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Farmers & Merchants Investments Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Sell
4,779
-2,340
-33% -$523K 0.03% 205
2026
Q1 		$1.5M Sell
7,119
-74
-1% -$16K 0.04% 183
2025
Q4 		$1.53M Sell
7,193
-502
-7% -$105K 0.04% 181
2025
Q3 		$1.59M Sell
7,695
-30
-0.4% -$6.03K 0.05% 178
2025
Q2 		$1.51M Sell
7,725
-316
-4% -$58.9K 0.04% 179
2025
Q1 		$1.53M Sell
8,041
-26
-0.3% -$5.03K 0.05% 175
2024
Q4 		$1.54M Sell
8,067
-194
-2% -$38.5K 0.05% 175
2024
Q3 		$1.63M Buy
8,261
+14
+0.2% +$2.66K 0.05% 172
2024
Q2 		$1.5M Sell
8,247
-135
-2% -$24.6K 0.05% 172
2024
Q1 		$1.57M Buy
8,382
+36
+0.4% +$6.4K 0.05% 170
2023
Q4 		$1.45M Sell
8,346
-123
-1% -$19.8K 0.05% 171
2023
Q3 		$1.3M Sell
8,469
-181
-2% -$29.3K 0.05% 171
2023
Q2 		$1.39M Hold
8,650
– – 0.05% 177
2023
Q1 		$1.31M Sell
8,650
-24
-0.3% -$3.63K 0.05% 176
2022
Q4 		$1.26M Sell
8,674
-609
-7% -$86.9K 0.05% 178
2022
Q3 		$1.19M Buy
9,283
+885
+11% +$125K 0.05% 179
2022
Q2 		$1.15M Sell
8,398
-10
-0.1% -$1.48K 0.05% 183
2022
Q1 		$1.31M Sell
8,408
-307
-4% -$47.2K 0.05% 191
2021
Q4 		$1.36M Buy
8,715
+225
+3% +$34.2K 0.05% 190
2021
Q3 		$1.24M Sell
8,490
-243
-3% -$36.2K 0.05% 187
2021
Q2 		$1.29M Sell
8,733
-314
-3% -$46.3K 0.06% 162
2021
Q1 		$1.28M Sell
9,047
-70
-0.8% -$9.42K 0.06% 162
2020
Q4 		$1.17M Sell
9,117
-64
-0.7% -$7.74K 0.06% 165
2020
Q3 		$1.03M Sell
9,181
-200
-2% -$22.7K 0.06% 163
2020
Q2 		$1.01M Buy
9,381
+246
+3% +$26.1K 0.07% 161
2020
Q1 		$879K Buy
9,135
+125
+1% +$14.9K 0.07% 159
2019
Q4 		$1.17M Sell
9,010
-87
-1% -$10.8K 0.07% 154
2019
Q3 		$1.08M Hold
9,097
– – 0.07% 158
2019
Q2 		$1.06M Hold
9,097
– – 0.07% 158
2019
Q1 		$1.03M Buy
9,097
+25
+0.3% +$2.75K 0.07% 160
2018
Q4 		$918K Sell
9,072
-838
-8% -$91.7K 0.07% 152
2018
Q3 		$1.15M Sell
9,910
-245
-2% -$28.1K 0.08% 150
2018
Q2 		$1.12M Sell
10,155
-339
-3% -$37.6K 0.08% 152
2018
Q1 		$1.15M Sell
10,494
-15
-0.1% -$1.71K 0.09% 153
2017
Q4 		$1.2M Sell
10,509
-204
-2% -$22.6K 0.09% 152
2017
Q3 		$1.16M Hold
10,713
– – 0.09% 151
2017
Q2 		$1.12M Sell
10,713
-685
-6% -$71.4K 0.09% 154
2017
Q1 		$1.19M Sell
11,398
-2,382
-17% -$247K 0.1% 154
2016
Q4 		$1.4M Buy
13,780
+390
+3% +$38.1K 0.13% 148
2016
Q3 		$1.27M Sell
13,390
-120
-0.9% -$11.4K 0.13% 148
2016
Q2 		$1.25M Sell
13,510
-546
-4% -$50K 0.14% 141
2016
Q1 		$1.26M Sell
14,056
-260
-2% -$22.2K 0.15% 141
2015
Q4 		$1.27M Sell
14,316
-235
-2% -$21K 0.16% 132
2015
Q3 		$1.22M Sell
14,551
-1,461
-9% -$131K 0.17% 133
2015
Q2 		$1.48M Sell
16,012
-90
-0.6% -$8.49K 0.19% 134
2015
Q1 		$1.49M Buy
16,102
+43
+0.3% +$3.99K 0.19% 133
2014
Q4 		$1.51M Sell
16,059
-1,305
-8% -$120K 0.19% 133
2014
Q3 		$1.56M Sell
17,364
-608
-3% -$55.3K 0.21% 127
2014
Q2 		$1.62M Buy
17,972
+455
+3% +$40.2K 0.22% 125
2014
Q1 		$1.52M Buy
17,517
+326
+2% +$27.5K 0.21% 126
2013
Q4 		$1.47M Sell
17,191
-407
-2% -$33.5K 0.21% 126
2013
Q3 		$1.38M Sell
17,598
-699
-4% -$55.2K 0.22% 125
2013
Q2 		$1.39M Buy
+18,297
New +$1.39M 0.21% 122

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 IVE Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its iShares S&P 500 Value ETF (IVE) stake by 33% in Q2 2026, selling an estimated $523K and leaving 4,779 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #205.

Farmers & Merchants Investments Inc first reported a position in IVE in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q3 2024. 1,215 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 4,779 shares of iShares S&P 500 Value ETF worth $1.09M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 2,340 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $523K.
  • iShares S&P 500 Value ETF made up 0.03% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #205 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's iShares S&P 500 Value ETF position peaked at $1.63M in Q3 2024.
  • 1,215 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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