Mercer Global Advisors
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Mercer Global Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Mercer Global Advisors’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128M Buy
519,587
+45,308
+10% +$11.7M 0.19% 66
2025
Q4 		$116M Buy
474,279
+71,423
+18% +$17.6M 0.18% 78
2025
Q3 		$97M Buy
402,856
+59,923
+17% +$13.7M 0.16% 81
2025
Q2 		$74M Buy
342,933
+112,399
+49% +$22.6M 0.15% 85
2025
Q1 		$46M Buy
230,534
+37,675
+20% +$8.17M 0.11% 111
2024
Q4 		$42.6M Sell
192,859
-17,375
-8% -$3.96M 0.1% 116
2024
Q3 		$45.8M Buy
210,234
+1,186
+0.6% +$254K 0.11% 116
2024
Q2 		$42.4M Buy
209,048
+2,255
+1% +$456K 0.12% 110
2024
Q1 		$43.5M Buy
206,793
+3,719
+2% +$742K 0.12% 111
2023
Q4 		$40.8M Sell
203,074
-10,087
-5% -$1.81M 0.12% 119
2023
Q3 		$37.7M Sell
213,161
-15,643
-7% -$2.94M 0.14% 97
2023
Q2 		$42.8M Buy
228,804
+76,022
+50% +$13.6M 0.17% 89
2023
Q1 		$23.8M Sell
152,782
-23,706
-13% -$4.36M 0.11% 144
2022
Q4 		$30.8M Sell
176,488
-20,629
-10% -$3.67M 0.15% 104
2022
Q3 		$32.5M Buy
197,117
+110,488
+128% +$20.2M 0.19% 82
2022
Q2 		$14.7M Buy
86,629
+14,174
+20% +$2.61M 0.09% 179
2022
Q1 		$14.9M Buy
72,455
+14,541
+25% +$2.97M 0.09% 172
2021
Q4 		$12.9M Buy
57,914
+4,463
+8% +$1.01M 0.08% 183
2021
Q3 		$11.7M Buy
53,451
+699
+1% +$155K 0.08% 195
2021
Q2 		$12.1M Buy
52,752
+3,708
+8% +$834K 0.09% 165
2021
Q1 		$10.8M Buy
49,044
+7,584
+18% +$1.66M 0.1% 161
2020
Q4 		$8.13M Sell
41,460
-1,857
-4% -$325K 0.1% 151
2020
Q3 		$6.49M Buy
43,317
+20,347
+89% +$3.06M 0.1% 161
2020
Q2 		$3.29M Sell
22,970
-23,404
-50% -$3.07M 0.06% 234
2020
Q1 		$5.31M Buy
46,374
+27,396
+144% +$4.08M 0.12% 155
2019
Q4 		$3.14M Buy
18,978
+1,741
+10% +$275K 0.06% 249
2019
Q3 		$2.61M Sell
17,237
-116
-0.7% -$17.7K 0.06% 245
2019
Q2 		$2.7M Buy
17,353
+1,441
+9% +$222K 0.07% 221
2019
Q1 		$2.44M Buy
+15,912
New +$2.39M 0.09% 208

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell 2000 ETF (IWM) stake by 9.6% in Q1 2026, buying an estimated $11.7M and bringing the position to 519,587 shares worth $128M. The position accounts for 0.19% of the portfolio, ranked #66.

Mercer Global Advisors first reported a position in IWM in Q1 2019 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Mercer Global Advisors held 519,587 shares of iShares Russell 2000 ETF worth $128M as of Q1 2026.
  • Mercer Global Advisors bought 45,308 iShares Russell 2000 ETF shares in Q1 2026, an estimated $11.7M.
  • iShares Russell 2000 ETF made up 0.19% of Mercer Global Advisors's portfolio in Q1 2026, its #66 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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