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Farmers & Merchants Trust Company’s iShares S&P 500 Value ETF IVE Stock Holding History

Farmers & Merchants Trust Company’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
2026
Q1 		$1.55M Buy
7,347
+1,355
+23% +$293K 0.36% 54
2025
Q4 		$1.27M Sell
5,992
-1,280
-18% -$268K 0.29% 62
2025
Q3 		$1.5M Sell
7,272
-121
-2% -$24.3K 0.32% 57
2025
Q2 		$1.44M Buy
7,393
+2,339
+46% +$436K 0.31% 62
2025
Q1 		$963K Sell
5,054
-50
-1% -$9.68K 0.24% 72
2024
Q4 		$974K Buy
5,104
+425
+9% +$84.3K 0.24% 72
2024
Q3 		$923K Sell
4,679
-22,640
-83% -$4.3M 0.23% 78
2024
Q2 		$4.97M Buy
27,319
+23,319
+583% +$4.25M 1.29% 21
2024
Q1 		$747K Hold
4,000
– – 0.18% 95
2023
Q4 		$696K Sell
4,000
-500
-11% -$80.4K 0.18% 91
2023
Q3 		$692K Sell
4,500
-100
-2% -$16.2K 0.2% 83
2023
Q2 		$741K Hold
4,600
– – 0.2% 84
2023
Q1 		$698K Sell
4,600
-987
-18% -$149K 0.19% 90
2022
Q4 		$811K Buy
5,587
+387
+7% +$55.2K 0.23% 77
2022
Q3 		$668K Hold
5,200
– – 0.21% 82
2022
Q2 		$715K Hold
5,200
– – 0.22% 79
2022
Q1 		$810K Hold
5,200
– – 0.21% 80
2021
Q4 		$814K Sell
5,200
-1,000
-16% -$152K 0.2% 83
2021
Q3 		$902K Sell
6,200
-87
-1% -$13K 0.24% 77
2021
Q2 		$928K Hold
6,287
– – 0.25% 73
2021
Q1 		$888K Hold
6,287
– – 0.3% 66
2020
Q4 		$805K Hold
6,287
– – 0.3% 65
2020
Q3 		$707K Hold
6,287
– – 0.29% 67
2020
Q2 		$680K Hold
6,287
– – 0.31% 67
2020
Q1 		$605K Hold
6,287
– – 0.33% 62
2019
Q4 		$818K Hold
6,287
– – 0.34% 61
2019
Q3 		$749K Hold
6,287
– – 0.33% 67
2019
Q2 		$733K Hold
6,287
– – 0.33% 65
2019
Q1 		$709K Hold
6,287
– – 0.32% 63
2018
Q4 		$636K Buy
+6,287
New +$688K 0.32% 63

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Farmers & Merchants Trust Company's IVE Position: Q1 2026 in Review

Farmers & Merchants Trust Company increased its iShares S&P 500 Value ETF (IVE) stake by 23% in Q1 2026, buying an estimated $293K and bringing the position to 7,347 shares worth $1.55M. The position accounts for 0.36% of the portfolio, ranked #54.

Farmers & Merchants Trust Company first reported a position in IVE in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.97M in Q2 2024. 1,706 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Farmers & Merchants Trust Company held 7,347 shares of iShares S&P 500 Value ETF worth $1.55M as of Q1 2026.
  • Farmers & Merchants Trust Company bought 1,355 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $293K.
  • iShares S&P 500 Value ETF made up 0.36% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #54 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares S&P 500 Value ETF in Q4 2018 and has held it in 30 quarters since.
  • Farmers & Merchants Trust Company's iShares S&P 500 Value ETF position peaked at $4.97M in Q2 2024.
  • 1,706 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q1 2026, filed 16 Apr 2026.