Farmers & Merchants Investments Inc’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.7M	Sell	93,272 -229	-0.2%	-$31.6K	0.33%	75
2026 Q1	$12M	Hold	93,501	–	–	0.33%	83
2025 Q4	$12.8M	Sell	93,501 -128	-0.1%	-$17.9K	0.35%	77
2025 Q3	$13.3M	Buy	93,629 +601	+0.6%	+$84.9K	0.38%	72
2025 Q2	$12.9M	Sell	93,028 -720	-0.8%	-$91.1K	0.38%	79
2025 Q1	$11M	Buy	93,748 +28	+0%	+$3.6K	0.35%	84
2024 Q4	$11.9M	Sell	93,720 -60	-0.1%	-$7.63K	0.37%	81
2024 Q3	$11M	Buy	93,780 +3,095	+3%	+$346K	0.34%	87
2024 Q2	$10M	Sell	90,685 -2	-0%	-$220	0.33%	87
2024 Q1	$10.4M	Sell	90,687 -1,244	-1%	-$135K	0.35%	87
2023 Q4	$9.6M	Sell	91,931 -107	-0.1%	-$10.1K	0.35%	84
2023 Q3	$8.41M	Sell	92,038 -3,851	-4%	-$368K	0.33%	84
2023 Q2	$9.27M	Sell	95,889 -768	-0.8%	-$70K	0.35%	82
2023 Q1	$8.8M	Sell	96,657 -22,934	-19%	-$2.05M	0.35%	88
2022 Q4	$10M	Sell	119,591 -790	-0.7%	-$66.5K	0.41%	81
2022 Q3	$9.44M	Buy	120,381 +386	+0.3%	+$33.2K	0.43%	76
2022 Q2	$9.51M	Sell	119,995 -404	-0.3%	-$35.2K	0.41%	77
2022 Q1	$12.1M	Buy	120,399 +12,864	+12%	+$1.28M	0.46%	69
2021 Q4	$12.4M	Buy	107,535 +23,850	+28%	+$2.78M	0.46%	68
2021 Q3	$9.38M	Buy	83,685 +83,385	+27,795%	+$9.59M	0.4%	80
2021 Q2	$34K	Hold	300	–	–	﹤0.01%	407
2021 Q1	$31K	Hold	300	–	–	﹤0.01%	393
2020 Q4	$31K	Hold	300	–	–	﹤0.01%	388
2020 Q3	$26K	Sell	300 -184	-38%	-$15.5K	﹤0.01%	395
2020 Q2	$38K	Sell	484 -124	-20%	-$8.99K	﹤0.01%	341
2020 Q1	$37K	Buy	608 +124	+26%	+$9.04K	﹤0.01%	316
2019 Q4	$37K	Hold	484	–	–	﹤0.01%	353
2019 Q3	$34K	Hold	484	–	–	﹤0.01%	355
2019 Q2	$35K	Hold	484	–	–	﹤0.01%	351
2019 Q1	$33K	Sell	484 -160	-25%	-$10.3K	﹤0.01%	347
2018 Q4	$37K	Hold	644	–	–	﹤0.01%	333
2018 Q3	$44K	Sell	644 -56	-8%	-$3.72K	﹤0.01%	337
2018 Q2	$44K	Hold	700	–	–	﹤0.01%	341
2018 Q1	$43K	Hold	700	–	–	﹤0.01%	337
2017 Q4	$42K	Hold	700	–	–	﹤0.01%	344
2017 Q3	$40K	Hold	700	–	–	﹤0.01%	345
2017 Q2	$38K	Hold	700	–	–	﹤0.01%	361
2017 Q1	$36K	Sell	700 -434	-38%	-$22.2K	﹤0.01%	337
2016 Q4	$55K	Hold	1,134	–	–	0.01%	328
2016 Q3	$55K	Hold	1,134	–	–	0.01%	283
2016 Q2	$53K	Hold	1,134	–	–	0.01%	264
2016 Q1	$52K	Sell	1,134 -258	-19%	-$11.1K	0.01%	267
2015 Q4	$64K	Hold	1,392	–	–	0.01%	265
2015 Q3	$62K	Buy	1,392 +722	+108%	+$34.2K	0.01%	258
2015 Q2	$32K	Sell	670 -20	-3%	-$987	﹤0.01%	336
2015 Q1	$34K	Hold	690	–	–	﹤0.01%	332
2014 Q4	$32K	Hold	690	–	–	﹤0.01%	335
2014 Q3	$30K	Buy	690 +40	+6%	+$1.78K	﹤0.01%	336
2014 Q2	$29K	Hold	650	–	–	﹤0.01%	351
2014 Q1	$28K	Hold	650	–	–	﹤0.01%	355
2013 Q4	$27K	Hold	650	–	–	﹤0.01%	362
2013 Q3	$25K	Hold	650	–	–	﹤0.01%	364
2013 Q2	$23K	Buy	+650	New	+$23.2K	﹤0.01%	368

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

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

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

Farmers & Merchants Investments Inc reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.24% in Q2 2026, selling an estimated $31.6K and leaving 93,272 shares worth $13.7M. The position accounts for 0.33% of the portfolio, ranked #75.

Farmers & Merchants Investments Inc first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Farmers & Merchants Investments Inc held 93,272 shares of iShares Russell Mid-Cap Growth ETF worth $13.7M as of Q2 2026.
Farmers & Merchants Investments Inc sold 229 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $31.6K.
iShares Russell Mid-Cap Growth ETF made up 0.33% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #75 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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