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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Farmers & Merchants Trust Company held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 6,518 shares worth $950K. The position accounts for 0.22% of the portfolio, ranked #75.

Farmers & Merchants Trust Company first reported a position in IWS in Q4 2018 and has held it in 30 quarters since. 990 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Farmers & Merchants Trust Company held 6,518 shares of iShares Russell Mid-Cap Value ETF worth $950K as of Q1 2026.
  • Farmers & Merchants Trust Company left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.22% of Farmers & Merchants Trust Company's portfolio in Q1 2026, its #75 holding.
  • Farmers & Merchants Trust Company first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2018 and has held it in 30 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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