Mercer Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8M | Sell |
370,567
-29,475
| -7% | -$3.25M | 0.08% | 113 |
|
|
2025
Q1 | $37.1M | Buy |
400,042
+40,823
| +11% | +$3.79M | 0.09% | 137 |
|
|
2024
Q4 | $36.5M | Sell |
359,219
-18,254
| -5% | -$1.85M | 0.09% | 129 |
|
|
2024
Q3 | $35.7M | Sell |
377,473
-33,063
| -8% | -$3.12M | 0.08% | 137 |
|
|
2024
Q2 | $38M | Sell |
410,536
-69,561
| -14% | -$6.44M | 0.1% | 120 |
|
|
2024
Q1 | $41.3M | Sell |
480,097
-77,268
| -14% | -$6.64M | 0.12% | 117 |
|
|
2023
Q4 | $41.9M | Sell |
557,365
-34,815
| -6% | -$2.61M | 0.13% | 114 |
|
|
2023
Q3 | $40.5M | Sell |
592,180
-49,994
| -8% | -$3.42M | 0.15% | 90 |
|
|
2023
Q2 | $45.3M | Sell |
642,174
-402,940
| -39% | -$28.4M | 0.18% | 87 |
|
|
2023
Q1 | $66.7M | Sell |
1,045,114
-52,302
| -5% | -$3.34M | 0.3% | 54 |
|
|
2022
Q4 | $64.2M | Sell |
1,097,416
-244,306
| -18% | -$14.3M | 0.32% | 54 |
|
|
2022
Q3 | $77.6M | Sell |
1,341,722
-38,162
| -3% | -$2.21M | 0.46% | 39 |
|
|
2022
Q2 | $83.3M | Sell |
1,379,884
-143,983
| -9% | -$8.69M | 0.51% | 37 |
|
|
2022
Q1 | $116M | Buy |
1,523,867
+216,054
| +17% | +$16.5M | 0.69% | 27 |
|
|
2021
Q4 | $109M | Sell |
1,307,813
-27,763
| -2% | -$2.32M | 0.68% | 28 |
|
|
2021
Q3 | $98.7M | Buy |
1,335,576
+34,113
| +3% | +$2.52M | 0.69% | 28 |
|
|
2021
Q2 | $94.7M | Buy |
1,301,463
+56,585
| +5% | +$4.12M | 0.73% | 27 |
|
|
2021
Q1 | $81.1M | Buy |
1,244,878
+1,223,139
| +5,626% | +$79.6M | 0.74% | 25 |
|
|
2020
Q4 | $1.39M | Sell |
21,739
-272
| -1% | -$17.4K | 0.02% | 527 |
|
|
2020
Q3 | $1.27M | Buy |
22,011
+16,896
| +330% | +$976K | 0.02% | 502 |
|
|
2020
Q2 | $1.06M | Buy |
5,115
+665
| +15% | +$138K | 0.02% | 470 |
|
|
2020
Q1 | $734K | Sell |
4,450
-1,098
| -20% | -$181K | 0.02% | 562 |
|
|
2019
Q4 | $1.07M | Sell |
5,548
-734
| -12% | -$142K | 0.02% | 503 |
|
|
2019
Q3 | $1.13M | Sell |
6,282
-1,434
| -19% | -$258K | 0.03% | 447 |
|
|
2019
Q2 | $1.38M | Buy |
7,716
+1,676
| +28% | +$300K | 0.04% | 375 |
|
|
2019
Q1 | $1.04M | Buy |
+6,040
| New | +$1.04M | 0.04% | 406 |
|