Mercer Global Advisors
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Mercer Global Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mercer Global Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17M Buy
115,387
+8,917
+8% +$1.26M 0.02% 408
2026
Q1 		$14.1M Buy
106,470
+63,172
+146% +$8.65M 0.02% 410
2025
Q4 		$5.7M Sell
43,298
-2,108
-5% -$274K 0.01% 672
2025
Q3 		$5.89M Sell
45,406
-4,666
-9% -$597K 0.01% 614
2025
Q2 		$6.19M Buy
50,072
+6,125
+14% +$721K 0.01% 514
2025
Q1 		$5.26M Sell
43,947
-212
-0.5% -$26.5K 0.01% 525
2024
Q4 		$5.52M Sell
44,159
-683
-2% -$87.2K 0.01% 516
2024
Q3 		$5.5M Sell
44,842
-870
-2% -$103K 0.01% 479
2024
Q2 		$4M Sell
45,712
-1,046
-2% -$119K 0.01% 513
2024
Q1 		$5.58M Sell
46,758
-17,406
-27% -$1.96M 0.02% 434
2023
Q4 		$7.32M Sell
64,164
-2,525
-4% -$260K 0.02% 375
2023
Q3 		$6.73M Sell
66,689
-6,831
-9% -$730K 0.03% 359
2023
Q2 		$7.88M Buy
73,520
+3,248
+5% +$330K 0.03% 343
2023
Q1 		$7.22M Sell
70,272
-10,965
-13% -$1.17M 0.03% 345
2022
Q4 		$8.19M Sell
81,237
-2,932
-3% -$293K 0.04% 311
2022
Q3 		$7.58M Buy
84,169
+4,674
+6% +$465K 0.05% 283
2022
Q2 		$7.5M Sell
79,495
-4,118
-5% -$420K 0.05% 273
2022
Q1 		$9.17M Buy
83,613
+359
+0.4% +$38.7K 0.05% 243
2021
Q4 		$9.21M Buy
83,254
+3,327
+4% +$362K 0.06% 248
2021
Q3 		$8.24M Buy
79,927
+3,168
+4% +$333K 0.06% 263
2021
Q2 		$8.09M Sell
76,759
-10,191
-12% -$1.09M 0.06% 240
2021
Q1 		$8.86M Buy
86,950
+80,714
+1,294% +$7.71M 0.08% 199
2020
Q4 		$538K Sell
6,236
-7,972
-56% -$625K 0.01% 835
2020
Q3 		$479K Buy
14,208
+8,850
+165% +$611K 0.01% 791
2020
Q2 		$356K Sell
5,358
-440
-8% -$27.6K 0.01% 795
2020
Q1 		$318K Buy
5,798
+2,560
+79% +$192K 0.01% 787
2019
Q4 		$276K Sell
3,238
-272
-8% -$22.4K 0.01% 950
2019
Q3 		$280K Buy
3,510
+80
+2% +$6.3K 0.01% 914
2019
Q2 		$274K Buy
+3,430
New +$272K 0.01% 911

Other funds holding IJJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors's IJJ Position: Q2 2026 in Review

Mercer Global Advisors increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 8.4% in Q2 2026, buying an estimated $1.26M and bringing the position to 115,387 shares worth $17M. The position accounts for 0.02% of the portfolio, ranked #408.

Mercer Global Advisors first reported a position in IJJ in Q2 2019 and has held it in 29 quarters since. 879 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

  • Mercer Global Advisors held 115,387 shares of iShares S&P Mid-Cap 400 Value ETF worth $17M as of Q2 2026.
  • Mercer Global Advisors bought 8,917 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $1.26M.
  • iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #408 holding.
  • Mercer Global Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2019 and has held it in 29 quarters since.
  • 879 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.