Farmers & Merchants Investments Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $123M | Buy |
1,124,458
+86,544
| +8% | +$9.46M | 3.58% | 5 |
|
2025
Q1 | $109M | Buy |
1,037,914
+36,622
| +4% | +$3.83M | 3.45% | 4 |
|
2024
Q4 | $115M | Buy |
1,001,292
+17,420
| +2% | +$2.01M | 3.62% | 5 |
|
2024
Q3 | $115M | Buy |
983,872
+15,664
| +2% | +$1.83M | 3.58% | 5 |
|
2024
Q2 | $103M | Buy |
968,208
+27,509
| +3% | +$2.93M | 3.45% | 5 |
|
2024
Q1 | $104M | Buy |
940,699
+26,330
| +3% | +$2.91M | 3.51% | 5 |
|
2023
Q4 | $99M | Buy |
914,369
+18,646
| +2% | +$2.02M | 3.61% | 5 |
|
2023
Q3 | $84.5M | Buy |
895,723
+55,564
| +7% | +$5.24M | 3.32% | 4 |
|
2023
Q2 | $83.7M | Buy |
840,159
+18,048
| +2% | +$1.8M | 3.16% | 6 |
|
2023
Q1 | $79.5M | Buy |
822,111
+46,912
| +6% | +$4.54M | 3.16% | 4 |
|
2022
Q4 | $73.4M | Buy |
775,199
+64,816
| +9% | +$6.13M | 3.01% | 4 |
|
2022
Q3 | $61.9M | Buy |
710,383
+51,482
| +8% | +$4.49M | 2.79% | 6 |
|
2022
Q2 | $60.9M | Buy |
658,901
+113,929
| +21% | +$10.5M | 2.6% | 6 |
|
2022
Q1 | $58.8M | Buy |
544,972
+47,900
| +10% | +$5.17M | 2.23% | 6 |
|
2021
Q4 | $56.9M | Buy |
497,072
+18,861
| +4% | +$2.16M | 2.12% | 6 |
|
2021
Q3 | $52.2M | Buy |
478,211
+2,611
| +0.5% | +$285K | 2.2% | 6 |
|
2021
Q2 | $53.7M | Buy |
475,600
+7,963
| +2% | +$900K | 2.41% | 6 |
|
2021
Q1 | $50.8M | Buy |
467,637
+13,441
| +3% | +$1.46M | 2.43% | 6 |
|
2020
Q4 | $41.7M | Buy |
454,196
+24,033
| +6% | +$2.21M | 2.16% | 7 |
|
2020
Q3 | $30.2M | Buy |
430,163
+14,727
| +4% | +$1.03M | 1.81% | 7 |
|
2020
Q2 | $28.4M | Buy |
415,436
+133,084
| +47% | +$9.09M | 1.86% | 7 |
|
2020
Q1 | $15.8M | Buy |
282,352
+265,106
| +1,537% | +$14.9M | 1.21% | 15 |
|
2019
Q4 | $1.45M | Sell |
17,246
-1,207
| -7% | -$101K | 0.09% | 148 |
|
2019
Q3 | $1.44M | Sell |
18,453
-232
| -1% | -$18.1K | 0.09% | 148 |
|
2019
Q2 | $1.46M | Buy |
18,685
+233
| +1% | +$18.2K | 0.09% | 147 |
|
2019
Q1 | $1.42M | Sell |
18,452
-369
| -2% | -$28.5K | 0.1% | 147 |
|
2018
Q4 | $1.31M | Buy |
18,821
+1,711
| +10% | +$119K | 0.1% | 143 |
|
2018
Q3 | $1.49M | Sell |
17,110
-576
| -3% | -$50.3K | 0.1% | 145 |
|
2018
Q2 | $1.48M | Sell |
17,686
-38
| -0.2% | -$3.17K | 0.11% | 147 |
|
2018
Q1 | $1.37M | Hold |
17,724
| – | – | 0.1% | 147 |
|
2017
Q4 | $1.36M | Buy |
17,724
+16,822
| +1,865% | +$1.29M | 0.1% | 148 |
|
2017
Q3 | $67K | Sell |
902
-100
| -10% | -$7.43K | 0.01% | 296 |
|
2017
Q2 | $70K | Sell |
1,002
-14
| -1% | -$978 | 0.01% | 297 |
|
2017
Q1 | $70K | Hold |
1,016
| – | – | 0.01% | 287 |
|
2016
Q4 | $70K | Sell |
1,016
-664
| -40% | -$45.7K | 0.01% | 314 |
|
2016
Q3 | $104K | Buy |
1,680
+402
| +31% | +$24.9K | 0.01% | 243 |
|
2016
Q2 | $74K | Buy |
1,278
+112
| +10% | +$6.49K | 0.01% | 251 |
|
2016
Q1 | $66K | Sell |
1,166
-6,294
| -84% | -$356K | 0.01% | 253 |
|
2015
Q4 | $411K | Buy |
7,460
+6,594
| +761% | +$363K | 0.05% | 175 |
|
2015
Q3 | $46K | Buy |
866
+388
| +81% | +$20.6K | 0.01% | 279 |
|
2015
Q2 | $28K | Hold |
478
| – | – | ﹤0.01% | 348 |
|
2015
Q1 | $28K | Sell |
478
-210
| -31% | -$12.3K | ﹤0.01% | 354 |
|
2014
Q4 | $39K | Buy |
688
+22
| +3% | +$1.25K | ﹤0.01% | 311 |
|
2014
Q3 | $35K | Buy |
666
+72
| +12% | +$3.78K | ﹤0.01% | 316 |
|
2014
Q2 | $33K | Buy |
594
+70
| +13% | +$3.89K | ﹤0.01% | 326 |
|
2014
Q1 | $29K | Sell |
524
-276
| -35% | -$15.3K | ﹤0.01% | 350 |
|
2013
Q4 | $44K | Hold |
800
| – | – | 0.01% | 296 |
|
2013
Q3 | $40K | Hold |
800
| – | – | 0.01% | 296 |
|
2013
Q2 | $36K | Buy |
+800
| New | +$36K | 0.01% | 308 |
|