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

Farmers & Merchants Investments Inc’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.62M Sell
41,859
-926
-2% -$97.4K 0.11% 136
2026
Q1 		$4.16M Sell
42,785
-31
-0.1% -$3.1K 0.11% 138
2025
Q4 		$4.12M Sell
42,816
-166
-0.4% -$16K 0.11% 137
2025
Q3 		$4.15M Hold
42,982
– – 0.12% 136
2025
Q2 		$3.95M Sell
42,982
-581
-1% -$50.2K 0.12% 137
2025
Q1 		$3.71M Sell
43,563
-659
-1% -$58.8K 0.12% 139
2024
Q4 		$3.91M Buy
44,222
+1,990
+5% +$181K 0.12% 132
2024
Q3 		$3.72M Buy
42,232
+6,692
+19% +$564K 0.12% 141
2024
Q2 		$2.88M Buy
35,540
+500
+1% +$40.7K 0.1% 148
2024
Q1 		$2.95M Sell
35,040
-171
-0.5% -$13.6K 0.1% 153
2023
Q4 		$2.74M Sell
35,211
-57
-0.2% -$4.05K 0.1% 153
2023
Q3 		$2.44M Sell
35,268
-256
-0.7% -$18.7K 0.1% 150
2023
Q2 		$2.59M Sell
35,524
-355
-1% -$24.7K 0.1% 149
2023
Q1 		$2.51M Sell
35,879
-15,376
-30% -$1.09M 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% -$5.34K 0.15% 137
2022
Q1 		$4.16M Sell
53,258
-10,473
-16% -$806K 0.16% 134
2021
Q4 		$5.29M Buy
63,731
+20,030
+46% +$1.64M 0.2% 119
2021
Q3 		$3.42M Buy
43,701
+32,871
+304% +$2.63M 0.14% 140
2021
Q2 		$858K Buy
10,830
+2,589
+31% +$201K 0.04% 178
2021
Q1 		$609K Hold
8,241
– – 0.03% 191
2020
Q4 		$565K Sell
8,241
-116
-1% -$7.39K 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% +$14.3K 0.03% 186
2019
Q4 		$483K Sell
8,097
-2,527
-24% -$145K 0.03% 188
2019
Q3 		$594K Hold
10,624
– – 0.04% 179
2019
Q2 		$594K Sell
10,624
-750
-7% -$41.1K 0.04% 183
2019
Q1 		$614K Hold
11,374
– – 0.04% 178
2018
Q4 		$529K Sell
11,374
-978
-8% -$49.3K 0.04% 172
2018
Q3 		$681K Buy
12,352
+440
+4% +$24.1K 0.05% 172
2018
Q2 		$632K Buy
11,912
+2,368
+25% +$125K 0.05% 174
2018
Q1 		$493K Sell
9,544
-840
-8% -$44.3K 0.04% 188
2017
Q4 		$540K Sell
10,384
-1,328
-11% -$67.4K 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% -$15.6K 0.05% 183
2016
Q4 		$539K Hold
12,048
– – 0.05% 189
2016
Q3 		$525K Sell
12,048
-1,840
-13% -$79.8K 0.06% 172
2016
Q2 		$584K Sell
13,888
-172
-1% -$7.1K 0.07% 163
2016
Q1 		$573K Sell
14,060
-400
-3% -$15.2K 0.07% 164
2015
Q4 		$579K Sell
14,460
-460
-3% -$18.7K 0.07% 163
2015
Q3 		$580K Sell
14,920
-1,272
-8% -$52.7K 0.08% 159
2015
Q2 		$689K Sell
16,192
-5,420
-25% -$236K 0.09% 155
2015
Q1 		$935K Buy
21,612
+5,928
+38% +$252K 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% +$46.8K 0.08% 156
2014
Q1 		$560K Sell
14,484
-220
-1% -$8.34K 0.08% 156
2013
Q4 		$551K Sell
14,704
-196
-1% -$7.08K 0.08% 155
2013
Q3 		$518K Sell
14,900
-4,624
-24% -$158K 0.08% 156
2013
Q2 		$634K Buy
+19,524
New +$633K 0.1% 149

Other funds holding IWR

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Farmers & Merchants Investments Inc reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.2% in Q2 2026, selling an estimated $97.4K and leaving 41,859 shares worth $4.62M. The position accounts for 0.11% of the portfolio, ranked #136.

Farmers & Merchants Investments Inc first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.29M in Q4 2021. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 41,859 shares of iShares Russell Mid-Cap ETF worth $4.62M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 926 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $97.4K.
  • iShares Russell Mid-Cap ETF made up 0.11% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #136 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's iShares Russell Mid-Cap ETF position peaked at $5.29M in Q4 2021.
  • 1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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