Mercer Capital Advisers’s iShares Russell 2000 ETF IWM Stock Holding History

Mercer Capital Advisers’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
2021 Q3	$496K	Hold	2,266	–	–	0.27%	59
2021 Q2	$520K	Hold	2,266	–	–	0.26%	62
2021 Q1	$501K	Hold	2,266	–	–	0.27%	58
2020 Q4	$444K	Hold	2,266	–	–	0.25%	59
2020 Q3	$339K	Hold	2,266	–	–	0.21%	61
2020 Q2	$324K	Hold	2,266	–	–	0.21%	65
2020 Q1	$259K	Hold	2,266	–	–	0.19%	67
2019 Q4	$373K	Hold	2,266	–	–	0.22%	64
2019 Q3	$343K	Hold	2,266	–	–	0.22%	67
2019 Q2	$352K	Hold	2,266	–	–	0.23%	66
2019 Q1	$347K	Hold	2,266	–	–	0.23%	66
2018 Q4	$303K	Hold	2,266	–	–	0.22%	64
2018 Q3	$382K	Hold	2,266	–	–	0.25%	62
2018 Q2	$371K	Hold	2,266	–	–	0.27%	61
2018 Q1	$344K	Hold	2,266	–	–	0.25%	64
2017 Q4	$345K	Hold	2,266	–	–	0.25%	65
2017 Q3	$336K	Hold	2,266	–	–	0.25%	68
2017 Q2	$319K	Hold	2,266	–	–	0.24%	70
2017 Q1	$312K	Hold	2,266	–	–	0.24%	70
2016 Q4	$306K	Hold	2,266	–	–	0.24%	71
2016 Q3	$281K	Hold	2,266	–	–	0.23%	72
2016 Q2	$261K	Hold	2,266	–	–	0.21%	77
2016 Q1	$251K	Hold	2,266	–	–	0.21%	75
2015 Q4	$255K	Hold	2,266	–	–	0.22%	78
2015 Q3	$247K	Hold	2,266	–	–	0.23%	73
2015 Q2	$283K	Hold	2,266	–	–	0.25%	72
2015 Q1	$282K	Hold	2,266	–	–	0.25%	72
2014 Q4	$271K	Buy	+2,266	New	+$259K	0.24%	72

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Capital Advisers's IWM Position: Q3 2021 in Review

Mercer Capital Advisers held its iShares Russell 2000 ETF (IWM) position steady in Q3 2021 at 2,266 shares worth $496K. The position accounts for 0.27% of the portfolio, ranked #59.

Mercer Capital Advisers first reported a position in IWM in Q4 2014 and has held it in 28 quarters since. The position peaked at $520K in Q2 2021. 1,813 funds tracked by Wall St. Rank hold IWM as of Q3 2021.

Mercer Capital Advisers held 2,266 shares of iShares Russell 2000 ETF worth $496K as of Q3 2021.
Mercer Capital Advisers left its iShares Russell 2000 ETF share count unchanged in Q3 2021.
iShares Russell 2000 ETF made up 0.27% of Mercer Capital Advisers's portfolio in Q3 2021, its #59 holding.
Mercer Capital Advisers first reported a position in iShares Russell 2000 ETF in Q4 2014 and has held it in 28 quarters since.
Mercer Capital Advisers's iShares Russell 2000 ETF position peaked at $520K in Q2 2021.
1,813 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2021.

Based on Mercer Capital Advisers's 13F filing for Q3 2021, filed 27 Oct 2021.