Farmers & Merchants Investments Inc’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-1,503	Closed	-$125K	–	1794
2026 Q1	$125K	Sell	1,503 -1,509	-50%	-$129K	﹤0.01%	343
2025 Q4	$249K	Hold	3,012	–	–	0.01%	288
2025 Q3	$250K	Hold	3,012	–	–	0.01%	288
2025 Q2	$240K	Hold	3,012	–	–	0.01%	291
2025 Q1	$223K	Hold	3,012	–	–	0.01%	301
2024 Q4	$229K	Hold	3,012	–	–	0.01%	300
2024 Q3	$229K	Hold	3,012	–	–	0.01%	299
2024 Q2	$211K	Hold	3,012	–	–	0.01%	290
2024 Q1	$219K	Hold	3,012	–	–	0.01%	284
2023 Q4	$202K	Hold	3,012	–	–	0.01%	284
2023 Q3	$180K	Hold	3,012	–	–	0.01%	287
2023 Q2	$191K	Hold	3,012	–	–	0.01%	287
2023 Q1	$183K	Hold	3,012	–	–	0.01%	289
2022 Q4	$177K	Hold	3,012	–	–	0.01%	293
2022 Q3	$162K	Hold	3,012	–	–	0.01%	301
2022 Q2	$170K	Hold	3,012	–	–	0.01%	294
2022 Q1	$203K	Hold	3,012	–	–	0.01%	289
2021 Q4	$214K	Hold	3,012	–	–	0.01%	284
2021 Q3	$200K	Hold	3,012	–	–	0.01%	277
2021 Q2	$202K	Hold	3,012	–	–	0.01%	239
2021 Q1	$189K	Hold	3,012	–	–	0.01%	234
2020 Q4	$176K	Hold	3,012	–	–	0.01%	235
2020 Q3	$151K	Hold	3,012	–	–	0.01%	241
2020 Q2	$139K	Hold	3,012	–	–	0.01%	239
2020 Q1	$115K	Hold	3,012	–	–	0.01%	234
2019 Q4	$158K	Hold	3,012	–	–	0.01%	234
2019 Q3	$149K	Hold	3,012	–	–	0.01%	239
2019 Q2	$146K	Buy	+3,012	New	+$144K	0.01%	240

Other funds holding IMCB

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

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

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

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

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Farmers & Merchants Investments Inc sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q2 2026, closing a stake of 1,503 shares — an estimated $125K sold.

Farmers & Merchants Investments Inc first reported a position in IMCB in Q2 2019 and held it in 28 quarters. The position peaked at $250K in Q3 2025. 114 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Farmers & Merchants Investments Inc reported no remaining iShares Morningstar Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 1,503 iShares Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $125K.
Farmers & Merchants Investments Inc first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2019 and held it in 28 quarters.
Farmers & Merchants Investments Inc's iShares Morningstar Mid-Cap ETF position peaked at $250K in Q3 2025.
114 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

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