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Farmers & Merchants Investments Inc’s iShares US Real Estate ETF IYR Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.4K Hold
170
– – ﹤0.01% 644
2026
Q1 		$16.1K Hold
170
– – ﹤0.01% 636
2025
Q4 		$16K Hold
170
– – ﹤0.01% 617
2025
Q3 		$16.5K Hold
170
– – ﹤0.01% 603
2025
Q2 		$16.1K Hold
170
– – ﹤0.01% 594
2025
Q1 		$16.3K Hold
170
– – ﹤0.01% 590
2024
Q4 		$15.8K Hold
170
– – ﹤0.01% 616
2024
Q3 		$17.3K Hold
170
– – ﹤0.01% 599
2024
Q2 		$14.9K Hold
170
– – ﹤0.01% 614
2024
Q1 		$15.3K Hold
170
– – ﹤0.01% 572
2023
Q4 		$15.5K Sell
170
-490
-74% -$40.1K ﹤0.01% 554
2023
Q3 		$51.6K Hold
660
– – ﹤0.01% 384
2023
Q2 		$57.1K Hold
660
– – ﹤0.01% 390
2023
Q1 		$56K Hold
660
– – ﹤0.01% 391
2022
Q4 		$55.6K Hold
660
– – ﹤0.01% 395
2022
Q3 		$54K Hold
660
– – ﹤0.01% 399
2022
Q2 		$61K Sell
660
-340
-34% -$33.9K ﹤0.01% 394
2022
Q1 		$108K Hold
1,000
– – ﹤0.01% 336
2021
Q4 		$116K Hold
1,000
– – ﹤0.01% 340
2021
Q3 		$102K Hold
1,000
– – ﹤0.01% 333
2021
Q2 		$102K Hold
1,000
– – ﹤0.01% 285
2021
Q1 		$92K Hold
1,000
– – ﹤0.01% 282
2020
Q4 		$86K Buy
+1,000
New +$83.3K ﹤0.01% 286
2015
Q4 		– Sell
-64
Closed -$5K – 736
2015
Q3 		$5K Hold
64
– – ﹤0.01% 589
2015
Q2 		$5K Hold
64
– – ﹤0.01% 613
2015
Q1 		$5K Hold
64
– – ﹤0.01% 625
2014
Q4 		$5K Hold
64
– – ﹤0.01% 594
2014
Q3 		$4K Hold
64
– – ﹤0.01% 629
2014
Q2 		$5K Hold
64
– – ﹤0.01% 592
2014
Q1 		$4K Hold
64
– – ﹤0.01% 606
2013
Q4 		$4K Buy
+64
New +$4.12K ﹤0.01% 621

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
COI
Connable Office Inc Kalamazoo, Michigan $1.14B AUM 24.79% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
DI
DDFG Inc Thousand Oaks, California $504M AUM 18.61% 1-Year Est. Return

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

Farmers & Merchants Investments Inc held its iShares US Real Estate ETF (IYR) position steady in Q2 2026 at 170 shares worth $17.4K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Farmers & Merchants Investments Inc first reported a position in IYR in Q4 2013 and has held it in 31 quarters since. The position peaked at $116K in Q4 2021. 288 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Farmers & Merchants Investments Inc held 170 shares of iShares US Real Estate ETF worth $17.4K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its iShares US Real Estate ETF share count unchanged in Q2 2026.
  • iShares US Real Estate ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #644 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares US Real Estate ETF in Q4 2013 and has held it in 31 quarters since.
  • Farmers & Merchants Investments Inc's iShares US Real Estate ETF position peaked at $116K in Q4 2021.
  • 288 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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