Farmers & Merchants Investments Inc’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-78	Closed	-$9K	–	735
2015 Q3	$9K	Hold	78	–	–	﹤0.01%	499
2015 Q2	$10K	Hold	78	–	–	﹤0.01%	507
2015 Q1	$10K	Hold	78	–	–	﹤0.01%	502
2014 Q4	$10K	Hold	78	–	–	﹤0.01%	494
2014 Q3	$9K	Hold	78	–	–	﹤0.01%	528
2014 Q2	$9K	Hold	78	–	–	﹤0.01%	525
2014 Q1	$9K	Hold	78	–	–	﹤0.01%	510
2013 Q4	$9K	Buy	+78	New	+$8.28K	﹤0.01%	518

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Farmers & Merchants Investments Inc's IWV Position: Q4 2015 in Review

Farmers & Merchants Investments Inc sold out of iShares Russell 3000 ETF (IWV) in Q4 2015, closing a stake of 78 shares — an estimated $9K sold.

Farmers & Merchants Investments Inc first reported a position in IWV in Q4 2013 and held it in 8 quarters. The position peaked at $10K in Q2 2015. 321 funds tracked by Wall St. Rank hold IWV as of Q4 2015.

Farmers & Merchants Investments Inc reported no remaining iShares Russell 3000 ETF position as of Q4 2015 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 78 iShares Russell 3000 ETF shares in Q4 2015, an estimated $9K.
Farmers & Merchants Investments Inc first reported a position in iShares Russell 3000 ETF in Q4 2013 and held it in 8 quarters.
Farmers & Merchants Investments Inc's iShares Russell 3000 ETF position peaked at $10K in Q2 2015.
321 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2015.

Based on Farmers & Merchants Investments Inc's 13F filing for Q4 2015, filed 2 Feb 2016.