FMII
IWD icon

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

Farmers & Merchants Investments Inc’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$964K Sell
3,978
-456
-10% -$106K 0.02% 217
2026
Q1 		$947K Sell
4,434
-859
-16% -$188K 0.03% 203
2025
Q4 		$1.11M Sell
5,293
-250
-5% -$51.6K 0.03% 196
2025
Q3 		$1.13M Hold
5,543
– – 0.03% 193
2025
Q2 		$1.08M Sell
5,543
-1,712
-24% -$317K 0.03% 195
2025
Q1 		$1.37M Sell
7,255
-386
-5% -$73.5K 0.04% 182
2024
Q4 		$1.41M Buy
7,641
+595
+8% +$114K 0.04% 180
2024
Q3 		$1.34M Buy
7,046
+57
+0.8% +$10.4K 0.04% 178
2024
Q2 		$1.22M Hold
6,989
– – 0.04% 180
2024
Q1 		$1.25M Hold
6,989
– – 0.04% 183
2023
Q4 		$1.15M Hold
6,989
– – 0.04% 180
2023
Q3 		$1.06M Hold
6,989
– – 0.04% 184
2023
Q2 		$1.1M Sell
6,989
-1,552
-18% -$237K 0.04% 183
2023
Q1 		$1.3M Hold
8,541
– – 0.05% 177
2022
Q4 		$1.3M Hold
8,541
– – 0.05% 177
2022
Q3 		$1.16M Buy
8,541
+1,552
+22% +$233K 0.05% 182
2022
Q2 		$1.01M Buy
6,989
+200
+3% +$31.3K 0.04% 195
2022
Q1 		$1.13M Hold
6,789
– – 0.04% 197
2021
Q4 		$1.14M Hold
6,789
– – 0.04% 196
2021
Q3 		$1.06M Hold
6,789
– – 0.04% 195
2021
Q2 		$1.08M Buy
6,789
+75
+1% +$11.9K 0.05% 167
2021
Q1 		$1.02M Buy
6,714
+425
+7% +$61.5K 0.05% 168
2020
Q4 		$860K Hold
6,289
– – 0.04% 171
2020
Q3 		$743K Sell
6,289
-211
-3% -$25K 0.04% 174
2020
Q2 		$732K Hold
6,500
– – 0.05% 171
2020
Q1 		$645K Buy
6,500
+275
+4% +$34.3K 0.05% 166
2019
Q4 		$850K Hold
6,225
– – 0.05% 162
2019
Q3 		$798K Sell
6,225
-180
-3% -$22.9K 0.05% 166
2019
Q2 		$815K Buy
6,405
+1,895
+42% +$237K 0.05% 167
2019
Q1 		$557K Hold
4,510
– – 0.04% 183
2018
Q4 		$501K Hold
4,510
– – 0.04% 176
2018
Q3 		$571K Sell
4,510
-99
-2% -$12.4K 0.04% 179
2018
Q2 		$559K Hold
4,609
– – 0.04% 180
2018
Q1 		$553K Sell
4,609
-180
-4% -$22.4K 0.04% 183
2017
Q4 		$595K Sell
4,789
-115
-2% -$13.9K 0.04% 182
2017
Q3 		$581K Sell
4,904
-1,000
-17% -$117K 0.05% 185
2017
Q2 		$687K Hold
5,904
– – 0.06% 172
2017
Q1 		$679K Buy
5,904
+824
+16% +$94.5K 0.06% 173
2016
Q4 		$569K Hold
5,080
– – 0.05% 186
2016
Q3 		$537K Buy
5,080
+375
+8% +$39.5K 0.06% 170
2016
Q2 		$486K Hold
4,705
– – 0.05% 169
2016
Q1 		$465K Buy
4,705
+100
+2% +$9.37K 0.05% 170
2015
Q4 		$451K Buy
4,605
+2,429
+112% +$241K 0.06% 172
2015
Q3 		$203K Buy
2,176
+150
+7% +$14.9K 0.03% 197
2015
Q2 		$209K Buy
2,026
+235
+13% +$24.6K 0.03% 202
2015
Q1 		$185K Hold
1,791
– – 0.02% 206
2014
Q4 		$187K Hold
1,791
– – 0.02% 204
2014
Q3 		$179K Sell
1,791
-6
-0.3% -$608 0.02% 205
2014
Q2 		$182K Hold
1,797
– – 0.02% 206
2014
Q1 		$173K Hold
1,797
– – 0.02% 211
2013
Q4 		$169K Hold
1,797
– – 0.02% 213
2013
Q3 		$155K Hold
1,797
– – 0.02% 211
2013
Q2 		$151K Buy
+1,797
New +$150K 0.02% 215

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares Russell 1000 Value ETF (IWD) stake by 10% in Q2 2026, selling an estimated $106K and leaving 3,978 shares worth $964K. The position accounts for 0.02% of the portfolio, ranked #217.

Farmers & Merchants Investments Inc first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.41M in Q4 2024. 1,444 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Farmers & Merchants Investments Inc held 3,978 shares of iShares Russell 1000 Value ETF worth $964K as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 456 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $106K.
  • iShares Russell 1000 Value ETF made up 0.02% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #217 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's iShares Russell 1000 Value ETF position peaked at $1.41M in Q4 2024.
  • 1,444 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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