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
Q2 		$513K Hold
14,800
– – ﹤0.01% 2273
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 $663M AUM 22.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Mercer Global Advisors held its iShares Large Cap Deep Quarterly Laddered ETF (IVVB) position steady in Q2 2026 at 14,800 shares worth $513K. The position accounts for ﹤0.01% of the portfolio, ranked #2273.

Mercer Global Advisors first reported a position in IVVB in Q1 2025 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold IVVB as of Q2 2026.

  • Mercer Global Advisors held 14,800 shares of iShares Large Cap Deep Quarterly Laddered ETF worth $513K as of Q2 2026.
  • Mercer Global Advisors left its iShares Large Cap Deep Quarterly Laddered ETF share count unchanged in Q2 2026.
  • iShares Large Cap Deep Quarterly Laddered ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2273 holding.
  • Mercer Global Advisors first reported a position in iShares Large Cap Deep Quarterly Laddered ETF in Q1 2025 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held iShares Large Cap Deep Quarterly Laddered ETF as of Q2 2026.

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