Mercer Global Advisors
IUSG icon

Mercer Global Advisors’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Mercer Global Advisors’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.7M Buy
25,004
+583
+2% +$105K 0.01% 906
2026
Q1 		$3.79M Buy
24,421
+2,263
+10% +$373K 0.01% 883
2025
Q4 		$3.72M Buy
22,158
+1,199
+6% +$200K 0.01% 830
2025
Q3 		$3.45M Sell
20,959
-341
-2% -$53.6K 0.01% 799
2025
Q2 		$3.2M Buy
21,300
+540
+3% +$73.2K 0.01% 713
2025
Q1 		$2.64M Sell
20,760
-1,194
-5% -$165K 0.01% 744
2024
Q4 		$3.06M Sell
21,954
-1,167
-5% -$160K 0.01% 685
2024
Q3 		$3.01M Buy
23,121
+345
+2% +$43.9K 0.01% 643
2024
Q2 		$2.91M Buy
22,776
+1,675
+8% +$200K 0.01% 604
2024
Q1 		$2.47M Sell
21,101
-2,689
-11% -$299K 0.01% 668
2023
Q4 		$2.48M Sell
23,790
-326
-1% -$32.1K 0.01% 668
2023
Q3 		$2.29M Sell
24,116
-12,044
-33% -$1.18M 0.01% 665
2023
Q2 		$3.53M Buy
36,160
+30,347
+522% +$2.78M 0.01% 550
2023
Q1 		$516K Sell
5,813
-35,756
-86% -$3.04M ﹤0.01% 1187
2022
Q4 		$3.39M Sell
41,569
-1,481
-3% -$124K 0.02% 539
2022
Q3 		$3.45M Buy
43,050
+37,533
+680% +$3.38M 0.02% 486
2022
Q2 		$462K Sell
5,517
-1,254
-19% -$115K ﹤0.01% 1187
2022
Q1 		$715K Sell
6,771
-1,461
-18% -$152K ﹤0.01% 1048
2021
Q4 		$952K Sell
8,232
-310
-4% -$34.6K 0.01% 907
2021
Q3 		$875K Buy
8,542
+977
+13% +$103K 0.01% 921
2021
Q2 		$764K Buy
7,565
+115
+2% +$11.1K 0.01% 955
2021
Q1 		$676K Buy
7,450
+1,772
+31% +$160K 0.01% 946
2020
Q4 		$504K Sell
5,678
-728
-11% -$61.2K 0.01% 855
2020
Q3 		$512K Buy
6,406
+3,362
+110% +$263K 0.01% 773
2020
Q2 		$219K Sell
3,044
-470
-13% -$31.2K ﹤0.01% 971
2020
Q1 		$201K Buy
3,514
+329
+10% +$21.7K ﹤0.01% 943
2019
Q4 		$215K Buy
+3,185
New +$206K ﹤0.01% 1055

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core S&P US Growth ETF (IUSG) stake by 2.4% in Q2 2026, buying an estimated $105K and bringing the position to 25,004 shares worth $4.7M. The position accounts for 0.01% of the portfolio, ranked #906.

Mercer Global Advisors first reported a position in IUSG in Q4 2019 and has held it in 27 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Mercer Global Advisors held 25,004 shares of iShares Core S&P US Growth ETF worth $4.7M as of Q2 2026.
  • Mercer Global Advisors bought 583 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $105K.
  • iShares Core S&P US Growth ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #906 holding.
  • Mercer Global Advisors first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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