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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.13M	Buy	43,316 +117	+0.3%	+$18.5K	0.17%	114
2026 Q1	$6.3M	Hold	43,199	–	–	0.17%	117
2025 Q4	$6.09M	Sell	43,199 -124	-0.3%	-$17.3K	0.17%	118
2025 Q3	$6.05M	Sell	43,323 -266	-0.6%	-$36.4K	0.17%	119
2025 Q2	$5.76M	Sell	43,589 -172	-0.4%	-$21.6K	0.17%	121
2025 Q1	$5.51M	Buy	43,761 +24	+0.1%	+$3.13K	0.18%	120
2024 Q4	$5.66M	Hold	43,737	–	–	0.18%	117
2024 Q3	$5.78M	Sell	43,737 -171	-0.4%	-$21.6K	0.18%	119
2024 Q2	$5.3M	Buy	43,908 +470	+1%	+$57.1K	0.18%	121
2024 Q1	$5.44M	Sell	43,438 -1,060	-2%	-$125K	0.18%	119
2023 Q4	$5.17M	Hold	44,498	–	–	0.19%	120
2023 Q3	$4.64M	Sell	44,498 -807	-2%	-$88.9K	0.18%	124
2023 Q2	$4.98M	Sell	45,305 -718	-2%	-$75.6K	0.19%	124
2023 Q1	$4.89M	Buy	46,023 +470	+1%	+$51.3K	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%	+$134K	0.2%	117
2022 Q2	$4.64M	Sell	45,693 -82	-0.2%	-$9.17K	0.2%	121
2022 Q1	$5.48M	Buy	45,775 +11,440	+33%	+$1.35M	0.21%	116
2021 Q4	$4.2M	Buy	34,335 +6,290	+22%	+$751K	0.16%	138
2021 Q3	$3.18M	Buy	28,045 +27,695	+7,913%	+$3.21M	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%	-$11.7K	﹤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%	-$12.2K	﹤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%	+$10.5K	0.01%	290
2015 Q3	$33K	Buy	490 +20	+4%	+$1.42K	﹤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%	+$1.22K	﹤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	+$26.3K	﹤0.01%	351

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Farmers & Merchants Investments Inc increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.27% in Q2 2026, buying an estimated $18.5K and bringing the position to 43,316 shares worth $7.13M. The position accounts for 0.17% of the portfolio, ranked #114.

Farmers & Merchants Investments Inc first reported a position in IWS in Q2 2013 and has held it in 53 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Farmers & Merchants Investments Inc held 43,316 shares of iShares Russell Mid-Cap Value ETF worth $7.13M as of Q2 2026.
Farmers & Merchants Investments Inc bought 117 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $18.5K.
iShares Russell Mid-Cap Value ETF made up 0.17% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #114 holding.
Farmers & Merchants Investments Inc first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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