Mercer Global Advisors
IUSV icon

Mercer Global Advisors’s iShares Core S&P US Value ETF IUSV Stock Holding History

Mercer Global Advisors’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.1M Buy
79,237
+4,030
+5% +$423K 0.01% 579
2025
Q4 		$7.71M Sell
75,207
-10,929
-13% -$1.11M 0.01% 572
2025
Q3 		$8.61M Sell
86,136
-5,608
-6% -$546K 0.01% 501
2025
Q2 		$8.68M Sell
91,744
-256,550
-74% -$23.2M 0.02% 421
2025
Q1 		$32.1M Buy
348,294
+76,857
+28% +$7.21M 0.07% 157
2024
Q4 		$25.1M Buy
271,437
+212,360
+359% +$20.4M 0.06% 171
2024
Q3 		$5.62M Buy
59,077
+1,036
+2% +$95.3K 0.01% 474
2024
Q2 		$5.12M Sell
58,041
-2,930
-5% -$258K 0.01% 451
2024
Q1 		$5.51M Sell
60,971
-470
-0.8% -$40.5K 0.02% 440
2023
Q4 		$5.18M Sell
61,441
-5,451
-8% -$424K 0.02% 463
2023
Q3 		$4.99M Sell
66,892
-44,701
-40% -$3.51M 0.02% 437
2023
Q2 		$8.73M Buy
111,593
+64,937
+139% +$4.85M 0.03% 323
2023
Q1 		$3.44M Sell
46,656
-53,959
-54% -$3.97M 0.02% 521
2022
Q4 		$7.11M Buy
100,615
+2,674
+3% +$186K 0.04% 345
2022
Q3 		$6.13M Buy
97,941
+78,014
+391% +$5.39M 0.04% 328
2022
Q2 		$1.33M Buy
19,927
+8,478
+74% +$609K 0.01% 732
2022
Q1 		$869K Buy
11,449
+793
+7% +$59.4K 0.01% 953
2021
Q4 		$813K Sell
10,656
-224
-2% -$16.6K 0.01% 982
2021
Q3 		$771K Buy
10,880
+1,794
+20% +$130K 0.01% 983
2021
Q2 		$654K Buy
9,086
+1,387
+18% +$99.8K 0.01% 1023
2021
Q1 		$530K Buy
7,699
+4,369
+131% +$287K ﹤0.01% 1060
2020
Q4 		$207K Sell
3,330
-4,484
-57% -$263K ﹤0.01% 1223
2020
Q3 		$424K Buy
+7,814
New +$427K 0.01% 836
2020
Q1 		– Sell
-3,591
Closed -$226K – 1175
2019
Q4 		$226K Buy
+3,591
New +$217K ﹤0.01% 1032

Other funds holding IUSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core S&P US Value ETF (IUSV) stake by 5.4% in Q1 2026, buying an estimated $423K and bringing the position to 79,237 shares worth $8.1M. The position accounts for 0.01% of the portfolio, ranked #579.

Mercer Global Advisors first reported a position in IUSV in Q4 2019 and has held it in 24 quarters since. The position peaked at $32.1M in Q1 2025. 786 funds tracked by Wall St. Rank hold IUSV as of Q1 2026.

  • Mercer Global Advisors held 79,237 shares of iShares Core S&P US Value ETF worth $8.1M as of Q1 2026.
  • Mercer Global Advisors bought 4,030 iShares Core S&P US Value ETF shares in Q1 2026, an estimated $423K.
  • iShares Core S&P US Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #579 holding.
  • Mercer Global Advisors first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 24 quarters since.
  • Mercer Global Advisors's iShares Core S&P US Value ETF position peaked at $32.1M in Q1 2025.
  • 786 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q1 2026.

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