold	1,190	–	–	0.01%	269
2019 Q2	$95K	Hold	1,190	–	–	0.01%	273
2019 Q1	$93K	Sell	1,190 -42	-3%	-$3.25K	0.01%	270
2018 Q4	$85K	Buy	1,232 +1,000	+431%	+$76.4K	0.01%	272
2018 Q3	$19K	Hold	232	–	–	﹤0.01%	439
2018 Q2	$19K	Hold	232	–	–	﹤0.01%	445
2018 Q1	$18K	Hold	232	–	–	﹤0.01%	441
2017 Q4	$19K	Hold	232	–	–	﹤0.01%	431
2017 Q3	$18K	Hold	232	–	–	﹤0.01%	429
2017 Q2	$17K	Sell	232 -20	-8%	-$1.48K	﹤0.01%	457
2017 Q1	$19K	Hold	252	–	–	﹤0.01%	409
2016 Q4	$18K	Sell	252 -518	-67%	-$35.8K	﹤0.01%	445
2016 Q3	$51K	Buy	770 +518	+206%	+$34.2K	0.01%	287
2016 Q2	$16K	Hold	252	–	–	﹤0.01%	393
2016 Q1	$16K	Hold	252	–	–	﹤0.01%	390
2015 Q4	$15K	Hold	252	–	–	﹤0.01%	413
2015 Q3	$15K	Sell	252 -48	-16%	-$2.94K	﹤0.01%	415
2015 Q2	$19K	Sell	300 -132	-31%	-$8.72K	﹤0.01%	394
2015 Q1	$28K	Sell	432 -182	-30%	-$11.7K	﹤0.01%	353
2014 Q4	$39K	Buy	614 +10	+2%	+$620	﹤0.01%	310
2014 Q3	$36K	Sell	604 -10	-2%	-$625	﹤0.01%	311
2014 Q2	$39K	Buy	614 +512	+502%	+$31.2K	0.01%	310
2014 Q1	$6K	Sell	102 -86	-46%	-$5.04K	﹤0.01%	574
2013 Q4	$11K	Hold	188	–	–	﹤0.01%	487
2013 Q3	$10K	Sell	188 -68	-27%	-$3.63K	﹤0.01%	459
2013 Q2	$13K	Buy	+256	New	+$12.9K	﹤0.01%	439

Other funds holding IJJ

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

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

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.01% in Q2 2026, selling an estimated $141 and leaving 11,637 shares worth $1.72M. The position accounts for 0.04% of the portfolio, ranked #185.

Farmers & Merchants Investments Inc first reported a position in IJJ in Q2 2013 and has held it in 52 quarters since. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Farmers & Merchants Investments Inc held 11,637 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.72M as of Q2 2026.
Farmers & Merchants Investments Inc sold 1 iShares S&P Mid-Cap 400 Value ETF share in Q2 2026, an estimated $141.
iShares S&P Mid-Cap 400 Value ETF made up 0.04% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #185 holding.
Farmers & Merchants Investments Inc first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2013 and has held it in 52 quarters since.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

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