Mercer Global Advisors
IWD icon

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

Mercer Global Advisors’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.4M Buy
257,408
+26,424
+11% +$6.15M 0.08% 147
2026
Q1 		$49.4M Buy
230,984
+22,377
+11% +$4.9M 0.07% 160
2025
Q4 		$43.9M Buy
208,607
+10,571
+5% +$2.18M 0.07% 180
2025
Q3 		$40.3M Sell
198,036
-2,056
-1% -$409K 0.07% 173
2025
Q2 		$38.9M Buy
200,092
+9,443
+5% +$1.75M 0.08% 139
2025
Q1 		$35.9M Buy
190,649
+9,709
+5% +$1.85M 0.08% 141
2024
Q4 		$33.5M Sell
180,940
-10,147
-5% -$1.95M 0.08% 137
2024
Q3 		$36.1M Buy
191,087
+8,515
+5% +$1.55M 0.08% 135
2024
Q2 		$31.9M Buy
182,572
+5,415
+3% +$947K 0.09% 141
2024
Q1 		$32.9M Sell
177,157
-205,042
-54% -$34.7M 0.09% 146
2023
Q4 		$63.2M Buy
382,199
+12,972
+4% +$2M 0.19% 83
2023
Q3 		$56.1M Buy
369,227
+185,703
+101% +$29.5M 0.21% 71
2023
Q2 		$29M Buy
183,524
+57,829
+46% +$8.84M 0.12% 130
2023
Q1 		$17.5M Sell
125,695
-34,828
-22% -$5.38M 0.08% 179
2022
Q4 		$24.3M Buy
160,523
+15,322
+11% +$2.29M 0.12% 139
2022
Q3 		$19.7M Buy
145,201
+6,666
+5% +$1M 0.12% 138
2022
Q2 		$20.1M Sell
138,535
-80
-0.1% -$12.5K 0.12% 131
2022
Q1 		$23M Buy
138,615
+26,910
+24% +$4.42M 0.14% 118
2021
Q4 		$18.8M Sell
111,705
-8,360
-7% -$1.37M 0.12% 143
2021
Q3 		$18.8M Sell
120,065
-84,283
-41% -$13.5M 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% +$1.24M 0.28% 62
2020
Q4 		$26.8M Buy
195,750
+4,872
+3% +$625K 0.33% 51
2020
Q3 		$22.5M Buy
190,878
+56,809
+42% +$6.74M 0.34% 50
2020
Q2 		$15.1M Sell
134,069
-134,931
-50% -$14.8M 0.27% 61
2020
Q1 		$26.7M Buy
269,000
+86,173
+47% +$10.7M 0.59% 32
2019
Q4 		$25M Buy
182,827
+53,201
+41% +$7.01M 0.5% 37
2019
Q3 		$16.6M Buy
129,626
+913
+0.7% +$116K 0.39% 57
2019
Q2 		$16.4M Sell
128,713
-3,677
-3% -$460K 0.43% 54
2019
Q1 		$16.3M Buy
+132,390
New +$15.9M 0.59% 36

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell 1000 Value ETF (IWD) stake by 11% in Q2 2026, buying an estimated $6.15M and bringing the position to 257,408 shares worth $62.4M. The position accounts for 0.08% of the portfolio, ranked #147.

Mercer Global Advisors first reported a position in IWD in Q1 2019 and has held it in 30 quarters since. The position peaked at $63.2M in Q4 2023. 1,978 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Mercer Global Advisors held 257,408 shares of iShares Russell 1000 Value ETF worth $62.4M as of Q2 2026.
  • Mercer Global Advisors bought 26,424 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $6.15M.
  • iShares Russell 1000 Value ETF made up 0.08% of Mercer Global Advisors's portfolio in Q2 2026, its #147 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 1000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's iShares Russell 1000 Value ETF position peaked at $63.2M in Q4 2023.
  • 1,978 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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