Mercer Global Advisors
IVVB icon

Mercer Global Advisors’s iShares Large Cap Deep Quarterly Laddered ETF IVVB Stock Holding History

Mercer Global Advisors’s Portfolio IVVB Stock Details IVVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Hold
14,800
– – ﹤0.01% 2028
2025
Q4 		$489K Buy
+14,800
New +$490K ﹤0.01% 1882
2025
Q3 		– Sell
-8,277
Closed -$257K – 2691
2025
Q2 		$257K Hold
8,277
– – ﹤0.01% 1939
2025
Q1 		$243K Buy
+8,277
New +$253K ﹤0.01% 1861

Other funds holding IVVB

WCP
Wick Capital Partners Wayne, Pennsylvania $548M AUM 16.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
AP
Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

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

Mercer Global Advisors held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q1 2026 at 14,800 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

Mercer Global Advisors first reported a position in IVVB in Q1 2025 and has held it in 4 quarters since. The position peaked at $489K in Q4 2025. 28 funds tracked by Wall St. Rank hold IVVB as of Q1 2026.

  • Mercer Global Advisors held 14,800 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $474K as of Q1 2026.
  • Mercer Global Advisors left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q1 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #2028 holding.
  • Mercer Global Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 4 quarters since.
  • Mercer Global Advisors's iShares Large Cap Deep Quarterly Laddered ETF position peaked at $489K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q1 2026.

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