FMII
IUSG icon

Farmers & Merchants Investments Inc’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.76K Hold
20
– – ﹤0.01% 1104
2026
Q1 		$3.1K Hold
20
– – ﹤0.01% 1127
2025
Q4 		$3.36K Hold
20
– – ﹤0.01% 1080
2025
Q3 		$3.29K Hold
20
– – ﹤0.01% 1100
2025
Q2 		$3.01K Hold
20
– – ﹤0.01% 1091
2025
Q1 		$2.54K Hold
20
– – ﹤0.01% 1140
2024
Q4 		$2.79K Hold
20
– – ﹤0.01% 1005
2024
Q3 		$2.64K Hold
20
– – ﹤0.01% 1034
2024
Q2 		$2.55K Hold
20
– – ﹤0.01% 1013
2024
Q1 		$2.34K Hold
20
– – ﹤0.01% 1036
2023
Q4 		$2.08K Hold
20
– – ﹤0.01% 1083
2023
Q3 		$1.9K Buy
+20
New +$1.96K ﹤0.01% 1046

Other funds holding IUSG

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its iShares Core S&P US Growth ETF (IUSG) position steady in Q2 2026 at 20 shares worth $3.76K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

Farmers & Merchants Investments Inc first reported a position in IUSG in Q3 2023 and has held it in 12 quarters since. 655 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Farmers & Merchants Investments Inc held 20 shares of iShares Core S&P US Growth ETF worth $3.76K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its iShares Core S&P US Growth ETF share count unchanged in Q2 2026.
  • iShares Core S&P US Growth ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1104 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Core S&P US Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 655 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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