Farmers & Merchants Investments Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.3M	Sell	111,546 -3,744	-3%	-$494K	0.37%	64
2026 Q1	$13M	Sell	115,290 -100	-0.1%	-$12K	0.36%	78
2025 Q4	$14.2M	Sell	115,390 -119	-0.1%	-$14.6K	0.39%	65
2025 Q3	$13.9M	Sell	115,509 -50	-0%	-$5.75K	0.4%	68
2025 Q2	$12.7M	Sell	115,559 -1,251	-1%	-$124K	0.37%	81
2025 Q1	$10.8M	Sell	116,810 -342	-0.3%	-$34.5K	0.34%	88
2024 Q4	$11.9M	Sell	117,152 -5,014	-4%	-$500K	0.37%	80
2024 Q3	$11.7M	Buy	122,166 +9,256	+8%	+$855K	0.36%	84
2024 Q2	$10.4M	Buy	112,910 +1,225	+1%	+$106K	0.35%	83
2024 Q1	$9.43M	Buy	111,685 +8	+0%	+$643	0.32%	92
2023 Q4	$8.39M	Sell	111,677 -1,082	-1%	-$77K	0.31%	88
2023 Q3	$7.71M	Buy	112,759 +118	+0.1%	+$8.35K	0.3%	92
2023 Q2	$7.94M	Hold	112,641	–	–	0.3%	94
2023 Q1	$7.2M	Sell	112,641 -60,028	-35%	-$3.67M	0.29%	99
2022 Q4	$10.1M	Sell	172,669 -1,471	-0.8%	-$88.3K	0.42%	79
2022 Q3	$10.1M	Buy	174,140 +3,674	+2%	+$239K	0.45%	72
2022 Q2	$10.3M	Sell	170,466 -8,338	-5%	-$552K	0.44%	72
2022 Q1	$13.7M	Buy	178,804 +17,473	+11%	+$1.31M	0.52%	53
2021 Q4	$13.5M	Sell	161,331 -355	-0.2%	-$28.6K	0.5%	60
2021 Q3	$11.9M	Buy	161,686 +125,843	+351%	+$9.59M	0.5%	63
2021 Q2	$2.61M	Buy	35,843 +7,819	+28%	+$541K	0.12%	150
2021 Q1	$1.82M	Buy	28,024 +56	+0.2%	+$3.62K	0.09%	155
2020 Q4	$1.78M	Sell	27,968 -612	-2%	-$37.1K	0.09%	153
2020 Q3	$1.65M	Sell	28,580 -888	-3%	-$50.3K	0.1%	150
2020 Q2	$1.53M	Sell	29,468 -456	-2%	-$21.9K	0.1%	150
2020 Q1	$1.24M	Sell	29,924 -148	-0.5%	-$7K	0.09%	150
2019 Q4	$1.46M	Sell	30,072 -336	-1%	-$15.6K	0.09%	147
2019 Q3	$1.37M	Buy	30,408 +8	+0%	+$362	0.09%	151
2019 Q2	$1.36M	Sell	30,400 -1,104	-4%	-$48.6K	0.09%	150
2019 Q1	$1.36M	Sell	31,504 -300	-0.9%	-$12.3K	0.09%	149
2018 Q4	$1.2M	Sell	31,804 -2,836	-8%	-$115K	0.09%	144
2018 Q3	$1.53M	Sell	34,640 -1,096	-3%	-$47.1K	0.1%	144
2018 Q2	$1.45M	Sell	35,736 -4,692	-12%	-$188K	0.11%	148
2018 Q1	$1.57M	Sell	40,428 -1,604	-4%	-$64K	0.12%	145
2017 Q4	$1.6M	Sell	42,032 -2,708	-6%	-$101K	0.12%	144
2017 Q3	$1.6M	Sell	44,740 -188	-0.4%	-$6.62K	0.13%	146
2017 Q2	$1.54M	Sell	44,928 -2,700	-6%	-$91.5K	0.13%	144
2017 Q1	$1.57M	Sell	47,628 -7,992	-14%	-$256K	0.14%	142
2016 Q4	$1.69M	Sell	55,620 -1,264	-2%	-$38.2K	0.15%	140
2016 Q3	$1.73M	Sell	56,884 -4,588	-7%	-$139K	0.18%	132
2016 Q2	$1.79M	Sell	61,472 -5,176	-8%	-$150K	0.2%	126
2016 Q1	$1.93M	Sell	66,648 -3,420	-5%	-$94.1K	0.22%	121
2015 Q4	$2.03M	Sell	70,068 -684	-1%	-$19.9K	0.25%	116
2015 Q3	$1.91M	Buy	70,752 +1,492	+2%	+$42.4K	0.26%	110
2015 Q2	$1.97M	Sell	69,260 -252	-0.4%	-$7.3K	0.25%	120
2015 Q1	$1.98M	Sell	69,512 -7,264	-9%	-$206K	0.25%	115
2014 Q4	$2.14M	Sell	76,776 -3,216	-4%	-$87.9K	0.27%	114
2014 Q3	$2.14M	Sell	79,992 -1,496	-2%	-$39.9K	0.28%	110
2014 Q2	$2.14M	Buy	81,488 +1,988	+3%	+$50.4K	0.29%	110
2014 Q1	$1.98M	Buy	79,500 +1,404	+2%	+$34.7K	0.28%	112
2013 Q4	$1.93M	Buy	78,096 +460	+0.6%	+$10.8K	0.28%	112
2013 Q3	$1.73M	Sell	77,636 -700	-0.9%	-$15.5K	0.28%	114
2013 Q2	$1.65M	Buy	+78,336	New	+$1.66M	0.25%	115

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares S&P 500 Growth ETF (IVW) stake by 3.2% in Q2 2026, selling an estimated $494K and leaving 111,546 shares worth $15.3M. The position accounts for 0.37% of the portfolio, ranked #64.

Farmers & Merchants Investments Inc first reported a position in IVW in Q2 2013 and has held it in 53 quarters since. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Farmers & Merchants Investments Inc held 111,546 shares of iShares S&P 500 Growth ETF worth $15.3M as of Q2 2026.
Farmers & Merchants Investments Inc sold 3,744 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $494K.
iShares S&P 500 Growth ETF made up 0.37% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #64 holding.
Farmers & Merchants Investments Inc first reported a position in iShares S&P 500 Growth ETF in Q2 2013 and has held it in 53 quarters since.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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