Mercer Global Advisors
IJR icon

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
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors's IJR Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.04% in Q1 2026, selling an estimated $65.6K and leaving 1,325,549 shares worth $165M. The position accounts for 0.24% of the portfolio, ranked #53.

Mercer Global Advisors first reported a position in IJR in Q1 2019 and has held it in 29 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Mercer Global Advisors held 1,325,549 shares of iShares Core S&P Small-Cap ETF worth $165M as of Q1 2026.
  • Mercer Global Advisors sold 516 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $65.6K.
  • iShares Core S&P Small-Cap ETF made up 0.24% of Mercer Global Advisors's portfolio in Q1 2026, its #53 holding.
  • Mercer Global Advisors first reported a position in iShares Core S&P Small-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.