Farmers & Merchants Investments Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $15.7M | Sell |
72,974
-668
| -0.9% | -$144K | 0.46% | 60 |
|
2025
Q1 | $14.7M | Sell |
73,642
-104
| -0.1% | -$20.7K | 0.47% | 66 |
|
2024
Q4 | $16.3M | Sell |
73,746
-359
| -0.5% | -$79.3K | 0.51% | 51 |
|
2024
Q3 | $16.4M | Buy |
74,105
+1,512
| +2% | +$334K | 0.51% | 49 |
|
2024
Q2 | $14.7M | Sell |
72,593
-202
| -0.3% | -$41K | 0.49% | 58 |
|
2024
Q1 | $15.3M | Sell |
72,795
-511
| -0.7% | -$107K | 0.52% | 58 |
|
2023
Q4 | $14.7M | Buy |
73,306
+1,401
| +2% | +$281K | 0.54% | 47 |
|
2023
Q3 | $12.7M | Sell |
71,905
-1,760
| -2% | -$311K | 0.5% | 56 |
|
2023
Q2 | $13.8M | Buy |
73,665
+365
| +0.5% | +$68.4K | 0.52% | 55 |
|
2023
Q1 | $13.1M | Sell |
73,300
-2,711
| -4% | -$484K | 0.52% | 57 |
|
2022
Q4 | $13.3M | Sell |
76,011
-1,648
| -2% | -$287K | 0.54% | 54 |
|
2022
Q3 | $12.8M | Sell |
77,659
-442
| -0.6% | -$72.9K | 0.58% | 45 |
|
2022
Q2 | $13.2M | Buy |
78,101
+115
| +0.1% | +$19.5K | 0.57% | 50 |
|
2022
Q1 | $16M | Sell |
77,986
-4,919
| -6% | -$1.01M | 0.61% | 46 |
|
2021
Q4 | $18.4M | Buy |
82,905
+4,573
| +6% | +$1.02M | 0.69% | 34 |
|
2021
Q3 | $17.1M | Buy |
78,332
+7,604
| +11% | +$1.66M | 0.72% | 35 |
|
2021
Q2 | $16.2M | Sell |
70,728
-433
| -0.6% | -$99.3K | 0.73% | 38 |
|
2021
Q1 | $15.7M | Sell |
71,161
-527
| -0.7% | -$116K | 0.75% | 34 |
|
2020
Q4 | $14.1M | Sell |
71,688
-5,465
| -7% | -$1.07M | 0.73% | 36 |
|
2020
Q3 | $11.6M | Sell |
77,153
-3,437
| -4% | -$515K | 0.69% | 40 |
|
2020
Q2 | $11.5M | Sell |
80,590
-56,901
| -41% | -$8.15M | 0.75% | 38 |
|
2020
Q1 | $15.7M | Sell |
137,491
-81,560
| -37% | -$9.34M | 1.2% | 16 |
|
2019
Q4 | $36.3M | Buy |
219,051
+8,151
| +4% | +$1.35M | 2.22% | 6 |
|
2019
Q3 | $31.9M | Buy |
210,900
+11,393
| +6% | +$1.72M | 2.01% | 6 |
|
2019
Q2 | $31M | Buy |
199,507
+9,960
| +5% | +$1.55M | 1.99% | 6 |
|
2019
Q1 | $29M | Buy |
189,547
+34,827
| +23% | +$5.33M | 1.94% | 7 |
|
2018
Q4 | $20.7M | Buy |
154,720
+5,172
| +3% | +$693K | 1.57% | 9 |
|
2018
Q3 | $25.2M | Buy |
149,548
+4,784
| +3% | +$806K | 1.72% | 8 |
|
2018
Q2 | $23.7M | Buy |
144,764
+4,854
| +3% | +$795K | 1.72% | 8 |
|
2018
Q1 | $21.2M | Buy |
139,910
+6,568
| +5% | +$997K | 1.6% | 9 |
|
2017
Q4 | $20.3M | Buy |
133,342
+6,765
| +5% | +$1.03M | 1.48% | 9 |
|
2017
Q3 | $18.8M | Buy |
126,577
+23,669
| +23% | +$3.51M | 1.48% | 10 |
|
2017
Q2 | $14.5M | Buy |
102,908
+15,880
| +18% | +$2.24M | 1.21% | 14 |
|
2017
Q1 | $12M | Buy |
87,028
+21,094
| +32% | +$2.9M | 1.06% | 18 |
|
2016
Q4 | $8.89M | Buy |
65,934
+10,729
| +19% | +$1.45M | 0.81% | 37 |
|
2016
Q3 | $6.86M | Buy |
55,205
+20,369
| +58% | +$2.53M | 0.72% | 43 |
|
2016
Q2 | $4.01M | Buy |
34,836
+18,547
| +114% | +$2.13M | 0.45% | 79 |
|
2016
Q1 | $1.8M | Buy |
16,289
+10,418
| +177% | +$1.15M | 0.21% | 126 |
|
2015
Q4 | $661K | Buy |
5,871
+1,680
| +40% | +$189K | 0.08% | 159 |
|
2015
Q3 | $458K | Buy |
4,191
+3,860
| +1,166% | +$422K | 0.06% | 166 |
|
2015
Q2 | $41K | Buy |
331
+174
| +111% | +$21.6K | 0.01% | 298 |
|
2015
Q1 | $20K | Hold |
157
| – | – | ﹤0.01% | 397 |
|
2014
Q4 | $19K | Buy |
157
+72
| +85% | +$8.71K | ﹤0.01% | 398 |
|
2014
Q3 | $9K | Hold |
85
| – | – | ﹤0.01% | 527 |
|
2014
Q2 | $10K | Hold |
85
| – | – | ﹤0.01% | 500 |
|
2014
Q1 | $10K | Hold |
85
| – | – | ﹤0.01% | 492 |
|
2013
Q4 | $10K | Hold |
85
| – | – | ﹤0.01% | 503 |
|
2013
Q3 | $9K | Sell |
85
-505
| -86% | -$53.5K | ﹤0.01% | 484 |
|
2013
Q2 | $57K | Buy |
+590
| New | +$57K | 0.01% | 276 |
|