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
Q2 		$600 Buy
+2,000
New +$562K ﹤0.01% 5807

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 3.4% in Q2 2026, buying an estimated $5.03M and bringing the position to 537,497 shares worth $161M. The position accounts for 0.2% of the portfolio, ranked #65.

Mercer Global Advisors first reported a position in IWM in Q1 2019 and has held it in 30 quarters since. 2,373 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mercer Global Advisors held 537,497 shares of iShares Russell 2000 ETF worth $161M as of Q2 2026.
  • Mercer Global Advisors bought 17,910 iShares Russell 2000 ETF shares in Q2 2026, an estimated $5.03M.
  • iShares Russell 2000 ETF made up 0.2% of Mercer Global Advisors's portfolio in Q2 2026, its #65 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 2000 ETF in Q1 2019 and has held it in 30 quarters since.
  • 2,373 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.