Mercer Global Advisors
IVW icon

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
Q2 		$68.5M Buy
497,843
+147,461
+42% +$19.5M 0.08% 136
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares S&P 500 Growth ETF (IVW) stake by 42% in Q2 2026, buying an estimated $19.5M and bringing the position to 497,843 shares worth $68.5M. The position accounts for 0.08% of the portfolio, ranked #136.

Mercer Global Advisors first reported a position in IVW in Q1 2019 and has held it in 30 quarters since. The position peaked at $116M in Q1 2022. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • Mercer Global Advisors held 497,843 shares of iShares S&P 500 Growth ETF worth $68.5M as of Q2 2026.
  • Mercer Global Advisors bought 147,461 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $19.5M.
  • iShares S&P 500 Growth ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #136 holding.
  • Mercer Global Advisors first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares S&P 500 Growth ETF position peaked at $116M in Q1 2022.
  • 2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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