Farmers & Merchants Trust Company’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Farmers & Merchants Trust Company’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,102	Closed	-$558K	–	214
2025 Q2	$558K	Hold	5,102	–	–	0.12%	133
2025 Q1	$534K	Hold	5,102	–	–	0.14%	117
2024 Q4	$588K	Sell	5,102 -200	-4%	-$23.9K	0.15%	106
2024 Q3	$620K	Sell	5,302 -178	-3%	-$20.1K	0.15%	105
2024 Q2	$584K	Buy	5,480 +1,578	+40%	+$169K	0.15%	103
2024 Q1	$431K	Hold	3,902	–	–	0.11%	122
2023 Q4	$422K	Sell	3,902 -161	-4%	-$15.5K	0.11%	116
2023 Q3	$383K	Sell	4,063 -56	-1%	-$5.59K	0.11%	113
2023 Q2	$410K	Sell	4,119 -64	-2%	-$6.09K	0.11%	116
2023 Q1	$404K	Hold	4,183	–	–	0.11%	120
2022 Q4	$396K	Buy	4,183 +390	+10%	+$37.4K	0.11%	114
2022 Q3	$331K	Hold	3,793	–	–	0.1%	118
2022 Q2	$351K	Hold	3,793	–	–	0.11%	111
2022 Q1	$410K	Buy	3,793 +756	+25%	+$81.6K	0.11%	113
2021 Q4	$348K	Hold	3,037	–	–	0.08%	132
2021 Q3	$332K	Hold	3,037	–	–	0.09%	130
2021 Q2	$343K	Sell	3,037 -100	-3%	-$11.2K	0.09%	124
2021 Q1	$340K	Hold	3,137	–	–	0.11%	113
2020 Q4	$288K	Hold	3,137	–	–	0.11%	121
2020 Q3	$220K	Buy	+3,137	New	+$225K	0.09%	129

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Farmers & Merchants Trust Company's IJR Position: Q3 2025 in Review

Farmers & Merchants Trust Company sold out of iShares Core S&P Small-Cap ETF (IJR) in Q3 2025, closing a stake of 5,102 shares — an estimated $558K sold.

Farmers & Merchants Trust Company first reported a position in IJR in Q3 2020 and held it in 20 quarters. The position peaked at $620K in Q3 2024. 2,523 funds tracked by Wall St. Rank hold IJR as of Q3 2025.

Farmers & Merchants Trust Company reported no remaining iShares Core S&P Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
Farmers & Merchants Trust Company sold 5,102 iShares Core S&P Small-Cap ETF shares in Q3 2025, an estimated $558K.
Farmers & Merchants Trust Company first reported a position in iShares Core S&P Small-Cap ETF in Q3 2020 and held it in 20 quarters.
Farmers & Merchants Trust Company's iShares Core S&P Small-Cap ETF position peaked at $620K in Q3 2024.
2,523 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q3 2025, filed 27 Oct 2025.