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Farmers & Merchants Investments Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$293M Buy
390,589
+2,801
+0.7% +$2.04M 7.09% 1
2026
Q1 		$253M Buy
387,788
+7,614
+2% +$5.2M 6.99% 1
2025
Q4 		$260M Buy
380,174
+422
+0.1% +$287K 7.2% 1
2025
Q3 		$254M Sell
379,752
-14,374
-4% -$9.26M 7.21% 1
2025
Q2 		$245M Buy
394,126
+9,639
+3% +$5.53M 7.13% 1
2025
Q1 		$216M Buy
384,487
+4,181
+1% +$2.47M 6.86% 1
2024
Q4 		$224M Sell
380,306
-4,229
-1% -$2.5M 7.02% 1
2024
Q3 		$222M Buy
384,535
+2,087
+0.5% +$1.16M 6.9% 1
2024
Q2 		$209M Buy
382,448
+6,376
+2% +$3.35M 6.98% 1
2024
Q1 		$198M Buy
376,072
+5,892
+2% +$2.95M 6.68% 1
2023
Q4 		$177M Buy
370,180
+6,518
+2% +$2.92M 6.45% 1
2023
Q3 		$156M Buy
363,662
+33,496
+10% +$15M 6.13% 1
2023
Q2 		$147M Buy
330,166
+2,775
+0.8% +$1.17M 5.55% 1
2023
Q1 		$135M Buy
327,391
+9,150
+3% +$3.67M 5.36% 1
2022
Q4 		$122M Buy
318,241
+3,071
+1% +$1.19M 5.02% 2
2022
Q3 		$113M Buy
315,170
+5,032
+2% +$2.01M 5.09% 1
2022
Q2 		$118M Buy
310,138
+12,923
+4% +$5.32M 5.02% 2
2022
Q1 		$135M Buy
297,215
+17,407
+6% +$7.79M 5.11% 1
2021
Q4 		$133M Buy
279,808
+13,644
+5% +$6.29M 4.98% 2
2021
Q3 		$115M Sell
266,164
-1,602
-0.6% -$710K 4.84% 2
2021
Q2 		$115M Buy
267,766
+9,721
+4% +$4.07M 5.16% 2
2021
Q1 		$103M Buy
258,045
+13,407
+5% +$5.19M 4.92% 2
2020
Q4 		$91.8M Buy
244,638
+24,826
+11% +$8.84M 4.75% 3
2020
Q3 		$73.9M Buy
219,812
+1,886
+0.9% +$628K 4.42% 3
2020
Q2 		$67.5M Buy
217,926
+6,137
+3% +$1.8M 4.41% 3
2020
Q1 		$54.7M Buy
211,789
+16,250
+8% +$4.98M 4.19% 3
2019
Q4 		$63.2M Buy
195,539
+4,055
+2% +$1.25M 3.87% 3
2019
Q3 		$57.2M Buy
191,484
+12,265
+7% +$3.65M 3.6% 3
2019
Q2 		$52.8M Buy
179,219
+8,327
+5% +$2.41M 3.4% 3
2019
Q1 		$48.6M Buy
170,892
+1,773
+1% +$485K 3.26% 3
2018
Q4 		$42.6M Buy
169,119
+7,028
+4% +$1.91M 3.23% 3
2018
Q3 		$47.4M Buy
162,091
+1,279
+0.8% +$367K 3.23% 3
2018
Q2 		$43.9M Buy
160,812
+23,217
+17% +$6.32M 3.19% 3
2018
Q1 		$36.5M Sell
137,595
-5,032
-4% -$1.38M 2.75% 3
2017
Q4 		$38.3M Buy
142,627
+2,879
+2% +$754K 2.8% 3
2017
Q3 		$35.3M Buy
139,748
+28,383
+25% +$7.05M 2.78% 3
2017
Q2 		$27.1M Buy
111,365
+6,672
+6% +$1.61M 2.26% 4
2017
Q1 		$24.8M Buy
104,693
+12,384
+13% +$2.9M 2.2% 4
2016
Q4 		$20.8M Buy
92,309
+9,144
+11% +$2.01M 1.9% 6
2016
Q3 		$18.1M Sell
83,165
-26,809
-24% -$5.83M 1.9% 4
2016
Q2 		$23.1M Buy
109,974
+21,617
+24% +$4.51M 2.59% 2
2016
Q1 		$18.3M Buy
88,357
+14,501
+20% +$2.84M 2.12% 2
2015
Q4 		$15.1M Buy
73,856
+1,563
+2% +$323K 1.89% 3
2015
Q3 		$13.9M Buy
72,293
+10,340
+17% +$2.11M 1.9% 3
2015
Q2 		$12.8M Buy
61,953
+131
+0.2% +$27.7K 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% +$498K 1.92% 2
2014
Q3 		$14.2M Buy
71,853
+1,963
+3% +$391K 1.89% 3
2014
Q2 		$13.8M Buy
69,890
+3,172
+5% +$607K 1.84% 2
2014
Q1 		$12.6M Buy
66,718
+3,636
+6% +$671K 1.75% 3
2013
Q4 		$11.7M Buy
63,082
+4,592
+8% +$817K 1.69% 3
2013
Q3 		$9.88M Buy
58,490
+312
+0.5% +$52.6K 1.57% 5
2013
Q2 		$9.36M Buy
+58,178
New +$9.42M 1.44% 8

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

Farmers & Merchants Investments Inc increased its iShares Core S&P 500 ETF (IVV) stake by 0.72% in Q2 2026, buying an estimated $2.04M and bringing the position to 390,589 shares worth $293M. The position accounts for 7.09% of the portfolio, ranked #1.

Farmers & Merchants Investments Inc first reported a position in IVV in Q2 2013 and has held it in 53 quarters since. 2,884 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Farmers & Merchants Investments Inc held 390,589 shares of iShares Core S&P 500 ETF worth $293M as of Q2 2026.
  • Farmers & Merchants Investments Inc bought 2,801 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.04M.
  • iShares Core S&P 500 ETF made up 7.09% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #1 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
  • 2,884 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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