Mercer Global Advisors’s iShares S&P 500 Growth ETF IVW Stock Holding History

Mercer Global Advisors’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.6M	Sell	350,382 -66,668	-16%	-$8.02M	0.06%	195
2025 Q4	$51.4M	Buy	417,050 +77,974	+23%	+$9.54M	0.08%	154
2025 Q3	$40.9M	Sell	339,076 -31,491	-8%	-$3.62M	0.07%	169
2025 Q2	$40.8M	Sell	370,567 -29,475	-7%	-$2.92M	0.08%	130
2025 Q1	$37.1M	Buy	400,042 +40,823	+11%	+$4.12M	0.09%	137
2024 Q4	$36.5M	Sell	359,219 -18,254	-5%	-$1.82M	0.09%	129
2024 Q3	$35.7M	Sell	377,473 -33,063	-8%	-$3.05M	0.08%	137
2024 Q2	$38M	Sell	410,536 -69,561	-14%	-$6M	0.1%	120
2024 Q1	$41.3M	Sell	480,097 -77,268	-14%	-$6.21M	0.12%	117
2023 Q4	$41.9M	Sell	557,365 -34,815	-6%	-$2.48M	0.13%	114
2023 Q3	$40.5M	Sell	592,180 -49,994	-8%	-$3.54M	0.15%	90
2023 Q2	$45.3M	Sell	642,174 -402,940	-39%	-$26.6M	0.18%	87
2023 Q1	$66.7M	Sell	1,045,114 -52,302	-5%	-$3.2M	0.3%	54
2022 Q4	$64.2M	Sell	1,097,416 -244,306	-18%	-$14.7M	0.32%	54
2022 Q3	$77.6M	Sell	1,341,722 -38,162	-3%	-$2.48M	0.46%	39
2022 Q2	$83.3M	Sell	1,379,884 -143,983	-9%	-$9.53M	0.51%	37
2022 Q1	$116M	Buy	1,523,867 +216,054	+17%	+$16.2M	0.69%	27
2021 Q4	$109M	Sell	1,307,813 -27,763	-2%	-$2.24M	0.68%	28
2021 Q3	$98.7M	Buy	1,335,576 +34,113	+3%	+$2.6M	0.69%	28
2021 Q2	$94.7M	Buy	1,301,463 +56,585	+5%	+$3.92M	0.73%	27
2021 Q1	$81.1M	Buy	1,244,878 +1,223,139	+5,626%	+$79.1M	0.74%	25
2020 Q4	$1.39M	Sell	21,739 -66,305	-75%	-$4.02M	0.02%	527
2020 Q3	$1.27M	Buy	88,044 +67,584	+330%	+$3.83M	0.02%	502
2020 Q2	$1.06M	Buy	20,460 +2,660	+15%	+$128K	0.02%	470
2020 Q1	$734K	Sell	17,800 -4,392	-20%	-$208K	0.02%	562
2019 Q4	$1.07M	Sell	22,192 -2,936	-12%	-$136K	0.02%	503
2019 Q3	$1.13M	Sell	25,128 -5,736	-19%	-$259K	0.03%	447
2019 Q2	$1.38M	Buy	30,864 +6,704	+28%	+$295K	0.04%	375
2019 Q1	$1.04M	Buy	+24,160	New	+$990K	0.04%	406

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q1 2026, selling an estimated $8.02M and leaving 350,382 shares worth $39.6M. The position accounts for 0.06% of the portfolio, ranked #195.

Mercer Global Advisors first reported a position in IVW in Q1 2019 and has held it in 29 quarters since. The position peaked at $116M in Q1 2022. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Mercer Global Advisors held 350,382 shares of iShares S&P 500 Growth ETF worth $39.6M as of Q1 2026.
Mercer Global Advisors sold 66,668 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $8.02M.
iShares S&P 500 Growth ETF made up 0.06% of Mercer Global Advisors's portfolio in Q1 2026, its #195 holding.
Mercer Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 29 quarters since.
Mercer Global Advisors's iShares S&P 500 Growth ETF position peaked at $116M in Q1 2022.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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