Farmers & Merchants Trust Company’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.36M | Buy |
20,207
+622
| +3% | +$134K | 0.93% | 26 |
|
|
2025
Q1 | $3.91M | Sell |
19,585
-851
| -4% | -$170K | 0.99% | 24 |
|
|
2024
Q4 | $4.52M | Buy |
20,436
+1,018
| +5% | +$225K | 1.12% | 22 |
|
|
2024
Q3 | $4.29M | Hold |
19,418
| – | – | 1.05% | 23 |
|
|
2024
Q2 | $3.94M | Sell |
19,418
-1,058
| -5% | -$215K | 1.02% | 24 |
|
|
2024
Q1 | $4.31M | Buy |
20,476
+932
| +5% | +$196K | 1.06% | 21 |
|
|
2023
Q4 | $3.92M | Buy |
19,544
+29
| +0.1% | +$5.82K | 1.04% | 23 |
|
|
2023
Q3 | $3.45M | Buy |
19,515
+101
| +0.5% | +$17.9K | 1.02% | 24 |
|
|
2023
Q2 | $3.64M | Buy |
19,414
+52
| +0.3% | +$9.74K | 0.97% | 25 |
|
|
2023
Q1 | $3.45M | Buy |
19,362
+105
| +0.5% | +$18.7K | 0.96% | 26 |
|
|
2022
Q4 | $3.36M | Buy |
19,257
+67
| +0.3% | +$11.7K | 0.95% | 26 |
|
|
2022
Q3 | $3.17M | Sell |
19,190
-1,789
| -9% | -$295K | 0.99% | 25 |
|
|
2022
Q2 | $3.55M | Buy |
20,979
+86
| +0.4% | +$14.6K | 1.08% | 21 |
|
|
2022
Q1 | $4.29M | Buy |
20,893
+1,155
| +6% | +$237K | 1.12% | 21 |
|
|
2021
Q4 | $4.39M | Buy |
19,738
+176
| +0.9% | +$39.2K | 1.07% | 20 |
|
|
2021
Q3 | $4.28M | Sell |
19,562
-267
| -1% | -$58.4K | 1.12% | 20 |
|
|
2021
Q2 | $4.55M | Buy |
19,829
+716
| +4% | +$164K | 1.24% | 18 |
|
|
2021
Q1 | $4.22M | Sell |
19,113
-4,669
| -20% | -$1.03M | 1.42% | 18 |
|
|
2020
Q4 | $4.66M | Buy |
23,782
+9,992
| +72% | +$1.96M | 1.73% | 13 |
|
|
2020
Q3 | $2.07M | Sell |
13,790
-19,780
| -59% | -$2.96M | 0.84% | 31 |
|
|
2020
Q2 | $4.81M | Buy |
33,570
+20,127
| +150% | +$2.88M | 2.17% | 8 |
|
|
2020
Q1 | $1.54M | Sell |
13,443
-10,463
| -44% | -$1.2M | 0.83% | 30 |
|
|
2019
Q4 | $3.96M | Buy |
23,906
+2,376
| +11% | +$394K | 1.66% | 13 |
|
|
2019
Q3 | $3.26M | Buy |
21,530
+10,622
| +97% | +$1.61M | 1.43% | 17 |
|
|
2019
Q2 | $1.7M | Sell |
10,908
-163
| -1% | -$25.3K | 0.76% | 32 |
|
|
2019
Q1 | $1.69M | Buy |
11,071
+51
| +0.5% | +$7.8K | 0.77% | 32 |
|
|
2018
Q4 | $1.48M | Buy |
+11,020
| New | +$1.48M | 0.74% | 32 |
|