Farmers & Merchants Trust Company’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$497K	Sell	2,327 -190	-8%	-$41.6K	0.12%	113
2025 Q4	$529K	Hold	2,517	–	–	0.12%	113
2025 Q3	$512K	Hold	2,517	–	–	0.11%	132
2025 Q2	$489K	Buy	2,517 +17	+0.7%	+$3.15K	0.1%	141
2025 Q1	$470K	Hold	2,500	–	–	0.12%	123
2024 Q4	$463K	Hold	2,500	–	–	0.11%	122
2024 Q3	$475K	Hold	2,500	–	–	0.12%	120
2024 Q2	$436K	Hold	2,500	–	–	0.11%	125
2024 Q1	$448K	Buy	2,500 +350	+16%	+$59.2K	0.11%	121
2023 Q4	$355K	Buy	2,150 +25	+1%	+$3.86K	0.09%	131
2023 Q3	$323K	Sell	2,125 -944	-31%	-$150K	0.1%	122
2023 Q2	$484K	Sell	3,069 -1,454	-32%	-$222K	0.13%	109
2023 Q1	$689K	Sell	4,523 -388	-8%	-$59.9K	0.19%	91
2022 Q4	$745K	Buy	4,911 +400	+9%	+$59.9K	0.21%	86
2022 Q3	$613K	Sell	4,511 -11	-0.2%	-$1.65K	0.19%	89
2022 Q2	$656K	Buy	4,522 +2	+0%	+$313	0.2%	85
2022 Q1	$750K	Sell	4,520 -2,394	-35%	-$393K	0.2%	84
2021 Q4	$1.16M	Sell	6,914 -20	-0.3%	-$3.28K	0.28%	63
2021 Q3	$1.08M	Buy	6,934 +50	+0.7%	+$8.02K	0.28%	64
2021 Q2	$1.09M	Sell	6,884 -12	-0.2%	-$1.9K	0.3%	63
2021 Q1	$1.04M	Sell	6,896 -209	-3%	-$30.2K	0.35%	60
2020 Q4	$971K	Buy	7,105 +1,694	+31%	+$217K	0.36%	57
2020 Q3	$639K	Buy	5,411 +900	+20%	+$107K	0.26%	71
2020 Q2	$508K	Buy	4,511 +1,000	+28%	+$110K	0.23%	81
2020 Q1	$348K	Sell	3,511 -140	-4%	-$17.4K	0.19%	89
2019 Q4	$498K	Buy	3,651 +140	+4%	+$18.5K	0.21%	87
2019 Q3	$450K	Buy	3,511 +150	+4%	+$19.1K	0.2%	93
2019 Q2	$428K	Sell	3,361 -25	-0.7%	-$3.13K	0.19%	95
2019 Q1	$418K	Sell	3,386 -245	-7%	-$29.4K	0.19%	93
2018 Q4	$403K	Buy	+3,631	New	+$435K	0.2%	92

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Farmers & Merchants Trust Company reduced its iShares Russell 1000 Value ETF (IWD) stake by 7.5% in Q1 2026, selling an estimated $41.6K and leaving 2,327 shares worth $497K. The position accounts for 0.12% of the portfolio, ranked #113.

Farmers & Merchants Trust Company first reported a position in IWD in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.16M in Q4 2021. 1,900 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Farmers & Merchants Trust Company held 2,327 shares of iShares Russell 1000 Value ETF worth $497K as of Q1 2026.
Farmers & Merchants Trust Company sold 190 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $41.6K.
iShares Russell 1000 Value ETF made up 0.12% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #113 holding.
Farmers & Merchants Trust Company first reported a position in iShares Russell 1000 Value ETF in Q4 2018 and has held it in 30 quarters since.
Farmers & Merchants Trust Company's iShares Russell 1000 Value ETF position peaked at $1.16M in Q4 2021.
1,900 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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