Farmers & Merchants Trust Co of Chambersburg PA’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$10K	–	441
2023 Q3	$10K	Hold	100	–	–	0.01%	294
2023 Q2	$11K	Hold	100	–	–	0.01%	285
2023 Q1	$11K	Hold	100	–	–	0.01%	271
2022 Q4	$11K	Hold	100	–	–	0.01%	268
2022 Q3	$10K	Hold	100	–	–	0.01%	256
2022 Q2	$10K	Hold	100	–	–	0.01%	265
2022 Q1	$12K	Hold	100	–	–	0.01%	250
2021 Q4	$12K	Hold	100	–	–	0.01%	256
2021 Q3	$11K	Sell	100 -100	-50%	-$11.6K	0.01%	255
2021 Q2	$23K	Buy	+200	New	+$22.9K	0.02%	227
2020 Q1	–	Sell	-700	Closed	-$66K	–	298
2019 Q4	$66K	Hold	700	–	–	0.05%	158
2019 Q3	$63K	Hold	700	–	–	0.05%	159
2019 Q2	$62K	Hold	700	–	–	0.05%	157
2019 Q1	$61K	Buy	+700	New	+$59K	0.05%	164

Other funds holding IWS

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's IWS Position: Q4 2023 in Review

Farmers & Merchants Trust Co of Chambersburg PA sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q4 2023, closing a stake of 100 shares — an estimated $10K sold.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in IWS in Q1 2019 and held it in 14 quarters. The position peaked at $66K in Q4 2019. 854 funds tracked by Wall St. Rank hold IWS as of Q4 2023.

Farmers & Merchants Trust Co of Chambersburg PA reported no remaining iShares Russell Mid-Cap Value ETF position as of Q4 2023 after selling out during the quarter.
Farmers & Merchants Trust Co of Chambersburg PA sold 100 iShares Russell Mid-Cap Value ETF shares in Q4 2023, an estimated $10K.
Farmers & Merchants Trust Co of Chambersburg PA first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and held it in 14 quarters.
Farmers & Merchants Trust Co of Chambersburg PA's iShares Russell Mid-Cap Value ETF position peaked at $66K in Q4 2019.
854 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2023.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q4 2023, filed 23 Jan 2024.