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Farmers & Merchants Trust Co of Chambersburg PA’s iShares S&P 500 Value ETF IVE Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-360
Closed -$70K – 341
2025
Q2 		$70K Buy
+360
New +$67.1K 0.02% 176

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LPL Financial
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's IVE Position: Q3 2025 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of iShares S&P 500 Value ETF (IVE) in Q3 2025, closing a stake of 360 shares — an estimated $70K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in IVE in Q2 2025 and held it in 1 quarter. The position peaked at $70K in Q2 2025. 1,573 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

  • Farmers & Merchants Trust Co of Chambersburg PA reported no remaining iShares S&P 500 Value ETF position as of Q3 2025 after selling out during the quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA sold 360 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $70K.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in iShares S&P 500 Value ETF in Q2 2025 and held it in 1 quarter.
  • Farmers & Merchants Trust Co of Chambersburg PA's iShares S&P 500 Value ETF position peaked at $70K in Q2 2025.
  • 1,573 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q3 2025, filed 27 Oct 2025.