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Farmers & Merchants Investments Inc’s iShares US Energy ETF IYE Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.4K Buy
+1,208
New +$73.2K ﹤0.01% 421
2022
Q2 		– Sell
-291
Closed -$12K – 970
2022
Q1 		$12K Buy
+291
New +$10.7K ﹤0.01% 690

Other funds holding IYE

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HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SFC
Summit Financial Consulting Sterling Heights, Michigan $147M AUM 17.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $499M AUM 8.36% 1-Year Est. Return
UFF
USA FINANCIAL FORMULAS Ada, Michigan $546M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Farmers & Merchants Investments Inc opened a new position in iShares US Energy ETF (IYE) in Q2 2026: 1,208 shares worth $68.4K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: Farmers & Merchants Investments Inc previously reported a position in IYE as recently as Q1 2022.

Farmers & Merchants Investments Inc first reported a position in IYE in Q1 2022 and has held it in 2 quarters since. 200 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Farmers & Merchants Investments Inc held 1,208 shares of iShares US Energy ETF worth $68.4K as of Q2 2026.
  • iShares US Energy ETF was a new Farmers & Merchants Investments Inc position in Q2 2026.
  • iShares US Energy ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #421 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 2 quarters since.
  • 200 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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