Mercer Global Advisors
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Mercer Global Advisors’s iShares Russell 1000 ETF IWB Stock Holding History

Mercer Global Advisors’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$295M Sell
721,484
-63,258
-8% -$25.1M 0.37% 41
2026
Q1 		$280M Sell
784,742
-7,775
-1% -$2.9M 0.41% 34
2025
Q4 		$296M Buy
792,517
+2,941
+0.4% +$1.09M 0.45% 35
2025
Q3 		$289M Buy
789,576
+6,028
+0.8% +$2.12M 0.48% 33
2025
Q2 		$266M Sell
783,548
-227,182
-22% -$71.3M 0.54% 31
2025
Q1 		$310M Buy
1,010,730
+235,846
+30% +$76.3M 0.71% 27
2024
Q4 		$250M Sell
774,884
-10,936
-1% -$3.54M 0.61% 30
2024
Q3 		$245M Sell
785,820
-12,120
-2% -$3.67M 0.57% 31
2024
Q2 		$237M Sell
797,940
-15,534
-2% -$4.46M 0.65% 30
2024
Q1 		$235M Sell
813,474
-3,964
-0.5% -$1.09M 0.67% 32
2023
Q4 		$214M Sell
817,438
-15,533
-2% -$3.8M 0.64% 35
2023
Q3 		$196M Sell
832,971
-43,457
-5% -$10.6M 0.74% 32
2023
Q2 		$214M Buy
876,428
+469,447
+115% +$108M 0.85% 26
2023
Q1 		$58M Buy
406,981
+67,932
+20% +$15M 0.26% 59
2022
Q4 		$71.4M Sell
339,049
-57,577
-15% -$12.2M 0.36% 50
2022
Q3 		$78.3M Buy
396,626
+224,974
+131% +$49.3M 0.46% 38
2022
Q2 		$35.7M Buy
171,652
+66,852
+64% +$15.1M 0.22% 72
2022
Q1 		$26.2M Buy
104,800
+3,638
+4% +$898K 0.15% 102
2021
Q4 		$26.8M Buy
101,162
+4,578
+5% +$1.18M 0.17% 92
2021
Q3 		$23.3M Buy
96,584
+1,176
+1% +$292K 0.16% 106
2021
Q2 		$23.1M Buy
95,408
+25
+0% +$5.89K 0.18% 97
2021
Q1 		$21.3M Sell
95,383
-16,970
-15% -$3.72M 0.19% 90
2020
Q4 		$23.8M Buy
112,353
+7,565
+7% +$1.51M 0.3% 58
2020
Q3 		$19.6M Buy
104,788
+61,786
+144% +$11.4M 0.3% 60
2020
Q2 		$7.38M Sell
43,002
-78,939
-65% -$12.8M 0.13% 112
2020
Q1 		$17.3M Buy
121,941
+84,780
+228% +$14.3M 0.38% 50
2019
Q4 		$6.63M Buy
37,161
+1,139
+3% +$194K 0.13% 136
2019
Q3 		$5.93M Buy
36,022
+884
+3% +$145K 0.14% 132
2019
Q2 		$5.72M Sell
35,138
-11,325
-24% -$1.81M 0.15% 122
2019
Q1 		$7.31M Buy
+46,463
New +$7.02M 0.26% 72

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Russell 1000 ETF (IWB) stake by 8.1% in Q2 2026, selling an estimated $25.1M and leaving 721,484 shares worth $295M. The position accounts for 0.37% of the portfolio, ranked #41.

Mercer Global Advisors first reported a position in IWB in Q1 2019 and has held it in 30 quarters since. The position peaked at $310M in Q1 2025. 1,549 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Mercer Global Advisors held 721,484 shares of iShares Russell 1000 ETF worth $295M as of Q2 2026.
  • Mercer Global Advisors sold 63,258 iShares Russell 1000 ETF shares in Q2 2026, an estimated $25.1M.
  • iShares Russell 1000 ETF made up 0.37% of Mercer Global Advisors's portfolio in Q2 2026, its #41 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares Russell 1000 ETF position peaked at $310M in Q1 2025.
  • 1,549 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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