Farmers & Merchants Trust Company’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$943K	Sell	5,730 -788	-12%	-$124K	0.2%	83
2026 Q1	$950K	Hold	6,518	–	–	0.22%	75
2025 Q4	$919K	Sell	6,518 -111	-2%	-$15.5K	0.21%	75
2025 Q3	$926K	Hold	6,629	–	–	0.2%	85
2025 Q2	$876K	Sell	6,629 -147	-2%	-$18.4K	0.19%	96
2025 Q1	$854K	Buy	6,776 +167	+3%	+$21.7K	0.22%	81
2024 Q4	$855K	Hold	6,609	–	–	0.21%	81
2024 Q3	$874K	Hold	6,609	–	–	0.21%	79
2024 Q2	$798K	Sell	6,609 -40	-0.6%	-$4.86K	0.21%	84
2024 Q1	$833K	Hold	6,649	–	–	0.21%	83
2023 Q4	$773K	Buy	6,649 +145	+2%	+$15.4K	0.2%	87
2023 Q3	$679K	Sell	6,504 -75	-1%	-$8.26K	0.2%	85
2023 Q2	$723K	Hold	6,579	–	–	0.19%	85
2023 Q1	$699K	Hold	6,579	–	–	0.19%	89
2022 Q4	$693K	Hold	6,579	–	–	0.2%	88
2022 Q3	$632K	Hold	6,579	–	–	0.2%	87
2022 Q2	$668K	Hold	6,579	–	–	0.2%	81
2022 Q1	$787K	Hold	6,579	–	–	0.2%	82
2021 Q4	$805K	Hold	6,579	–	–	0.2%	85
2021 Q3	$745K	Hold	6,579	–	–	0.2%	86
2021 Q2	$756K	Hold	6,579	–	–	0.21%	80
2021 Q1	$719K	Hold	6,579	–	–	0.24%	75
2020 Q4	$638K	Hold	6,579	–	–	0.24%	80
2020 Q3	$532K	Hold	6,579	–	–	0.22%	84
2020 Q2	$503K	Hold	6,579	–	–	0.23%	83
2020 Q1	$422K	Hold	6,579	–	–	0.23%	81
2019 Q4	$623K	Hold	6,579	–	–	0.26%	72
2019 Q3	$590K	Hold	6,579	–	–	0.26%	76
2019 Q2	$586K	Hold	6,579	–	–	0.26%	72
2019 Q1	$571K	Hold	6,579	–	–	0.26%	75
2018 Q4	$502K	Buy	+6,579	New	+$550K	0.25%	76

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Farmers & Merchants Trust Company's IWS Position: Q2 2026 in Review

Farmers & Merchants Trust Company reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 12% in Q2 2026, selling an estimated $124K and leaving 5,730 shares worth $943K. The position accounts for 0.2% of the portfolio, ranked #83.

Farmers & Merchants Trust Company first reported a position in IWS in Q4 2018 and has held it in 31 quarters since. The position peaked at $950K in Q1 2026. 1,050 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Farmers & Merchants Trust Company held 5,730 shares of iShares Russell Mid-Cap Value ETF worth $943K as of Q2 2026.
Farmers & Merchants Trust Company sold 788 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $124K.
iShares Russell Mid-Cap Value ETF made up 0.2% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #83 holding.
Farmers & Merchants Trust Company first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 31 quarters since.
Farmers & Merchants Trust Company's iShares Russell Mid-Cap Value ETF position peaked at $950K in Q1 2026.
1,050 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.