Farmers & Merchants Investments Inc’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$43.4K	Hold	106	–	–	﹤0.01%	472
2026 Q1	$37.8K	Hold	106	–	–	﹤0.01%	473
2025 Q4	$39.6K	Hold	106	–	–	﹤0.01%	456
2025 Q3	$38.7K	Hold	106	–	–	﹤0.01%	470
2025 Q2	$36K	Hold	106	–	–	﹤0.01%	475
2025 Q1	$32.5K	Hold	106	–	–	﹤0.01%	478
2024 Q4	$34.1K	Hold	106	–	–	﹤0.01%	485
2024 Q3	$33.3K	Hold	106	–	–	﹤0.01%	492
2024 Q2	$31.5K	Hold	106	–	–	﹤0.01%	489
2024 Q1	$30.5K	Hold	106	–	–	﹤0.01%	469
2023 Q4	$27.8K	Sell	106 -750	-88%	-$184K	﹤0.01%	458
2023 Q3	$201K	Buy	856 +750	+708%	+$184K	0.01%	278
2023 Q2	$25.8K	Hold	106	–	–	﹤0.01%	473
2023 Q1	$23.9K	Hold	106	–	–	﹤0.01%	488
2022 Q4	$22.3K	Hold	106	–	–	﹤0.01%	514
2022 Q3	$21K	Hold	106	–	–	﹤0.01%	517
2022 Q2	$22K	Hold	106	–	–	﹤0.01%	536
2022 Q1	$27K	Hold	106	–	–	﹤0.01%	527
2021 Q4	$28K	Hold	106	–	–	﹤0.01%	529
2021 Q3	$26K	Hold	106	–	–	﹤0.01%	507
2021 Q2	$26K	Hold	106	–	–	﹤0.01%	447
2021 Q1	$24K	Hold	106	–	–	﹤0.01%	431
2020 Q4	$22K	Hold	106	–	–	﹤0.01%	442
2020 Q3	$20K	Hold	106	–	–	﹤0.01%	430
2020 Q2	$18K	Hold	106	–	–	﹤0.01%	439
2020 Q1	$15K	Hold	106	–	–	﹤0.01%	440
2019 Q4	$19K	Hold	106	–	–	﹤0.01%	447
2019 Q3	$17K	Hold	106	–	–	﹤0.01%	456
2019 Q2	$17K	Hold	106	–	–	﹤0.01%	447
2019 Q1	$17K	Hold	106	–	–	﹤0.01%	437
2018 Q4	$15K	Hold	106	–	–	﹤0.01%	438
2018 Q3	$17K	Hold	106	–	–	﹤0.01%	457
2018 Q2	$16K	Hold	106	–	–	﹤0.01%	475
2018 Q1	$16K	Hold	106	–	–	﹤0.01%	452
2017 Q4	$16K	Hold	106	–	–	﹤0.01%	452
2017 Q3	$15K	Hold	106	–	–	﹤0.01%	455
2017 Q2	$14K	Hold	106	–	–	﹤0.01%	487
2017 Q1	$14K	Hold	106	–	–	﹤0.01%	446
2016 Q4	$13K	Hold	106	–	–	﹤0.01%	478
2016 Q3	$13K	Hold	106	–	–	﹤0.01%	431
2016 Q2	$12K	Hold	106	–	–	﹤0.01%	426
2016 Q1	$12K	Hold	106	–	–	﹤0.01%	434
2015 Q4	$12K	Hold	106	–	–	﹤0.01%	444
2015 Q3	$11K	Hold	106	–	–	﹤0.01%	466
2015 Q2	$12K	Hold	106	–	–	﹤0.01%	481
2015 Q1	$12K	Hold	106	–	–	﹤0.01%	476
2014 Q4	$12K	Hold	106	–	–	﹤0.01%	465
2014 Q3	$12K	Hold	106	–	–	﹤0.01%	473
2014 Q2	$12K	Hold	106	–	–	﹤0.01%	467
2014 Q1	$11K	Hold	106	–	–	﹤0.01%	477
2013 Q4	$11K	Hold	106	–	–	﹤0.01%	489
2013 Q3	$10K	Hold	106	–	–	﹤0.01%	461
2013 Q2	$10K	Buy	+106	New	+$9.49K	﹤0.01%	468

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

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

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 106 shares worth $43.4K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Farmers & Merchants Investments Inc first reported a position in IWB in Q2 2013 and has held it in 53 quarters since. The position peaked at $201K in Q3 2023. 1,185 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Farmers & Merchants Investments Inc held 106 shares of iShares Russell 1000 ETF worth $43.4K as of Q2 2026.
Farmers & Merchants Investments Inc left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #472 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 53 quarters since.
Farmers & Merchants Investments Inc's iShares Russell 1000 ETF position peaked at $201K in Q3 2023.
1,185 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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