Farmers & Merchants Investments Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.62M	Hold	11,858	–	–	0.06%	165
2026 Q1	$2.25M	Hold	11,858	–	–	0.06%	164
2025 Q4	$2.15M	Hold	11,858	–	–	0.06%	170
2025 Q3	$2.1M	Hold	11,858	–	–	0.06%	168
2025 Q2	$1.87M	Hold	11,858	–	–	0.05%	171
2025 Q1	$1.79M	Hold	11,858	–	–	0.06%	169
2024 Q4	$1.95M	Sell	11,858 -231	-2%	-$39.4K	0.06%	166
2024 Q3	$2.02M	Buy	12,089 +11	+0.1%	+$1.79K	0.06%	164
2024 Q2	$1.84M	Buy	12,078 +205	+2%	+$31.4K	0.06%	167
2024 Q1	$1.89M	Hold	11,873	–	–	0.06%	165
2023 Q4	$1.84M	Hold	11,873	–	–	0.07%	162
2023 Q3	$1.61M	Sell	11,873 -400	-3%	-$57.4K	0.06%	163
2023 Q2	$1.73M	Sell	12,273 -1,670	-12%	-$226K	0.07%	165
2023 Q1	$1.91M	Buy	13,943 +2,133	+18%	+$309K	0.08%	163
2022 Q4	$1.64M	Hold	11,810	–	–	0.07%	170
2022 Q3	$1.52M	Buy	11,810 +325	+3%	+$47K	0.07%	171
2022 Q2	$1.56M	Sell	11,485 -90	-0.8%	-$13.4K	0.07%	173
2022 Q1	$1.87M	Buy	11,575 +2,675	+30%	+$426K	0.07%	175
2021 Q4	$1.48M	Buy	8,900 +2,575	+41%	+$429K	0.06%	186
2021 Q3	$1.01M	Buy	6,325 +5,865	+1,275%	+$942K	0.04%	197
2021 Q2	$76K	Hold	460	–	–	﹤0.01%	318
2021 Q1	$73K	Hold	460	–	–	﹤0.01%	300
2020 Q4	$61K	Hold	460	–	–	﹤0.01%	320
2020 Q3	$46K	Hold	460	–	–	﹤0.01%	331
2020 Q2	$45K	Hold	460	–	–	﹤0.01%	323
2020 Q1	$38K	Buy	460 +240	+109%	+$26.9K	﹤0.01%	313
2019 Q4	$28K	Hold	220	–	–	﹤0.01%	382
2019 Q3	$26K	Hold	220	–	–	﹤0.01%	396
2019 Q2	$27K	Hold	220	–	–	﹤0.01%	376
2019 Q1	$26K	Hold	220	–	–	﹤0.01%	372
2018 Q4	$24K	Hold	220	–	–	﹤0.01%	372
2018 Q3	$29K	Hold	220	–	–	﹤0.01%	378
2018 Q2	$29K	Hold	220	–	–	﹤0.01%	389
2018 Q1	$27K	Hold	220	–	–	﹤0.01%	390
2017 Q4	$28K	Hold	220	–	–	﹤0.01%	383
2017 Q3	$27K	Hold	220	–	–	﹤0.01%	383
2017 Q2	$26K	Hold	220	–	–	﹤0.01%	401
2017 Q1	$26K	Sell	220 -89	-29%	-$10.6K	﹤0.01%	373
2016 Q4	$37K	Hold	309	–	–	﹤0.01%	369
2016 Q3	$32K	Buy	309 +100	+48%	+$10.2K	﹤0.01%	326
2016 Q2	$20K	Sell	209 -75	-26%	-$7.14K	﹤0.01%	362
2016 Q1	$26K	Buy	284 +75	+36%	+$6.51K	﹤0.01%	333
2015 Q4	$19K	Hold	209	–	–	﹤0.01%	381
2015 Q3	$19K	Buy	209 +15	+8%	+$1.44K	﹤0.01%	380
2015 Q2	$20K	Hold	194	–	–	﹤0.01%	387
2015 Q1	$20K	Hold	194	–	–	﹤0.01%	398
2014 Q4	$20K	Hold	194	–	–	﹤0.01%	390
2014 Q3	$18K	Buy	194 +40	+26%	+$3.96K	﹤0.01%	409
2014 Q2	$16K	Sell	154 -15	-9%	-$1.49K	﹤0.01%	412
2014 Q1	$17K	Hold	169	–	–	﹤0.01%	417
2013 Q4	$17K	Hold	169	–	–	﹤0.01%	422
2013 Q3	$15K	Hold	169	–	–	﹤0.01%	418
2013 Q2	$15K	Buy	+169	New	+$14.3K	﹤0.01%	424

Other funds holding IWN

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

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

Farmers & Merchants Investments Inc held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 11,858 shares worth $2.62M. The position accounts for 0.06% of the portfolio, ranked #165.

Farmers & Merchants Investments Inc first reported a position in IWN in Q2 2013 and has held it in 53 quarters since. 697 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Farmers & Merchants Investments Inc held 11,858 shares of iShares Russell 2000 Value ETF worth $2.62M as of Q2 2026.
Farmers & Merchants Investments Inc left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.06% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #165 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 53 quarters since.
697 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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