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Farmers & Merchants Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History

Farmers & Merchants Trust Company’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.4M Buy
21,786
+525
+2% +$135K 1.27% 21
2025
Q4 		$5.23M Buy
21,261
+986
+5% +$242K 1.2% 19
2025
Q3 		$4.91M Buy
20,275
+68
+0.3% +$15.6K 1.04% 26
2025
Q2 		$4.36M Buy
20,207
+622
+3% +$125K 0.93% 26
2025
Q1 		$3.91M Sell
19,585
-851
-4% -$185K 0.99% 24
2024
Q4 		$4.52M Buy
20,436
+1,018
+5% +$232K 1.12% 22
2024
Q3 		$4.29M Hold
19,418
– – 1.05% 23
2024
Q2 		$3.94M Sell
19,418
-1,058
-5% -$214K 1.02% 24
2024
Q1 		$4.31M Buy
20,476
+932
+5% +$186K 1.06% 21
2023
Q4 		$3.92M Buy
19,544
+29
+0.1% +$5.2K 1.04% 23
2023
Q3 		$3.45M Buy
19,515
+101
+0.5% +$19K 1.02% 24
2023
Q2 		$3.64M Buy
19,414
+52
+0.3% +$9.27K 0.97% 25
2023
Q1 		$3.45M Buy
19,362
+105
+0.5% +$19.3K 0.96% 26
2022
Q4 		$3.36M Buy
19,257
+67
+0.3% +$11.9K 0.95% 26
2022
Q3 		$3.17M Sell
19,190
-1,789
-9% -$326K 0.99% 25
2022
Q2 		$3.55M Buy
20,979
+86
+0.4% +$15.9K 1.08% 21
2022
Q1 		$4.29M Buy
20,893
+1,155
+6% +$236K 1.12% 21
2021
Q4 		$4.39M Buy
19,738
+176
+0.9% +$39.8K 1.07% 20
2021
Q3 		$4.28M Sell
19,562
-267
-1% -$59.2K 1.12% 20
2021
Q2 		$4.55M Buy
19,829
+716
+4% +$161K 1.24% 18
2021
Q1 		$4.22M Sell
19,113
-4,669
-20% -$1.02M 1.42% 18
2020
Q4 		$4.66M Buy
23,782
+9,992
+72% +$1.75M 1.73% 13
2020
Q3 		$2.06M Sell
13,790
-19,780
-59% -$2.98M 0.84% 31
2020
Q2 		$4.81M Buy
33,570
+20,127
+150% +$2.64M 2.17% 8
2020
Q1 		$1.54M Sell
13,443
-10,463
-44% -$1.56M 0.83% 30
2019
Q4 		$3.96M Buy
23,906
+2,376
+11% +$376K 1.66% 13
2019
Q3 		$3.26M Buy
21,530
+10,622
+97% +$1.62M 1.43% 17
2019
Q2 		$1.7M Sell
10,908
-163
-1% -$25.1K 0.76% 32
2019
Q1 		$1.69M Buy
11,071
+51
+0.5% +$7.66K 0.77% 32
2018
Q4 		$1.48M Buy
+11,020
New +$1.64M 0.74% 32

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Farmers & Merchants Trust Company increased its iShares Russell 2000 ETF (IWM) stake by 2.5% in Q1 2026, buying an estimated $135K and bringing the position to 21,786 shares worth $5.4M. The position accounts for 1.27% of the portfolio, ranked #21.

Farmers & Merchants Trust Company first reported a position in IWM in Q4 2018 and has held it in 30 quarters since. 2,569 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Farmers & Merchants Trust Company held 21,786 shares of iShares Russell 2000 ETF worth $5.4M as of Q1 2026.
  • Farmers & Merchants Trust Company bought 525 iShares Russell 2000 ETF shares in Q1 2026, an estimated $135K.
  • iShares Russell 2000 ETF made up 1.27% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #21 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,569 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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