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Farmers & Merchants Investments Inc’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166M Sell
1,116,608
-96,991
-8% -$13.3M 4.01% 3
2026
Q1 		$151M Buy
1,213,599
+30,981
+3% +$3.94M 4.16% 4
2025
Q4 		$142M Buy
1,182,618
+31,195
+3% +$3.73M 3.93% 4
2025
Q3 		$137M Buy
1,151,423
+26,965
+2% +$3.1M 3.88% 4
2025
Q2 		$123M Buy
1,124,458
+86,544
+8% +$8.95M 3.58% 5
2025
Q1 		$109M Buy
1,037,914
+36,622
+4% +$4.13M 3.45% 4
2024
Q4 		$115M Buy
1,001,292
+17,420
+2% +$2.08M 3.62% 5
2024
Q3 		$115M Buy
983,872
+15,664
+2% +$1.77M 3.58% 5
2024
Q2 		$103M Buy
968,208
+27,509
+3% +$2.94M 3.45% 5
2024
Q1 		$104M Buy
940,699
+26,330
+3% +$2.8M 3.51% 5
2023
Q4 		$99M Buy
914,369
+18,646
+2% +$1.8M 3.61% 5
2023
Q3 		$84.5M Buy
895,723
+55,564
+7% +$5.55M 3.32% 4
2023
Q2 		$83.7M Buy
840,159
+18,048
+2% +$1.72M 3.16% 6
2023
Q1 		$79.5M Buy
822,111
+46,912
+6% +$4.69M 3.16% 4
2022
Q4 		$73.4M Buy
775,199
+64,816
+9% +$6.22M 3.01% 4
2022
Q3 		$61.9M Buy
710,383
+51,482
+8% +$5M 2.79% 6
2022
Q2 		$60.9M Buy
658,901
+113,929
+21% +$11.3M 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% +$2.15M 2.12% 6
2021
Q3 		$52.2M Buy
478,211
+2,611
+0.5% +$287K 2.2% 6
2021
Q2 		$53.7M Buy
475,600
+7,963
+2% +$888K 2.41% 6
2021
Q1 		$50.8M Buy
467,637
+13,441
+3% +$1.41M 2.43% 6
2020
Q4 		$41.7M Buy
454,196
+24,033
+6% +$1.97M 2.16% 7
2020
Q3 		$30.2M Buy
430,163
+14,727
+4% +$1.06M 1.81% 7
2020
Q2 		$28.4M Buy
415,436
+133,084
+47% +$8.4M 1.86% 7
2020
Q1 		$15.8M Buy
282,352
+265,106
+1,537% +$19.7M 1.21% 15
2019
Q4 		$1.45M Sell
17,246
-1,207
-7% -$97.1K 0.09% 148
2019
Q3 		$1.44M Sell
18,453
-232
-1% -$18K 0.09% 148
2019
Q2 		$1.46M Buy
18,685
+233
+1% +$18.1K 0.09% 147
2019
Q1 		$1.42M Sell
18,452
-369
-2% -$28.3K 0.1% 147
2018
Q4 		$1.3M Buy
18,821
+1,711
+10% +$132K 0.1% 143
2018
Q3 		$1.49M Sell
17,110
-576
-3% -$50.5K 0.1% 145
2018
Q2 		$1.48M Sell
17,686
-38
-0.2% -$3.1K 0.11% 147
2018
Q1 		$1.36M Hold
17,724
– – 0.1% 147
2017
Q4 		$1.36M Buy
17,724
+16,822
+1,865% +$1.27M 0.1% 148
2017
Q3 		$67K Sell
902
-100
-10% -$7.01K 0.01% 296
2017
Q2 		$70K Sell
1,002
-14
-1% -$969 0.01% 297
2017
Q1 		$70K Hold
1,016
– – 0.01% 287
2016
Q4 		$70K Sell
1,016
-664
-40% -$42.8K 0.01% 314
2016
Q3 		$104K Buy
1,680
+402
+31% +$24.6K 0.01% 243
2016
Q2 		$74K Buy
1,278
+112
+10% +$6.38K 0.01% 251
2016
Q1 		$66K Sell
1,166
-6,294
-84% -$329K 0.01% 253
2015
Q4 		$411K Buy
7,460
+6,594
+761% +$372K 0.05% 175
2015
Q3 		$46K Buy
866
+388
+81% +$22K 0.01% 279
2015
Q2 		$28K Hold
478
– – ﹤0.01% 348
2015
Q1 		$28K Sell
478
-210
-31% -$12K ﹤0.01% 354
2014
Q4 		$39K Buy
688
+22
+3% +$1.2K ﹤0.01% 311
2014
Q3 		$35K Buy
666
+72
+12% +$3.92K ﹤0.01% 316
2014
Q2 		$33K Buy
594
+70
+13% +$3.79K ﹤0.01% 326
2014
Q1 		$29K Sell
524
-276
-35% -$14.9K ﹤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 +$35.4K 0.01% 308

Other funds holding IJR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
RFC
Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 8% in Q2 2026, selling an estimated $13.3M and leaving 1,116,608 shares worth $166M. The position accounts for 4.01% of the portfolio, ranked #3.

Farmers & Merchants Investments Inc first reported a position in IJR in Q2 2013 and has held it in 53 quarters since. 2,151 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 1,116,608 shares of iShares Core S&P Small-Cap ETF worth $166M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 96,991 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $13.3M.
  • iShares Core S&P Small-Cap ETF made up 4.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #3 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,151 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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