Farmers & Merchants Investments Inc’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.79M	Sell	17,242 -69	-0.4%	-$25.2K	0.16%	118
2026 Q1	$5.43M	Hold	17,311	–	–	0.15%	127
2025 Q4	$5.59M	Hold	17,311	–	–	0.15%	124
2025 Q3	$5.54M	Sell	17,311 -170	-1%	-$51.3K	0.16%	123
2025 Q2	$5M	Hold	17,481	–	–	0.15%	125
2025 Q1	$4.47M	Hold	17,481	–	–	0.14%	130
2024 Q4	$5.03M	Hold	17,481	–	–	0.16%	122
2024 Q3	$4.96M	Buy	17,481 +200	+1%	+$54.8K	0.15%	127
2024 Q2	$4.54M	Hold	17,281	–	–	0.15%	128
2024 Q1	$4.68M	Hold	17,281	–	–	0.16%	128
2023 Q4	$4.36M	Hold	17,281	–	–	0.16%	129
2023 Q3	$3.87M	Sell	17,281 -210	-1%	-$50.3K	0.15%	131
2023 Q2	$4.24M	Buy	17,491 +1,403	+9%	+$322K	0.16%	130
2023 Q1	$3.65M	Buy	16,088 +1,928	+14%	+$441K	0.15%	136
2022 Q4	$3.04M	Hold	14,160	–	–	0.12%	141
2022 Q3	$2.92M	Buy	14,160 +90	+0.6%	+$20.3K	0.13%	142
2022 Q2	$2.9M	Sell	14,070 -230	-2%	-$51.3K	0.12%	145
2022 Q1	$3.66M	Buy	14,300 +3,645	+34%	+$933K	0.14%	145
2021 Q4	$3.12M	Buy	10,655 +3,576	+51%	+$1.08M	0.12%	153
2021 Q3	$2.08M	Buy	7,079 +6,979	+6,979%	+$2.1M	0.09%	164
2021 Q2	$31K	Hold	100	–	–	﹤0.01%	422
2021 Q1	$30K	Hold	100	–	–	﹤0.01%	396
2020 Q4	$29K	Sell	100 -46	-32%	-$11.7K	﹤0.01%	396
2020 Q3	$32K	Hold	146	–	–	﹤0.01%	364
2020 Q2	$30K	Hold	146	–	–	﹤0.01%	367
2020 Q1	$23K	Hold	146	–	–	﹤0.01%	372
2019 Q4	$31K	Hold	146	–	–	﹤0.01%	370
2019 Q3	$28K	Hold	146	–	–	﹤0.01%	384
2019 Q2	$29K	Hold	146	–	–	﹤0.01%	367
2019 Q1	$29K	Hold	146	–	–	﹤0.01%	361
2018 Q4	$25K	Hold	146	–	–	﹤0.01%	368
2018 Q3	$31K	Sell	146 -15	-9%	-$3.2K	﹤0.01%	372
2018 Q2	$33K	Hold	161	–	–	﹤0.01%	367
2018 Q1	$31K	Hold	161	–	–	﹤0.01%	370
2017 Q4	$30K	Hold	161	–	–	﹤0.01%	378
2017 Q3	$29K	Hold	161	–	–	﹤0.01%	375
2017 Q2	$27K	Hold	161	–	–	﹤0.01%	398
2017 Q1	$26K	Sell	161 -88	-35%	-$14K	﹤0.01%	374
2016 Q4	$38K	Hold	249	–	–	﹤0.01%	365
2016 Q3	$37K	Hold	249	–	–	﹤0.01%	308
2016 Q2	$34K	Hold	249	–	–	﹤0.01%	303
2016 Q1	$33K	Hold	249	–	–	﹤0.01%	304
2015 Q4	$35K	Hold	249	–	–	﹤0.01%	316
2015 Q3	$33K	Buy	249 +10	+4%	+$1.48K	﹤0.01%	314
2015 Q2	$37K	Sell	239 -10	-4%	-$1.53K	﹤0.01%	312
2015 Q1	$38K	Hold	249	–	–	﹤0.01%	318
2014 Q4	$35K	Hold	249	–	–	﹤0.01%	324
2014 Q3	$32K	Buy	249 +45	+22%	+$6.03K	﹤0.01%	328
2014 Q2	$28K	Sell	204 -38	-16%	-$5K	﹤0.01%	355
2014 Q1	$33K	Hold	242	–	–	﹤0.01%	326
2013 Q4	$33K	Hold	242	–	–	﹤0.01%	335
2013 Q3	$30K	Hold	242	–	–	﹤0.01%	334
2013 Q2	$27K	Buy	+242	New	+$26.4K	﹤0.01%	343

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.4% in Q2 2026, selling an estimated $25.2K and leaving 17,242 shares worth $6.79M. The position accounts for 0.16% of the portfolio, ranked #118.

Farmers & Merchants Investments Inc first reported a position in IWO in Q2 2013 and has held it in 53 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Farmers & Merchants Investments Inc held 17,242 shares of iShares Russell 2000 Growth ETF worth $6.79M as of Q2 2026.
Farmers & Merchants Investments Inc sold 69 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $25.2K.
iShares Russell 2000 Growth ETF made up 0.16% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #118 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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