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 Q2	$38.4M	Buy	168,907 +56,848	+51%	+$12.7M	0.05%	223
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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares S&P 500 Value ETF (IVE) stake by 51% in Q2 2026, buying an estimated $12.7M and bringing the position to 168,907 shares worth $38.4M. The position accounts for 0.05% of the portfolio, ranked #223.

Mercer Global Advisors first reported a position in IVE in Q1 2019 and has held it in 30 quarters since. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mercer Global Advisors held 168,907 shares of iShares S&P 500 Value ETF worth $38.4M as of Q2 2026.
Mercer Global Advisors bought 56,848 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $12.7M.
iShares S&P 500 Value ETF made up 0.05% of Mercer Global Advisors's portfolio in Q2 2026, its #223 holding.
Mercer Global Advisors first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 30 quarters since.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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