Farmers & Merchants Investments Inc’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
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% | -$37.9K | 0.06% | 166 |
|
2024
Q3 | $2.02M | Buy |
12,089
+11
| +0.1% | +$1.84K | 0.06% | 164 |
|
2024
Q2 | $1.84M | Buy |
12,078
+205
| +2% | +$31.2K | 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% | -$54.2K | 0.06% | 163 |
|
2023
Q2 | $1.73M | Sell |
12,273
-1,670
| -12% | -$235K | 0.07% | 165 |
|
2023
Q1 | $1.91M | Buy |
13,943
+2,133
| +18% | +$292K | 0.08% | 163 |
|
2022
Q4 | $1.64M | Hold |
11,810
| – | – | 0.07% | 170 |
|
2022
Q3 | $1.52M | Buy |
11,810
+325
| +3% | +$41.9K | 0.07% | 171 |
|
2022
Q2 | $1.56M | Sell |
11,485
-90
| -0.8% | -$12.3K | 0.07% | 173 |
|
2022
Q1 | $1.87M | Buy |
11,575
+2,675
| +30% | +$432K | 0.07% | 175 |
|
2021
Q4 | $1.48M | Buy |
8,900
+2,575
| +41% | +$428K | 0.06% | 186 |
|
2021
Q3 | $1.01M | Buy |
6,325
+5,865
| +1,275% | +$939K | 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% | +$19.8K | ﹤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% | -$10.5K | ﹤0.01% | 373 |
|
2016
Q4 | $37K | Hold |
309
| – | – | ﹤0.01% | 369 |
|
2016
Q3 | $32K | Buy |
309
+100
| +48% | +$10.4K | ﹤0.01% | 326 |
|
2016
Q2 | $20K | Sell |
209
-75
| -26% | -$7.18K | ﹤0.01% | 362 |
|
2016
Q1 | $26K | Buy |
284
+75
| +36% | +$6.87K | ﹤0.01% | 333 |
|
2015
Q4 | $19K | Hold |
209
| – | – | ﹤0.01% | 381 |
|
2015
Q3 | $19K | Buy |
209
+15
| +8% | +$1.36K | ﹤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% | +$3.71K | ﹤0.01% | 409 |
|
2014
Q2 | $16K | Sell |
154
-15
| -9% | -$1.56K | ﹤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 | +$15K | ﹤0.01% | 424 |
|