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Farmers & Merchants Trust Company’s iShares S&P 500 Growth ETF IVW Stock Holding History

Farmers & Merchants Trust Company’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Buy
13,270
+2,200
+20% +$265K 0.35% 58
2025
Q4 		$1.36M Sell
11,070
-168
-1% -$20.6K 0.31% 59
2025
Q3 		$1.36M Sell
11,238
-208
-2% -$23.9K 0.29% 64
2025
Q2 		$1.26M Buy
11,446
+4,276
+60% +$423K 0.27% 69
2025
Q1 		$666K Sell
7,170
-100
-1% -$10.1K 0.17% 100
2024
Q4 		$738K Sell
7,270
-890
-11% -$88.8K 0.18% 90
2024
Q3 		$781K Sell
8,160
-1,340
-14% -$124K 0.19% 89
2024
Q2 		$879K Buy
+9,500
New +$819K 0.23% 76
2022
Q1 		– Sell
-3,100
Closed -$259K – 185
2021
Q4 		$259K Hold
3,100
– – 0.06% 150
2021
Q3 		$229K Sell
3,100
-200
-6% -$15.2K 0.06% 156
2021
Q2 		$240K Sell
3,300
-300
-8% -$20.8K 0.07% 153
2021
Q1 		$234K Hold
3,600
– – 0.08% 130
2020
Q4 		$230K Hold
3,600
– – 0.09% 135
2020
Q3 		$208K Buy
+3,600
New +$204K 0.09% 133

Other funds holding IVW

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Farmers & Merchants Trust Company increased its iShares S&P 500 Growth ETF (IVW) stake by 20% in Q1 2026, buying an estimated $265K and bringing the position to 13,270 shares worth $1.5M. The position accounts for 0.35% of the portfolio, ranked #58.

Farmers & Merchants Trust Company first reported a position in IVW in Q3 2020 and has held it in 14 quarters since. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Farmers & Merchants Trust Company held 13,270 shares of iShares S&P 500 Growth ETF worth $1.5M as of Q1 2026.
  • Farmers & Merchants Trust Company bought 2,200 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $265K.
  • iShares S&P 500 Growth ETF made up 0.35% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #58 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares S&P 500 Growth ETF in Q3 2020 and has held it in 14 quarters since.
  • 2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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