Farmers & Merchants Investments Inc’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
43,589
-172
| -0.4% | -$22.7K | 0.17% | 121 |
|
|
2025
Q1 | $5.51M | Buy |
43,761
+24
| +0.1% | +$3.02K | 0.18% | 120 |
|
|
2024
Q4 | $5.66M | Hold |
43,737
| – | – | 0.18% | 117 |
|
|
2024
Q3 | $5.78M | Sell |
43,737
-171
| -0.4% | -$22.6K | 0.18% | 119 |
|
|
2024
Q2 | $5.3M | Buy |
43,908
+470
| +1% | +$56.7K | 0.18% | 121 |
|
|
2024
Q1 | $5.44M | Sell |
43,438
-1,060
| -2% | -$133K | 0.18% | 119 |
|
|
2023
Q4 | $5.17M | Hold |
44,498
| – | – | 0.19% | 120 |
|
|
2023
Q3 | $4.64M | Sell |
44,498
-807
| -2% | -$84.2K | 0.18% | 124 |
|
|
2023
Q2 | $4.98M | Sell |
45,305
-718
| -2% | -$78.9K | 0.19% | 124 |
|
|
2023
Q1 | $4.89M | Buy |
46,023
+470
| +1% | +$49.9K | 0.19% | 121 |
|
|
2022
Q4 | $4.8M | Sell |
45,553
-1,397
| -3% | -$147K | 0.2% | 121 |
|
|
2022
Q3 | $4.51M | Buy |
46,950
+1,257
| +3% | +$121K | 0.2% | 117 |
|
|
2022
Q2 | $4.64M | Sell |
45,693
-82
| -0.2% | -$8.33K | 0.2% | 121 |
|
|
2022
Q1 | $5.48M | Buy |
45,775
+11,440
| +33% | +$1.37M | 0.21% | 116 |
|
|
2021
Q4 | $4.2M | Buy |
34,335
+6,290
| +22% | +$770K | 0.16% | 138 |
|
|
2021
Q3 | $3.18M | Buy |
28,045
+27,695
| +7,913% | +$3.14M | 0.13% | 147 |
|
|
2021
Q2 | $40K | Hold |
350
| – | – | ﹤0.01% | 388 |
|
|
2021
Q1 | $38K | Hold |
350
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $34K | Hold |
350
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $28K | Sell |
350
-145
| -29% | -$11.6K | ﹤0.01% | 388 |
|
|
2020
Q2 | $38K | Hold |
495
| – | – | ﹤0.01% | 342 |
|
|
2020
Q1 | $32K | Hold |
495
| – | – | ﹤0.01% | 334 |
|
|
2019
Q4 | $47K | Hold |
495
| – | – | ﹤0.01% | 327 |
|
|
2019
Q3 | $44K | Hold |
495
| – | – | ﹤0.01% | 331 |
|
|
2019
Q2 | $44K | Hold |
495
| – | – | ﹤0.01% | 337 |
|
|
2019
Q1 | $43K | Sell |
495
-145
| -23% | -$12.6K | ﹤0.01% | 333 |
|
|
2018
Q4 | $49K | Hold |
640
| – | – | ﹤0.01% | 308 |
|
|
2018
Q3 | $58K | Hold |
640
| – | – | ﹤0.01% | 306 |
|
|
2018
Q2 | $57K | Hold |
640
| – | – | ﹤0.01% | 310 |
|
|
2018
Q1 | $55K | Hold |
640
| – | – | ﹤0.01% | 311 |
|
|
2017
Q4 | $57K | Hold |
640
| – | – | ﹤0.01% | 315 |
|
|
2017
Q3 | $54K | Hold |
640
| – | – | ﹤0.01% | 309 |
|
|
2017
Q2 | $54K | Hold |
640
| – | – | ﹤0.01% | 324 |
|
|
2017
Q1 | $53K | Hold |
640
| – | – | ﹤0.01% | 305 |
|
|
2016
Q4 | $51K | Hold |
640
| – | – | ﹤0.01% | 335 |
|
|
2016
Q3 | $49K | Hold |
640
| – | – | 0.01% | 292 |
|
|
2016
Q2 | $48K | Hold |
640
| – | – | 0.01% | 274 |
|
|
2016
Q1 | $45K | Hold |
640
| – | – | 0.01% | 279 |
|
|
2015
Q4 | $44K | Buy |
640
+150
| +31% | +$10.3K | 0.01% | 290 |
|
|
2015
Q3 | $33K | Buy |
490
+20
| +4% | +$1.35K | ﹤0.01% | 315 |
|
|
2015
Q2 | $35K | Hold |
470
| – | – | ﹤0.01% | 318 |
|
|
2015
Q1 | $35K | Hold |
470
| – | – | ﹤0.01% | 328 |
|
|
2014
Q4 | $35K | Hold |
470
| – | – | ﹤0.01% | 325 |
|
|
2014
Q3 | $33K | Buy |
470
+17
| +4% | +$1.19K | ﹤0.01% | 324 |
|
|
2014
Q2 | $33K | Hold |
453
| – | – | ﹤0.01% | 327 |
|
|
2014
Q1 | $31K | Hold |
453
| – | – | ﹤0.01% | 336 |
|
|
2013
Q4 | $30K | Hold |
453
| – | – | ﹤0.01% | 344 |
|
|
2013
Q3 | $28K | Hold |
453
| – | – | ﹤0.01% | 347 |
|
|
2013
Q2 | $26K | Buy |
+453
| New | +$26K | ﹤0.01% | 351 |
|