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Farmers & Merchants Investments Inc’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-156
Closed -$10.5K – 1787
2023
Q2 		$10.5K Buy
+156
New +$10.3K ﹤0.01% 623

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Farmers & Merchants Investments Inc's IWX Position: Q3 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2023, closing a stake of 156 shares — an estimated $10.5K sold.

Farmers & Merchants Investments Inc first reported a position in IWX in Q2 2023 and held it in 1 quarter. The position peaked at $10.5K in Q2 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 156 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $10.5K.
  • Farmers & Merchants Investments Inc first reported a position in iShares Russell Top 200 Value ETF in Q2 2023 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares Russell Top 200 Value ETF position peaked at $10.5K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2023, filed 25 Oct 2023.