FMTC
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Farmers & Merchants Trust Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Farmers & Merchants Trust Company’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.23M Buy
2,984
+640
+27% +$466K 0.48% 42
2026
Q1 		$1.53M Sell
2,344
-24
-1% -$16.4K 0.36% 57
2025
Q4 		$1.62M Sell
2,368
-28
-1% -$19K 0.37% 51
2025
Q3 		$1.6M Buy
2,396
+86
+4% +$55.4K 0.34% 54
2025
Q2 		$1.43M Buy
2,310
+28
+1% +$16.1K 0.3% 63
2025
Q1 		$1.28M Hold
2,282
– – 0.32% 58
2024
Q4 		$1.34M Hold
2,282
– – 0.33% 56
2024
Q3 		$1.32M Sell
2,282
-93
-4% -$51.7K 0.32% 60
2024
Q2 		$1.3M Sell
2,375
-50
-2% -$26.3K 0.34% 59
2024
Q1 		$1.27M Buy
2,425
+49
+2% +$24.5K 0.31% 65
2023
Q4 		$1.13M Hold
2,376
– – 0.3% 63
2023
Q3 		$1.02M Hold
2,376
– – 0.3% 65
2023
Q2 		$1.06M Sell
2,376
-271
-10% -$114K 0.28% 69
2023
Q1 		$1.09M Sell
2,647
-12
-0.5% -$4.81K 0.3% 69
2022
Q4 		$1.02M Buy
2,659
+6
+0.2% +$2.31K 0.29% 67
2022
Q3 		$951K Sell
2,653
-20
-0.7% -$7.99K 0.3% 62
2022
Q2 		$1.01M Sell
2,673
-5
-0.2% -$2.06K 0.31% 61
2022
Q1 		$1.22M Hold
2,678
– – 0.32% 58
2021
Q4 		$1.28M Hold
2,678
– – 0.31% 57
2021
Q3 		$1.15M Hold
2,678
– – 0.3% 62
2021
Q2 		$1.15M Hold
2,678
– – 0.31% 61
2021
Q1 		$1.07M Hold
2,678
– – 0.36% 58
2020
Q4 		$1M Hold
2,678
– – 0.37% 55
2020
Q3 		$900K Buy
2,678
+540
+25% +$180K 0.37% 58
2020
Q2 		$662K Buy
2,138
+969
+83% +$285K 0.3% 68
2020
Q1 		$302K Hold
1,169
– – 0.16% 94
2019
Q4 		$378K Hold
1,169
– – 0.16% 99
2019
Q3 		$349K Hold
1,169
– – 0.15% 107
2019
Q2 		$345K Hold
1,169
– – 0.15% 105
2019
Q1 		$333K Buy
1,169
+367
+46% +$100K 0.15% 106
2018
Q4 		$202K Buy
+802
New +$218K 0.1% 131

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Farmers & Merchants Trust Company's IVV Position: Q2 2026 in Review

Farmers & Merchants Trust Company increased its iShares Core S&P 500 ETF (IVV) stake by 27% in Q2 2026, buying an estimated $466K and bringing the position to 2,984 shares worth $2.23M. The position accounts for 0.48% of the portfolio, ranked #42.

Farmers & Merchants Trust Company first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Farmers & Merchants Trust Company held 2,984 shares of iShares Core S&P 500 ETF worth $2.23M as of Q2 2026.
  • Farmers & Merchants Trust Company bought 640 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $466K.
  • iShares Core S&P 500 ETF made up 0.48% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #42 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.