FMC
IWM icon

First Merchants Corp’s iShares Russell 2000 ETF IWM Stock Holding History

First Merchants Corp’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
Q2 		$4.31M Sell
14,337
-769
-5% -$216K 0.15% 125
2026
Q1 		$3.75M Buy
15,106
+1,061
+8% +$274K 0.14% 131
2025
Q4 		$3.46M Buy
14,045
+1,248
+10% +$307K 0.13% 134
2025
Q3 		$3.1M Sell
12,797
-1,733
-12% -$398K 0.12% 140
2025
Q2 		$3.14M Sell
14,530
-2,363
-14% -$476K 0.12% 139
2025
Q1 		$3.37M Sell
16,893
-1,875
-10% -$407K 0.13% 139
2024
Q4 		$4.15M Sell
18,768
-4,050
-18% -$923K 0.16% 128
2024
Q3 		$5.04M Sell
22,818
-1,311
-5% -$281K 0.19% 122
2024
Q2 		$4.9M Sell
24,129
-2,149
-8% -$434K 0.2% 121
2024
Q1 		$5.53M Sell
26,278
-8,030
-23% -$1.6M 0.42% 83
2023
Q4 		$6.89M Sell
34,308
-7,107
-17% -$1.27M 0.56% 57
2023
Q3 		$7.32M Buy
41,415
+1,550
+4% +$291K 0.65% 50
2023
Q2 		$7.47M Buy
39,865
+1,090
+3% +$194K 0.63% 52
2023
Q1 		$6.92M Sell
38,775
-279
-0.7% -$51.4K 0.62% 55
2022
Q4 		$6.81M Buy
39,054
+79
+0.2% +$14.1K 0.62% 55
2022
Q3 		$6.43M Buy
38,975
+380
+1% +$69.3K 0.64% 47
2022
Q2 		$6.54M Buy
38,595
+194
+0.5% +$35.8K 0.65% 47
2022
Q1 		$7.88M Buy
38,401
+4,825
+14% +$984K 0.65% 49
2021
Q4 		$7.47M Sell
33,576
-593
-2% -$134K 0.58% 54
2021
Q3 		$7.47M Buy
34,169
+1,283
+4% +$284K 0.48% 51
2021
Q2 		$7.54M Sell
32,886
-2,165
-6% -$487K 0.49% 50
2021
Q1 		$7.74M Sell
35,051
-1,148
-3% -$251K 0.52% 48
2020
Q4 		$7.1M Buy
36,199
+6,185
+21% +$1.08M 0.49% 52
2020
Q3 		$4.5M Buy
30,014
+1,683
+6% +$253K 0.34% 69
2020
Q2 		$4.06M Sell
28,331
-7,871
-22% -$1.03M 0.34% 73
2020
Q1 		$4.14M Sell
36,202
-17,539
-33% -$2.61M 0.54% 57
2019
Q4 		$8.9M Sell
53,741
-3,248
-6% -$513K 0.91% 21
2019
Q3 		$8.62M Buy
56,989
+27,900
+96% +$4.26M 0.92% 23
2019
Q2 		$4.52M Buy
29,089
+1,726
+6% +$266K 0.72% 50
2019
Q1 		$4.19M Buy
27,363
+2,172
+9% +$326K 0.68% 55
2018
Q4 		$3.37M Sell
25,191
-2,587
-9% -$386K 0.65% 59
2018
Q3 		$4.68M Buy
27,778
+946
+4% +$160K 0.77% 47
2018
Q2 		$4.39M Sell
26,832
-268
-1% -$42.9K 0.76% 43
2018
Q1 		$4.12M Sell
27,100
-327
-1% -$50.5K 0.69% 50
2017
Q4 		$4.18M Buy
27,427
+577
+2% +$86.7K 0.71% 48
2017
Q3 		$3.98M Buy
26,850
+10,798
+67% +$1.52M 0.69% 47
2017
Q2 		$2.26M Buy
16,052
+1,841
+13% +$255K 0.63% 60
2017
Q1 		$1.95M Buy
14,211
+2,376
+20% +$325K 0.54% 65
2016
Q4 		$1.6M Sell
11,835
-25
-0.2% -$3.19K 0.47% 70
2016
Q3 		$1.47M Buy
11,860
+75
+0.6% +$9.12K 0.47% 71
2016
Q2 		$1.35M Sell
11,785
-200
-2% -$22.6K 0.45% 72
2016
Q1 		$1.33M Buy
11,985
+260
+2% +$26.9K 0.47% 70
2015
Q4 		$1.32M Sell
11,725
-221
-2% -$25.5K 0.47% 74
2015
Q3 		$1.3M Sell
11,946
-18,861
-61% -$2.24M 0.47% 77
2015
Q2 		$3.85M Buy
30,807
+18,990
+161% +$2.37M 1.2% 17
2015
Q1 		$1.47M Hold
11,817
– – 0.45% 76
2014
Q4 		$1.41M Hold
11,817
– – 0.44% 77
2014
Q3 		$1.29M Hold
11,817
– – 0.41% 84
2014
Q2 		$1.4M Buy
11,817
+105
+0.9% +$11.9K 0.44% 79
2014
Q1 		$1.36M Hold
11,712
– – 0.44% 78
2013
Q4 		$1.35M Hold
11,712
– – 0.44% 81
2013
Q3 		$1.25M Sell
11,712
-180
-2% -$18.6K 0.42% 85
2013
Q2 		$1.15M Buy
+11,892
New +$1.14M 0.41% 85

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SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return