Farmers & Merchants Investments Inc’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
5,543
-1,712
| -24% | -$333K | 0.03% | 195 |
|
|
2025
Q1 | $1.37M | Sell |
7,255
-386
| -5% | -$72.6K | 0.04% | 182 |
|
|
2024
Q4 | $1.41M | Buy |
7,641
+595
| +8% | +$110K | 0.04% | 180 |
|
|
2024
Q3 | $1.34M | Buy |
7,046
+57
| +0.8% | +$10.8K | 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% | -$245K | 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% | +$211K | 0.05% | 182 |
|
|
2022
Q2 | $1.01M | Buy |
6,989
+200
| +3% | +$29K | 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% | +$64.4K | 0.05% | 168 |
|
|
2020
Q4 | $860K | Hold |
6,289
| – | – | 0.04% | 171 |
|
|
2020
Q3 | $743K | Sell |
6,289
-211
| -3% | -$24.9K | 0.04% | 174 |
|
|
2020
Q2 | $732K | Hold |
6,500
| – | – | 0.05% | 171 |
|
|
2020
Q1 | $645K | Buy |
6,500
+275
| +4% | +$27.3K | 0.05% | 166 |
|
|
2019
Q4 | $850K | Hold |
6,225
| – | – | 0.05% | 162 |
|
|
2019
Q3 | $798K | Sell |
6,225
-180
| -3% | -$23.1K | 0.05% | 166 |
|
|
2019
Q2 | $815K | Buy |
6,405
+1,895
| +42% | +$241K | 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% | -$12.5K | 0.04% | 179 |
|
|
2018
Q2 | $559K | Hold |
4,609
| – | – | 0.04% | 180 |
|
|
2018
Q1 | $553K | Sell |
4,609
-180
| -4% | -$21.6K | 0.04% | 183 |
|
|
2017
Q4 | $595K | Sell |
4,789
-115
| -2% | -$14.3K | 0.04% | 182 |
|
|
2017
Q3 | $581K | Sell |
4,904
-1,000
| -17% | -$118K | 0.05% | 185 |
|
|
2017
Q2 | $687K | Hold |
5,904
| – | – | 0.06% | 172 |
|
|
2017
Q1 | $679K | Buy |
5,904
+824
| +16% | +$94.8K | 0.06% | 173 |
|
|
2016
Q4 | $569K | Hold |
5,080
| – | – | 0.05% | 186 |
|
|
2016
Q3 | $537K | Buy |
5,080
+375
| +8% | +$39.6K | 0.06% | 170 |
|
|
2016
Q2 | $486K | Hold |
4,705
| – | – | 0.05% | 169 |
|
|
2016
Q1 | $465K | Buy |
4,705
+100
| +2% | +$9.88K | 0.05% | 170 |
|
|
2015
Q4 | $451K | Buy |
4,605
+2,429
| +112% | +$238K | 0.06% | 172 |
|
|
2015
Q3 | $203K | Buy |
2,176
+150
| +7% | +$14K | 0.03% | 197 |
|
|
2015
Q2 | $209K | Buy |
2,026
+235
| +13% | +$24.2K | 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% | -$600 | 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 | +$151K | 0.02% | 215 |
|