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 Q2	$955M	Buy	1,274,862 +502,199	+65%	+$366M	1.18%	22
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 65% in Q2 2026, buying an estimated $366M and bringing the position to 1,274,862 shares worth $955M. The position accounts for 1.18% of the portfolio, ranked #22.

Mercer Global Advisors first reported a position in IVV in Q1 2019 and has held it in 30 quarters since. 4,112 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Mercer Global Advisors held 1,274,862 shares of iShares Core S&P 500 ETF worth $955M as of Q2 2026.
Mercer Global Advisors bought 502,199 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $366M.
iShares Core S&P 500 ETF made up 1.18% of Mercer Global Advisors's portfolio in Q2 2026, its #22 holding.
Mercer Global Advisors first reported a position in iShares Core S&P 500 ETF in Q1 2019 and has held it in 30 quarters since.
4,112 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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