Mercer Global Advisors
IVV icon

Mercer Global Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Mercer Global Advisors’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$505M Buy
772,663
+59,504
+8% +$40.6M 0.75% 25
2025
Q4 		$489M Buy
713,159
+51,794
+8% +$35.2M 0.75% 26
2025
Q3 		$443M Sell
661,365
-21,006
-3% -$13.5M 0.74% 25
2025
Q2 		$424M Buy
682,371
+50,916
+8% +$29.2M 0.86% 24
2025
Q1 		$355M Buy
631,455
+33,638
+6% +$19.9M 0.81% 24
2024
Q4 		$352M Sell
597,817
-29,587
-5% -$17.5M 0.86% 23
2024
Q3 		$359M Sell
627,404
-23,629
-4% -$13.1M 0.84% 24
2024
Q2 		$356M Buy
651,033
+24,110
+4% +$12.7M 0.97% 23
2024
Q1 		$330M Buy
626,923
+125,769
+25% +$62.9M 0.94% 22
2023
Q4 		$239M Sell
501,154
-6,175
-1% -$2.76M 0.72% 31
2023
Q3 		$218M Sell
507,329
-57,883
-10% -$25.9M 0.83% 27
2023
Q2 		$252M Sell
565,212
-33,866
-6% -$14.3M 1% 22
2023
Q1 		$246M Sell
599,078
-6,609
-1% -$2.65M 1.12% 23
2022
Q4 		$233M Sell
605,687
-138,512
-19% -$53.5M 1.17% 22
2022
Q3 		$267M Buy
744,199
+9,222
+1% +$3.68M 1.58% 11
2022
Q2 		$279M Buy
734,977
+1,832
+0.2% +$754K 1.71% 11
2022
Q1 		$333M Buy
733,145
+7,394
+1% +$3.31M 1.96% 10
2021
Q4 		$346M Sell
725,751
-64,212
-8% -$29.6M 2.14% 9
2021
Q3 		$340M Buy
789,963
+278,588
+54% +$123M 2.38% 8
2021
Q2 		$220M Buy
511,375
+85,254
+20% +$35.7M 1.69% 10
2021
Q1 		$170M Buy
426,121
+23,947
+6% +$9.27M 1.54% 15
2020
Q4 		$151M Sell
402,174
-49
-0% -$17.4K 1.89% 13
2020
Q3 		$135M Buy
402,223
+16,518
+4% +$5.5M 2.03% 9
2020
Q2 		$119M Sell
385,705
-9,319
-2% -$2.74M 2.17% 9
2020
Q1 		$102M Sell
395,024
-8,200
-2% -$2.51M 2.25% 7
2019
Q4 		$130M Sell
403,224
-8,319
-2% -$2.57M 2.6% 3
2019
Q3 		$123M Sell
411,543
-9,231
-2% -$2.74M 2.89% 2
2019
Q2 		$124M Sell
420,774
-18,223
-4% -$5.28M 3.29% 1
2019
Q1 		$125M Buy
+438,997
New +$120M 4.49% 1

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 8.3% in Q1 2026, buying an estimated $40.6M and bringing the position to 772,663 shares worth $505M. The position accounts for 0.75% of the portfolio, ranked #25.

Mercer Global Advisors first reported a position in IVV in Q1 2019 and has held it in 29 quarters since. 3,979 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Mercer Global Advisors held 772,663 shares of iShares Core S&P 500 ETF worth $505M as of Q1 2026.
  • Mercer Global Advisors bought 59,504 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $40.6M.
  • iShares Core S&P 500 ETF made up 0.75% of Mercer Global Advisors's portfolio in Q1 2026, its #25 holding.
  • Mercer Global Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 29 quarters since.
  • 3,979 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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