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

Mercer Global Advisors’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.27M Sell
41,926
-284
-0.7% -$59.5K 0.01% 594
2026
Q1 		$8M Buy
42,210
+1,873
+5% +$363K 0.01% 587
2025
Q4 		$7.31M Buy
40,337
+289
+0.7% +$51.9K 0.01% 588
2025
Q3 		$7.08M Buy
40,048
+366
+0.9% +$61.8K 0.01% 553
2025
Q2 		$6.26M Sell
39,682
-1,467
-4% -$218K 0.01% 511
2025
Q1 		$6.21M Sell
41,149
-1,780
-4% -$288K 0.01% 487
2024
Q4 		$7.05M Sell
42,929
-791
-2% -$135K 0.02% 451
2024
Q3 		$7.21M Buy
43,720
+8,089
+23% +$1.31M 0.02% 403
2024
Q2 		$5.43M Sell
35,631
-114
-0.3% -$17.4K 0.01% 438
2024
Q1 		$5.7M Sell
35,745
-1,674
-4% -$254K 0.02% 426
2023
Q4 		$5.81M Sell
37,419
-3,033
-7% -$420K 0.02% 427
2023
Q3 		$5.48M Buy
40,452
+258
+0.6% +$37K 0.02% 410
2023
Q2 		$5.66M Buy
40,194
+18,820
+88% +$2.54M 0.02% 419
2023
Q1 		$2.93M Buy
21,374
+1,736
+9% +$252K 0.01% 579
2022
Q4 		$2.72M Buy
19,638
+1,480
+8% +$209K 0.01% 608
2022
Q3 		$2.34M Sell
18,158
-1,192
-6% -$172K 0.01% 591
2022
Q2 		$2.63M Buy
19,350
+125
+0.7% +$18.6K 0.02% 544
2022
Q1 		$3.1M Buy
19,225
+936
+5% +$149K 0.02% 519
2021
Q4 		$3.04M Buy
18,289
+1,335
+8% +$222K 0.02% 496
2021
Q3 		$2.72M Sell
16,954
-27,021
-61% -$4.34M 0.02% 503
2021
Q2 		$7.29M Buy
43,975
+2,328
+6% +$384K 0.06% 264
2021
Q1 		$6.64M Buy
41,647
+7,030
+20% +$1.06M 0.06% 253
2020
Q4 		$4.56M Buy
34,617
+1,136
+3% +$134K 0.06% 243
2020
Q3 		$3.33M Buy
33,481
+1,643
+5% +$167K 0.05% 271
2020
Q2 		$3.1M Sell
31,838
-8,158
-20% -$742K 0.06% 249
2020
Q1 		$3.28M Buy
39,996
+11,363
+40% +$1.27M 0.07% 227
2019
Q4 		$3.68M Sell
28,633
-130
-0.5% -$16.1K 0.07% 217
2019
Q3 		$3.43M Buy
28,763
+442
+2% +$52.2K 0.08% 200
2019
Q2 		$3.41M Buy
28,321
+3,330
+13% +$402K 0.09% 184
2019
Q1 		$3M Buy
+24,991
New +$2.99M 0.11% 165

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.67% in Q2 2026, selling an estimated $59.5K and leaving 41,926 shares worth $9.27M. The position accounts for 0.01% of the portfolio, ranked #594.

Mercer Global Advisors first reported a position in IWN in Q1 2019 and has held it in 30 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Mercer Global Advisors held 41,926 shares of iShares Russell 2000 Value ETF worth $9.27M as of Q2 2026.
  • Mercer Global Advisors sold 284 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $59.5K.
  • iShares Russell 2000 Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #594 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 2000 Value ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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