Farmers & Merchants Investments Inc’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
42,982
-581
| -1% | -$53.4K | 0.12% | 137 |
|
|
2025
Q1 | $3.71M | Sell |
43,563
-659
| -1% | -$56.1K | 0.12% | 139 |
|
|
2024
Q4 | $3.91M | Buy |
44,222
+1,990
| +5% | +$176K | 0.12% | 132 |
|
|
2024
Q3 | $3.72M | Buy |
42,232
+6,692
| +19% | +$590K | 0.12% | 141 |
|
|
2024
Q2 | $2.88M | Buy |
35,540
+500
| +1% | +$40.5K | 0.1% | 148 |
|
|
2024
Q1 | $2.95M | Sell |
35,040
-171
| -0.5% | -$14.4K | 0.1% | 153 |
|
|
2023
Q4 | $2.74M | Sell |
35,211
-57
| -0.2% | -$4.43K | 0.1% | 153 |
|
|
2023
Q3 | $2.44M | Sell |
35,268
-256
| -0.7% | -$17.7K | 0.1% | 150 |
|
|
2023
Q2 | $2.59M | Sell |
35,524
-355
| -1% | -$25.9K | 0.1% | 149 |
|
|
2023
Q1 | $2.51M | Sell |
35,879
-15,376
| -30% | -$1.08M | 0.1% | 149 |
|
|
2022
Q4 | $3.46M | Sell |
51,255
-1,928
| -4% | -$130K | 0.14% | 138 |
|
|
2022
Q3 | $3.31M | Hold |
53,183
| – | – | 0.15% | 134 |
|
|
2022
Q2 | $3.44M | Sell |
53,183
-75
| -0.1% | -$4.85K | 0.15% | 137 |
|
|
2022
Q1 | $4.16M | Sell |
53,258
-10,473
| -16% | -$817K | 0.16% | 134 |
|
|
2021
Q4 | $5.29M | Buy |
63,731
+20,030
| +46% | +$1.66M | 0.2% | 119 |
|
|
2021
Q3 | $3.42M | Buy |
43,701
+32,871
| +304% | +$2.57M | 0.14% | 140 |
|
|
2021
Q2 | $858K | Buy |
10,830
+2,589
| +31% | +$205K | 0.04% | 178 |
|
|
2021
Q1 | $609K | Hold |
8,241
| – | – | 0.03% | 191 |
|
|
2020
Q4 | $565K | Sell |
8,241
-116
| -1% | -$7.95K | 0.03% | 190 |
|
|
2020
Q3 | $480K | Hold |
8,357
| – | – | 0.03% | 188 |
|
|
2020
Q2 | $448K | Hold |
8,357
| – | – | 0.03% | 187 |
|
|
2020
Q1 | $361K | Buy |
8,357
+260
| +3% | +$11.2K | 0.03% | 186 |
|
|
2019
Q4 | $483K | Sell |
8,097
-2,527
| -24% | -$151K | 0.03% | 188 |
|
|
2019
Q3 | $594K | Hold |
10,624
| – | – | 0.04% | 179 |
|
|
2019
Q2 | $594K | Sell |
10,624
-750
| -7% | -$41.9K | 0.04% | 183 |
|
|
2019
Q1 | $614K | Hold |
11,374
| – | – | 0.04% | 178 |
|
|
2018
Q4 | $529K | Sell |
11,374
-978
| -8% | -$45.5K | 0.04% | 172 |
|
|
2018
Q3 | $681K | Buy |
12,352
+440
| +4% | +$24.3K | 0.05% | 172 |
|
|
2018
Q2 | $632K | Buy |
11,912
+2,368
| +25% | +$126K | 0.05% | 174 |
|
|
2018
Q1 | $493K | Sell |
9,544
-840
| -8% | -$43.4K | 0.04% | 188 |
|
|
2017
Q4 | $540K | Sell |
10,384
-1,328
| -11% | -$69.1K | 0.04% | 191 |
|
|
2017
Q3 | $577K | Hold |
11,712
| – | – | 0.05% | 186 |
|
|
2017
Q2 | $562K | Hold |
11,712
| – | – | 0.05% | 185 |
|
|
2017
Q1 | $548K | Sell |
11,712
-336
| -3% | -$15.7K | 0.05% | 183 |
|
|
2016
Q4 | $539K | Hold |
12,048
| – | – | 0.05% | 189 |
|
|
2016
Q3 | $525K | Sell |
12,048
-1,840
| -13% | -$80.2K | 0.06% | 172 |
|
|
2016
Q2 | $584K | Sell |
13,888
-172
| -1% | -$7.23K | 0.07% | 163 |
|
|
2016
Q1 | $573K | Sell |
14,060
-400
| -3% | -$16.3K | 0.07% | 164 |
|
|
2015
Q4 | $579K | Sell |
14,460
-460
| -3% | -$18.4K | 0.07% | 163 |
|
|
2015
Q3 | $580K | Sell |
14,920
-1,272
| -8% | -$49.4K | 0.08% | 159 |
|
|
2015
Q2 | $689K | Sell |
16,192
-5,420
| -25% | -$231K | 0.09% | 155 |
|
|
2015
Q1 | $935K | Buy |
21,612
+5,928
| +38% | +$256K | 0.12% | 145 |
|
|
2014
Q4 | $655K | Hold |
15,684
| – | – | 0.08% | 155 |
|
|
2014
Q3 | $621K | Hold |
15,684
| – | – | 0.08% | 157 |
|
|
2014
Q2 | $637K | Buy |
15,684
+1,200
| +8% | +$48.7K | 0.08% | 156 |
|
|
2014
Q1 | $560K | Sell |
14,484
-220
| -1% | -$8.51K | 0.08% | 156 |
|
|
2013
Q4 | $551K | Sell |
14,704
-196
| -1% | -$7.35K | 0.08% | 155 |
|
|
2013
Q3 | $518K | Sell |
14,900
-4,624
| -24% | -$161K | 0.08% | 156 |
|
|
2013
Q2 | $634K | Buy |
+19,524
| New | +$634K | 0.1% | 149 |
|