Farmers & Merchants Investments Inc’s Invesco IVZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.52K	Hold	247	–	–	﹤0.01%	930
2026 Q1	$6K	Hold	247	–	–	﹤0.01%	925
2025 Q4	$6.49K	Hold	247	–	–	﹤0.01%	882
2025 Q3	$5.67K	Hold	247	–	–	﹤0.01%	928
2025 Q2	$3.9K	Hold	247	–	–	﹤0.01%	1027
2025 Q1	$3.75K	Hold	247	–	–	﹤0.01%	999
2024 Q4	$4.32K	Hold	247	–	–	﹤0.01%	838
2024 Q3	$4.34K	Hold	247	–	–	﹤0.01%	848
2024 Q2	$3.69K	Hold	247	–	–	﹤0.01%	861
2024 Q1	$4.1K	Hold	247	–	–	﹤0.01%	802
2023 Q4	$4.41K	Hold	247	–	–	﹤0.01%	779
2023 Q3	$3.59K	Hold	247	–	–	﹤0.01%	805
2023 Q2	$4.15K	Hold	247	–	–	﹤0.01%	795
2023 Q1	$4.05K	Hold	247	–	–	﹤0.01%	766
2022 Q4	$4.44K	Hold	247	–	–	﹤0.01%	783
2022 Q3	$3K	Buy	247 +33	+15%	+$556	﹤0.01%	862
2022 Q2	$3K	Hold	214	–	–	﹤0.01%	904
2022 Q1	$5K	Hold	214	–	–	﹤0.01%	879
2021 Q4	$5K	Hold	214	–	–	﹤0.01%	896
2021 Q3	$5K	Hold	214	–	–	﹤0.01%	853
2021 Q2	$6K	Hold	214	–	–	﹤0.01%	759
2021 Q1	$5K	Hold	214	–	–	﹤0.01%	765
2020 Q4	$4K	Hold	214	–	–	﹤0.01%	785
2020 Q3	$2K	Hold	214	–	–	﹤0.01%	806
2020 Q2	$2K	Hold	214	–	–	﹤0.01%	816
2020 Q1	$2K	Hold	214	–	–	﹤0.01%	789
2019 Q4	$4K	Hold	214	–	–	﹤0.01%	780
2019 Q3	$4K	Hold	214	–	–	﹤0.01%	772
2019 Q2	$4K	Buy	214 +14	+7%	+$291	﹤0.01%	774
2019 Q1	$4K	Buy	200 +45	+29%	+$841	﹤0.01%	767
2018 Q4	$3K	Hold	155	–	–	﹤0.01%	748
2018 Q3	$4K	Sell	155 -711	-82%	-$17.8K	﹤0.01%	754
2018 Q2	$23K	Buy	866 +459	+113%	+$13.2K	﹤0.01%	424
2018 Q1	$13K	Hold	407	–	–	﹤0.01%	483
2017 Q4	$15K	Buy	407 +26	+7%	+$941	﹤0.01%	466
2017 Q3	$13K	Buy	381 +201	+112%	+$6.87K	﹤0.01%	476
2017 Q2	$6K	Hold	180	–	–	﹤0.01%	632
2017 Q1	$6K	Sell	180 -1,723	-91%	-$53.9K	﹤0.01%	585
2016 Q4	$58K	Buy	1,903 +1,635	+610%	+$50.3K	0.01%	326
2016 Q3	$8K	Sell	268 -383	-59%	-$11.3K	﹤0.01%	498
2016 Q2	$17K	Sell	651 -62	-9%	-$1.84K	﹤0.01%	387
2016 Q1	$22K	Sell	713 -5	-0.7%	-$144	﹤0.01%	347
2015 Q4	$24K	Hold	718	–	–	﹤0.01%	351
2015 Q3	$22K	Hold	718	–	–	﹤0.01%	362
2015 Q2	$27K	Sell	718 -36	-5%	-$1.44K	﹤0.01%	352
2015 Q1	$30K	Buy	754 +37	+5%	+$1.45K	﹤0.01%	345
2014 Q4	$28K	Sell	717 -43	-6%	-$1.69K	﹤0.01%	351
2014 Q3	$30K	Hold	760	–	–	﹤0.01%	335
2014 Q2	$29K	Hold	760	–	–	﹤0.01%	350
2014 Q1	$28K	Hold	760	–	–	﹤0.01%	354
2013 Q4	$28K	Buy	760 +392	+107%	+$13.3K	﹤0.01%	358
2013 Q3	$12K	Buy	+368	New	+$11.7K	﹤0.01%	440

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its Invesco (IVZ) position steady in Q2 2026 at 247 shares worth $6.52K. The position accounts for ﹤0.01% of the portfolio, ranked #930.

Farmers & Merchants Investments Inc first reported a position in IVZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $58K in Q4 2016. 366 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Farmers & Merchants Investments Inc held 247 shares of Invesco worth $6.52K as of Q2 2026.
Farmers & Merchants Investments Inc left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #930 holding.
Farmers & Merchants Investments Inc first reported a position in Invesco in Q3 2013 and has held it in 52 quarters since.
Farmers & Merchants Investments Inc's Invesco position peaked at $58K in Q4 2016.
366 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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