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 Q2	$162M	Buy	537,633 +18,046	+3%	+$5.07M	0.2%	66
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell 2000 ETF (IWM) stake by 3.5% in Q2 2026, buying an estimated $5.07M and bringing the position to 537,633 shares worth $162M. The position accounts for 0.2% of the portfolio, ranked #66.

Mercer Global Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Mercer Global Advisors held 537,633 shares of iShares Russell 2000 ETF worth $162M as of Q2 2026.
Mercer Global Advisors bought 18,046 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.07M.
iShares Russell 2000 ETF made up 0.2% of Mercer Global Advisors's portfolio in Q2 2026, its #66 holding.
Mercer Global Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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