Farmers & Merchants Investments Inc’s iShares Morningstar US Equity ETF ILCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Sell	1,800 -54	-3%	-$5.42K	﹤0.01%	326
2026 Q1	$167K	Hold	1,854	–	–	﹤0.01%	321
2025 Q4	$175K	Sell	1,854 -105	-5%	-$9.83K	﹤0.01%	313
2025 Q3	$181K	Hold	1,959	–	–	0.01%	307
2025 Q2	$168K	Sell	1,959 -121	-6%	-$9.58K	﹤0.01%	314
2025 Q1	$161K	Hold	2,080	–	–	0.01%	324
2024 Q4	$169K	Hold	2,080	–	–	0.01%	326
2024 Q3	$165K	Hold	2,080	–	–	0.01%	330
2024 Q2	$156K	Hold	2,080	–	–	0.01%	316
2024 Q1	$151K	Hold	2,080	–	–	0.01%	306
2023 Q4	$137K	Hold	2,080	–	–	0.01%	309
2023 Q3	$123K	Hold	2,080	–	–	﹤0.01%	316
2023 Q2	$127K	Hold	2,080	–	–	﹤0.01%	320
2023 Q1	$117K	Hold	2,080	–	–	﹤0.01%	323
2022 Q4	$109K	Hold	2,080	–	–	﹤0.01%	329
2022 Q3	$103K	Hold	2,080	–	–	﹤0.01%	332
2022 Q2	$108K	Hold	2,080	–	–	﹤0.01%	326
2022 Q1	$131K	Hold	2,080	–	–	0.01%	322
2021 Q4	$138K	Hold	2,080	–	–	0.01%	318
2021 Q3	$126K	Buy	+2,080	New	+$130K	0.01%	314

Other funds holding ILCB

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WFL

Wealth Forward LLC Fargo, North Dakota $201M AUM 18.7% 1-Year Est. Return

GIA

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

CFS

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

CAG

Crestwood Advisors Group Boston, Massachusetts $6.74B AUM 30.22% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares Morningstar US Equity ETF (ILCB) stake by 2.9% in Q2 2026, selling an estimated $5.42K and leaving 1,800 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Farmers & Merchants Investments Inc first reported a position in ILCB in Q3 2021 and has held it in 20 quarters since. 125 funds tracked by Wall St. Rank hold ILCB as of Q2 2026.

Farmers & Merchants Investments Inc held 1,800 shares of iShares Morningstar US Equity ETF worth $187K as of Q2 2026.
Farmers & Merchants Investments Inc sold 54 iShares Morningstar US Equity ETF shares in Q2 2026, an estimated $5.42K.
iShares Morningstar US Equity ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #326 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Morningstar US Equity ETF in Q3 2021 and has held it in 20 quarters since.
125 funds tracked by Wall St. Rank held iShares Morningstar US Equity ETF as of Q2 2026.

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