Mercer Global Advisors’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mercer Global Advisors’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$203M	Buy	1,371,731 +46,182	+3%	+$6.34M	0.25%	56
2026 Q1	$165M	Sell	1,325,549 -516	-0%	-$65.6K	0.24%	53
2025 Q4	$159M	Buy	1,326,065 +243,100	+22%	+$29.1M	0.24%	53
2025 Q3	$129M	Buy	1,082,965 +679,403	+168%	+$78.1M	0.21%	63
2025 Q2	$43.6M	Sell	403,562 -58,450	-13%	-$6.04M	0.09%	120
2025 Q1	$47.8M	Buy	462,012 +39,752	+9%	+$4.49M	0.11%	106
2024 Q4	$48.7M	Sell	422,260 -91,292	-18%	-$10.9M	0.12%	100
2024 Q3	$59.4M	Buy	513,552 +5,775	+1%	+$652K	0.14%	90
2024 Q2	$53.5M	Buy	507,777 +110,416	+28%	+$11.8M	0.15%	91
2024 Q1	$45.4M	Buy	397,361 +2,625	+0.7%	+$279K	0.13%	109
2023 Q4	$42.7M	Sell	394,736 -28,948	-7%	-$2.79M	0.13%	111
2023 Q3	$40M	Sell	423,684 -105,421	-20%	-$10.5M	0.15%	91
2023 Q2	$52.7M	Buy	529,105 +56,537	+12%	+$5.38M	0.21%	76
2023 Q1	$45.6M	Sell	472,568 -93,792	-17%	-$9.38M	0.21%	77
2022 Q4	$53.6M	Buy	566,360 +30,238	+6%	+$2.9M	0.27%	63
2022 Q3	$46.7M	Buy	536,122 +59,803	+13%	+$5.81M	0.28%	60
2022 Q2	$44M	Sell	476,319 -6,418	-1%	-$638K	0.27%	63
2022 Q1	$52.1M	Buy	482,737 +96,584	+25%	+$10.4M	0.31%	54
2021 Q4	$44.2M	Buy	386,153 +5,906	+2%	+$673K	0.27%	59
2021 Q3	$41.5M	Buy	380,247 +34,678	+10%	+$3.82M	0.29%	58
2021 Q2	$39M	Sell	345,569 -12,271	-3%	-$1.37M	0.3%	61
2021 Q1	$38.8M	Buy	357,840 +335,518	+1,503%	+$35.1M	0.35%	50
2020 Q4	$2.05M	Buy	22,322 +2,398	+12%	+$197K	0.03%	413
2020 Q3	$1.4M	Buy	19,924 +6,571	+49%	+$471K	0.02%	471
2020 Q2	$912K	Sell	13,353 -10,506	-44%	-$663K	0.02%	501
2020 Q1	$1.34M	Buy	23,859 +1,420	+6%	+$106K	0.03%	400
2019 Q4	$1.88M	Buy	22,439 +646	+3%	+$52K	0.04%	360
2019 Q3	$1.7M	Sell	21,793 -9,229	-30%	-$715K	0.04%	336
2019 Q2	$2.43M	Buy	31,022 +4,680	+18%	+$363K	0.06%	243
2019 Q1	$2.03M	Buy	+26,342	New	+$2.02M	0.07%	230

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2026, buying an estimated $6.34M and bringing the position to 1,371,731 shares worth $203M. The position accounts for 0.25% of the portfolio, ranked #56.

Mercer Global Advisors first reported a position in IJR in Q1 2019 and has held it in 30 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Mercer Global Advisors held 1,371,731 shares of iShares Core S&P Small-Cap ETF worth $203M as of Q2 2026.
Mercer Global Advisors bought 46,182 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.34M.
iShares Core S&P Small-Cap ETF made up 0.25% of Mercer Global Advisors's portfolio in Q2 2026, its #56 holding.
Mercer Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 30 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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