Farmers & Merchants Trust Company’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $515K | Buy |
1,212
+1
| +0.1% | +$425 | 0.11% | 137 |
|
2025
Q1 | $437K | Hold |
1,211
| – | – | 0.11% | 126 |
|
2024
Q4 | $486K | Hold |
1,211
| – | – | 0.12% | 120 |
|
2024
Q3 | $455K | Hold |
1,211
| – | – | 0.11% | 124 |
|
2024
Q2 | $441K | Hold |
1,211
| – | – | 0.11% | 123 |
|
2024
Q1 | $408K | Sell |
1,211
-30
| -2% | -$10.1K | 0.1% | 130 |
|
2023
Q4 | $376K | Buy |
1,241
+15
| +1% | +$4.55K | 0.1% | 123 |
|
2023
Q3 | $326K | Sell |
1,226
-174
| -12% | -$46.3K | 0.1% | 121 |
|
2023
Q2 | $385K | Hold |
1,400
| – | – | 0.1% | 125 |
|
2023
Q1 | $342K | Buy |
1,400
+11
| +0.8% | +$2.69K | 0.09% | 129 |
|
2022
Q4 | $298K | Buy |
+1,389
| New | +$298K | 0.08% | 127 |
|
2022
Q2 | – | Sell |
-910
| Closed | -$253K | – | 168 |
|
2022
Q1 | $253K | Buy |
910
+21
| +2% | +$5.84K | 0.07% | 146 |
|
2021
Q4 | $272K | Hold |
889
| – | – | 0.07% | 145 |
|
2021
Q3 | $244K | Sell |
889
-22
| -2% | -$6.04K | 0.06% | 151 |
|
2021
Q2 | $247K | Hold |
911
| – | – | 0.07% | 149 |
|
2021
Q1 | $221K | Sell |
911
-480
| -35% | -$116K | 0.07% | 139 |
|
2020
Q4 | $335K | Buy |
1,391
+313
| +29% | +$75.4K | 0.12% | 110 |
|
2020
Q3 | $234K | Buy |
+1,078
| New | +$234K | 0.1% | 125 |
|