Mercer Global Advisors
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Mercer Global Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Mercer Global Advisors’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.7M Sell
112,059
-40,445
-27% -$8.76M 0.04% 286
2025
Q4 		$26.6M Buy
152,504
+71,623
+89% +$15M 0.04% 270
2025
Q3 		$16.7M Sell
80,881
-3,026
-4% -$608K 0.03% 356
2025
Q2 		$16.4M Sell
83,907
-6,992
-8% -$1.3M 0.03% 284
2025
Q1 		$17.3M Buy
90,899
+2,191
+2% +$424K 0.04% 253
2024
Q4 		$16.9M Sell
88,708
-1,438
-2% -$285K 0.04% 245
2024
Q3 		$17.7M Sell
90,146
-4,002
-4% -$760K 0.04% 226
2024
Q2 		$17.1M Buy
94,148
+4,273
+5% +$778K 0.05% 213
2024
Q1 		$16.8M Sell
89,875
-118
-0.1% -$21K 0.05% 221
2023
Q4 		$15.6M Sell
89,993
-288
-0.3% -$46.3K 0.05% 223
2023
Q3 		$13.9M Sell
90,281
-2,844
-3% -$460K 0.05% 215
2023
Q2 		$15M Sell
93,125
-12,495
-12% -$1.92M 0.06% 210
2023
Q1 		$16M Sell
105,620
-21,401
-17% -$3.23M 0.07% 193
2022
Q4 		$18.4M Sell
127,021
-42,672
-25% -$6.09M 0.09% 168
2022
Q3 		$21.8M Sell
169,693
-4,684
-3% -$664K 0.13% 126
2022
Q2 		$24M Sell
174,377
-7,965
-4% -$1.18M 0.15% 111
2022
Q1 		$28.4M Buy
182,342
+156,612
+609% +$24.1M 0.17% 90
2021
Q4 		$4.03M Buy
25,730
+154
+0.6% +$23.4K 0.02% 420
2021
Q3 		$3.72M Sell
25,576
-3,089
-11% -$460K 0.03% 428
2021
Q2 		$4.23M Buy
28,665
+621
+2% +$91.5K 0.03% 361
2021
Q1 		$3.96M Buy
28,044
+14,586
+108% +$1.96M 0.04% 342
2020
Q4 		$1.72M Sell
13,458
-596
-4% -$72.1K 0.02% 460
2020
Q3 		$1.58M Sell
14,054
-57
-0.4% -$6.46K 0.02% 445
2020
Q2 		$1.53M Sell
14,111
-1,631
-10% -$173K 0.03% 381
2020
Q1 		$1.51M Buy
15,742
+1,940
+14% +$231K 0.03% 373
2019
Q4 		$1.8M Buy
13,802
+707
+5% +$88K 0.04% 369
2019
Q3 		$1.56M Buy
13,095
+112
+0.9% +$13.1K 0.04% 354
2019
Q2 		$1.51M Buy
12,983
+383
+3% +$43.9K 0.04% 348
2019
Q1 		$1.42M Buy
+12,600
New +$1.38M 0.05% 313

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 27% in Q1 2026, selling an estimated $8.76M and leaving 112,059 shares worth $23.7M. The position accounts for 0.04% of the portfolio, ranked #286.

Mercer Global Advisors first reported a position in IVE in Q1 2019 and has held it in 29 quarters since. The position peaked at $28.4M in Q1 2022. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Mercer Global Advisors held 112,059 shares of iShares S&P 500 Value ETF worth $23.7M as of Q1 2026.
  • Mercer Global Advisors sold 40,445 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $8.76M.
  • iShares S&P 500 Value ETF made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #286 holding.
  • Mercer Global Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares S&P 500 Value ETF position peaked at $28.4M in Q1 2022.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

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