Mercer Global Advisors’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.9M | Buy |
200,092
+9,443
| +5% | +$1.83M | 0.08% | 121 |
|
|
2025
Q1 | $35.9M | Buy |
190,649
+9,709
| +5% | +$1.83M | 0.08% | 141 |
|
|
2024
Q4 | $33.5M | Sell |
180,940
-10,147
| -5% | -$1.88M | 0.08% | 137 |
|
|
2024
Q3 | $36.1M | Buy |
191,087
+8,515
| +5% | +$1.61M | 0.08% | 135 |
|
|
2024
Q2 | $31.9M | Buy |
182,572
+5,415
| +3% | +$945K | 0.09% | 141 |
|
|
2024
Q1 | $32.9M | Sell |
177,157
-205,042
| -54% | -$38.1M | 0.09% | 146 |
|
|
2023
Q4 | $63.2M | Buy |
382,199
+12,972
| +4% | +$2.14M | 0.19% | 83 |
|
|
2023
Q3 | $56.1M | Buy |
369,227
+185,703
| +101% | +$28.2M | 0.21% | 71 |
|
|
2023
Q2 | $29M | Buy |
183,524
+57,829
| +46% | +$9.13M | 0.12% | 130 |
|
|
2023
Q1 | $17.5M | Sell |
125,695
-34,828
| -22% | -$4.85M | 0.08% | 179 |
|
|
2022
Q4 | $24.3M | Buy |
160,523
+15,322
| +11% | +$2.32M | 0.12% | 139 |
|
|
2022
Q3 | $19.7M | Buy |
145,201
+6,666
| +5% | +$907K | 0.12% | 138 |
|
|
2022
Q2 | $20.1M | Sell |
138,535
-80
| -0.1% | -$11.6K | 0.12% | 131 |
|
|
2022
Q1 | $23M | Buy |
138,615
+26,910
| +24% | +$4.47M | 0.14% | 118 |
|
|
2021
Q4 | $18.8M | Sell |
111,705
-8,360
| -7% | -$1.4M | 0.12% | 143 |
|
|
2021
Q3 | $18.8M | Sell |
120,065
-84,283
| -41% | -$13.2M | 0.13% | 132 |
|
|
2021
Q2 | $32.4M | Buy |
204,348
+2
| +0% | +$317 | 0.25% | 70 |
|
|
2021
Q1 | $31M | Buy |
204,346
+8,596
| +4% | +$1.3M | 0.28% | 62 |
|
|
2020
Q4 | $26.8M | Buy |
195,750
+4,872
| +3% | +$666K | 0.33% | 51 |
|
|
2020
Q3 | $22.5M | Buy |
190,878
+56,809
| +42% | +$6.71M | 0.34% | 50 |
|
|
2020
Q2 | $15.1M | Sell |
134,069
-134,931
| -50% | -$15.2M | 0.27% | 61 |
|
|
2020
Q1 | $26.7M | Buy |
269,000
+86,173
| +47% | +$8.55M | 0.59% | 32 |
|
|
2019
Q4 | $25M | Buy |
182,827
+53,201
| +41% | +$7.26M | 0.5% | 37 |
|
|
2019
Q3 | $16.6M | Buy |
129,626
+913
| +0.7% | +$117K | 0.39% | 57 |
|
|
2019
Q2 | $16.4M | Sell |
128,713
-3,677
| -3% | -$468K | 0.43% | 54 |
|
|
2019
Q1 | $16.3M | Buy |
+132,390
| New | +$16.3M | 0.59% | 36 |
|