Farmers & Merchants Investments Inc’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245M | Buy |
394,126
+9,639
| +3% | +$5.98M | 7.13% | 1 |
|
|
2025
Q1 | $216M | Buy |
384,487
+4,181
| +1% | +$2.35M | 6.86% | 1 |
|
|
2024
Q4 | $224M | Sell |
380,306
-4,229
| -1% | -$2.49M | 7.02% | 1 |
|
|
2024
Q3 | $222M | Buy |
384,535
+2,087
| +0.5% | +$1.2M | 6.9% | 1 |
|
|
2024
Q2 | $209M | Buy |
382,448
+6,376
| +2% | +$3.49M | 6.98% | 1 |
|
|
2024
Q1 | $198M | Buy |
376,072
+5,892
| +2% | +$3.1M | 6.68% | 1 |
|
|
2023
Q4 | $177M | Buy |
370,180
+6,518
| +2% | +$3.11M | 6.45% | 1 |
|
|
2023
Q3 | $156M | Buy |
363,662
+33,496
| +10% | +$14.4M | 6.13% | 1 |
|
|
2023
Q2 | $147M | Buy |
330,166
+2,775
| +0.8% | +$1.24M | 5.55% | 1 |
|
|
2023
Q1 | $135M | Buy |
327,391
+9,150
| +3% | +$3.76M | 5.36% | 1 |
|
|
2022
Q4 | $122M | Buy |
318,241
+3,071
| +1% | +$1.18M | 5.02% | 2 |
|
|
2022
Q3 | $113M | Buy |
315,170
+5,032
| +2% | +$1.8M | 5.09% | 1 |
|
|
2022
Q2 | $118M | Buy |
310,138
+12,923
| +4% | +$4.9M | 5.02% | 2 |
|
|
2022
Q1 | $135M | Buy |
297,215
+17,407
| +6% | +$7.9M | 5.11% | 1 |
|
|
2021
Q4 | $133M | Buy |
279,808
+13,644
| +5% | +$6.51M | 4.98% | 2 |
|
|
2021
Q3 | $115M | Sell |
266,164
-1,602
| -0.6% | -$690K | 4.84% | 2 |
|
|
2021
Q2 | $115M | Buy |
267,766
+9,721
| +4% | +$4.18M | 5.16% | 2 |
|
|
2021
Q1 | $103M | Buy |
258,045
+13,407
| +5% | +$5.33M | 4.92% | 2 |
|
|
2020
Q4 | $91.8M | Buy |
244,638
+24,826
| +11% | +$9.32M | 4.75% | 3 |
|
|
2020
Q3 | $73.9M | Buy |
219,812
+1,886
| +0.9% | +$634K | 4.42% | 3 |
|
|
2020
Q2 | $67.5M | Buy |
217,926
+6,137
| +3% | +$1.9M | 4.41% | 3 |
|
|
2020
Q1 | $54.7M | Buy |
211,789
+16,250
| +8% | +$4.2M | 4.19% | 3 |
|
|
2019
Q4 | $63.2M | Buy |
195,539
+4,055
| +2% | +$1.31M | 3.87% | 3 |
|
|
2019
Q3 | $57.2M | Buy |
191,484
+12,265
| +7% | +$3.66M | 3.6% | 3 |
|
|
2019
Q2 | $52.8M | Buy |
179,219
+8,327
| +5% | +$2.45M | 3.4% | 3 |
|
|
2019
Q1 | $48.6M | Buy |
170,892
+1,773
| +1% | +$505K | 3.26% | 3 |
|
|
2018
Q4 | $42.6M | Buy |
169,119
+7,028
| +4% | +$1.77M | 3.23% | 3 |
|
|
2018
Q3 | $47.4M | Buy |
162,091
+1,279
| +0.8% | +$374K | 3.23% | 3 |
|
|
2018
Q2 | $43.9M | Buy |
160,812
+23,217
| +17% | +$6.34M | 3.19% | 3 |
|
|
2018
Q1 | $36.5M | Sell |
137,595
-5,032
| -4% | -$1.34M | 2.75% | 3 |
|
|
2017
Q4 | $38.3M | Buy |
142,627
+2,879
| +2% | +$774K | 2.8% | 3 |
|
|
2017
Q3 | $35.3M | Buy |
139,748
+28,383
| +25% | +$7.18M | 2.78% | 3 |
|
|
2017
Q2 | $27.1M | Buy |
111,365
+6,672
| +6% | +$1.62M | 2.26% | 4 |
|
|
2017
Q1 | $24.8M | Buy |
104,693
+12,384
| +13% | +$2.94M | 2.2% | 4 |
|
|
2016
Q4 | $20.8M | Buy |
92,309
+9,144
| +11% | +$2.06M | 1.9% | 6 |
|
|
2016
Q3 | $18.1M | Sell |
83,165
-26,809
| -24% | -$5.83M | 1.9% | 4 |
|
|
2016
Q2 | $23.2M | Buy |
109,974
+21,617
| +24% | +$4.55M | 2.59% | 2 |
|
|
2016
Q1 | $18.3M | Buy |
88,357
+14,501
| +20% | +$3M | 2.12% | 2 |
|
|
2015
Q4 | $15.1M | Buy |
73,856
+1,563
| +2% | +$320K | 1.89% | 3 |
|
|
2015
Q3 | $13.9M | Buy |
72,293
+10,340
| +17% | +$1.99M | 1.9% | 3 |
|
|
2015
Q2 | $12.8M | Buy |
61,953
+131
| +0.2% | +$27.1K | 1.63% | 5 |
|
|
2015
Q1 | $12.8M | Sell |
61,822
-12,490
| -17% | -$2.6M | 1.62% | 6 |
|
|
2014
Q4 | $15.4M | Buy |
74,312
+2,459
| +3% | +$509K | 1.92% | 2 |
|
|
2014
Q3 | $14.2M | Buy |
71,853
+1,963
| +3% | +$389K | 1.89% | 3 |
|
|
2014
Q2 | $13.8M | Buy |
69,890
+3,172
| +5% | +$625K | 1.84% | 2 |
|
|
2014
Q1 | $12.6M | Buy |
66,718
+3,636
| +6% | +$684K | 1.75% | 3 |
|
|
2013
Q4 | $11.7M | Buy |
63,082
+4,592
| +8% | +$852K | 1.69% | 3 |
|
|
2013
Q3 | $9.88M | Buy |
58,490
+312
| +0.5% | +$52.7K | 1.57% | 5 |
|
|
2013
Q2 | $9.36M | Buy |
+58,178
| New | +$9.36M | 1.44% | 8 |
|