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Farmers & Merchants Investments Inc’s iShares US Technology ETF IYW Stock Holding History

Farmers & Merchants Investments Inc’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-37
Closed -$5K – 1798
2024
Q1 		$5K Buy
+37
New +$4.82K ﹤0.01% 753
2023
Q1 		– Sell
-18
Closed -$1.34K – 1770
2022
Q4 		$1.34K Buy
+18
New +$1.38K ﹤0.01% 1258

Other funds holding IYW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farmers & Merchants Investments Inc's IYW Position: Q2 2024 in Review

Farmers & Merchants Investments Inc sold out of iShares US Technology ETF (IYW) in Q2 2024, closing a stake of 37 shares — an estimated $5K sold.

Farmers & Merchants Investments Inc first reported a position in IYW in Q4 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2024. 1,030 funds tracked by Wall St. Rank hold IYW as of Q2 2024.

  • Farmers & Merchants Investments Inc reported no remaining iShares US Technology ETF position as of Q2 2024 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 37 iShares US Technology ETF shares in Q2 2024, an estimated $5K.
  • Farmers & Merchants Investments Inc first reported a position in iShares US Technology ETF in Q4 2022 and held it in 2 quarters.
  • Farmers & Merchants Investments Inc's iShares US Technology ETF position peaked at $5K in Q1 2024.
  • 1,030 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2024.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2024, filed 5 Aug 2024.