Farmers & Merchants Investments Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.7M | Sell |
115,559
-1,251
| -1% | -$138K | 0.37% | 81 |
|
|
2025
Q1 | $10.8M | Sell |
116,810
-342
| -0.3% | -$31.7K | 0.34% | 88 |
|
|
2024
Q4 | $11.9M | Sell |
117,152
-5,014
| -4% | -$509K | 0.37% | 80 |
|
|
2024
Q3 | $11.7M | Buy |
122,166
+9,256
| +8% | +$886K | 0.36% | 84 |
|
|
2024
Q2 | $10.4M | Buy |
112,910
+1,225
| +1% | +$113K | 0.35% | 83 |
|
|
2024
Q1 | $9.43M | Buy |
111,685
+8
| +0% | +$676 | 0.32% | 92 |
|
|
2023
Q4 | $8.39M | Sell |
111,677
-1,082
| -1% | -$81.3K | 0.31% | 88 |
|
|
2023
Q3 | $7.71M | Buy |
112,759
+118
| +0.1% | +$8.07K | 0.3% | 92 |
|
|
2023
Q2 | $7.94M | Hold |
112,641
| – | – | 0.3% | 94 |
|
|
2023
Q1 | $7.2M | Sell |
112,641
-60,028
| -35% | -$3.84M | 0.29% | 99 |
|
|
2022
Q4 | $10.1M | Sell |
172,669
-1,471
| -0.8% | -$86.1K | 0.42% | 79 |
|
|
2022
Q3 | $10.1M | Buy |
174,140
+3,674
| +2% | +$213K | 0.45% | 72 |
|
|
2022
Q2 | $10.3M | Sell |
170,466
-8,338
| -5% | -$503K | 0.44% | 72 |
|
|
2022
Q1 | $13.7M | Buy |
178,804
+17,473
| +11% | +$1.33M | 0.52% | 53 |
|
|
2021
Q4 | $13.5M | Sell |
161,331
-355
| -0.2% | -$29.7K | 0.5% | 60 |
|
|
2021
Q3 | $12M | Buy |
161,686
+125,843
| +351% | +$9.3M | 0.5% | 63 |
|
|
2021
Q2 | $2.61M | Buy |
35,843
+7,819
| +28% | +$569K | 0.12% | 150 |
|
|
2021
Q1 | $1.83M | Buy |
28,024
+56
| +0.2% | +$3.65K | 0.09% | 155 |
|
|
2020
Q4 | $1.79M | Sell |
27,968
-612
| -2% | -$39.1K | 0.09% | 153 |
|
|
2020
Q3 | $1.65M | Sell |
28,580
-888
| -3% | -$51.3K | 0.1% | 150 |
|
|
2020
Q2 | $1.53M | Sell |
29,468
-456
| -2% | -$23.7K | 0.1% | 150 |
|
|
2020
Q1 | $1.24M | Sell |
29,924
-148
| -0.5% | -$6.11K | 0.09% | 150 |
|
|
2019
Q4 | $1.46M | Sell |
30,072
-336
| -1% | -$16.3K | 0.09% | 147 |
|
|
2019
Q3 | $1.37M | Buy |
30,408
+8
| +0% | +$360 | 0.09% | 151 |
|
|
2019
Q2 | $1.36M | Sell |
30,400
-1,104
| -4% | -$49.5K | 0.09% | 150 |
|
|
2019
Q1 | $1.36M | Sell |
31,504
-300
| -0.9% | -$12.9K | 0.09% | 149 |
|
|
2018
Q4 | $1.2M | Sell |
31,804
-2,836
| -8% | -$107K | 0.09% | 144 |
|
|
2018
Q3 | $1.53M | Sell |
34,640
-1,096
| -3% | -$48.5K | 0.1% | 144 |
|
|
2018
Q2 | $1.45M | Sell |
35,736
-4,692
| -12% | -$191K | 0.11% | 148 |
|
|
2018
Q1 | $1.57M | Sell |
40,428
-1,604
| -4% | -$62.2K | 0.12% | 145 |
|
|
2017
Q4 | $1.61M | Sell |
42,032
-2,708
| -6% | -$103K | 0.12% | 144 |
|
|
2017
Q3 | $1.6M | Sell |
44,740
-188
| -0.4% | -$6.74K | 0.13% | 146 |
|
|
2017
Q2 | $1.54M | Sell |
44,928
-2,700
| -6% | -$92.4K | 0.13% | 144 |
|
|
2017
Q1 | $1.57M | Sell |
47,628
-7,992
| -14% | -$263K | 0.14% | 142 |
|
|
2016
Q4 | $1.69M | Sell |
55,620
-1,264
| -2% | -$38.5K | 0.15% | 140 |
|
|
2016
Q3 | $1.73M | Sell |
56,884
-4,588
| -7% | -$140K | 0.18% | 132 |
|
|
2016
Q2 | $1.79M | Sell |
61,472
-5,176
| -8% | -$151K | 0.2% | 126 |
|
|
2016
Q1 | $1.93M | Sell |
66,648
-3,420
| -5% | -$99.1K | 0.22% | 121 |
|
|
2015
Q4 | $2.03M | Sell |
70,068
-684
| -1% | -$19.8K | 0.25% | 116 |
|
|
2015
Q3 | $1.91M | Buy |
70,752
+1,492
| +2% | +$40.2K | 0.26% | 110 |
|
|
2015
Q2 | $1.97M | Sell |
69,260
-252
| -0.4% | -$7.17K | 0.25% | 120 |
|
|
2015
Q1 | $1.98M | Sell |
69,512
-7,264
| -9% | -$207K | 0.25% | 115 |
|
|
2014
Q4 | $2.14M | Sell |
76,776
-3,216
| -4% | -$89.7K | 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% | +$52.3K | 0.29% | 110 |
|
|
2014
Q1 | $1.98M | Buy |
79,500
+1,404
| +2% | +$35K | 0.28% | 112 |
|
|
2013
Q4 | $1.93M | Buy |
78,096
+460
| +0.6% | +$11.4K | 0.28% | 112 |
|
|
2013
Q3 | $1.73M | Sell |
77,636
-700
| -0.9% | -$15.6K | 0.28% | 114 |
|
|
2013
Q2 | $1.65M | Buy |
+78,336
| New | +$1.65M | 0.25% | 115 |
|