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

Mercer Global Advisors’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
29,965
-1,419
-5% -$518K 0.01% 519
2026
Q1 		$9.85M Buy
31,384
+2,105
+7% +$700K 0.01% 507
2025
Q4 		$9.46M Sell
29,279
-829
-3% -$270K 0.01% 502
2025
Q3 		$9.64M Buy
30,108
+1,542
+5% +$465K 0.02% 472
2025
Q2 		$8.17M Sell
28,566
-1,541
-5% -$406K 0.02% 441
2025
Q1 		$7.69M Buy
30,107
+262
+0.9% +$73.9K 0.02% 420
2024
Q4 		$8.59M Buy
29,845
+1,663
+6% +$492K 0.02% 393
2024
Q3 		$7.92M Buy
28,182
+2,225
+9% +$609K 0.02% 375
2024
Q2 		$6.81M Sell
25,957
-73
-0.3% -$18.9K 0.02% 380
2024
Q1 		$8.09M Sell
26,030
-1,072
-4% -$274K 0.02% 348
2023
Q4 		$6.84M Buy
27,102
+196
+0.7% +$44.2K 0.02% 386
2023
Q3 		$6.03M Buy
26,906
+154
+0.6% +$36.9K 0.02% 380
2023
Q2 		$6.49M Buy
26,752
+11,432
+75% +$2.62M 0.03% 384
2023
Q1 		$3.48M Sell
15,320
-1,606
-9% -$367K 0.02% 518
2022
Q4 		$3.63M Sell
16,926
-289
-2% -$63.3K 0.02% 514
2022
Q3 		$3.56M Sell
17,215
-947
-5% -$213K 0.02% 474
2022
Q2 		$3.75M Buy
18,162
+2,306
+15% +$514K 0.02% 442
2022
Q1 		$4.05M Buy
15,856
+762
+5% +$195K 0.02% 446
2021
Q4 		$4.42M Buy
15,094
+53
+0.4% +$16K 0.03% 408
2021
Q3 		$4.42M Sell
15,041
-21,313
-59% -$6.4M 0.03% 374
2021
Q2 		$11.3M Sell
36,354
-38
-0.1% -$11.4K 0.09% 175
2021
Q1 		$10.9M Sell
36,392
-1,938
-5% -$601K 0.1% 160
2020
Q4 		$11M Sell
38,330
-1,412
-4% -$360K 0.14% 112
2020
Q3 		$8.8M Sell
39,742
-222
-0.6% -$48.6K 0.13% 119
2020
Q2 		$8.27M Sell
39,964
-6,558
-14% -$1.23M 0.15% 99
2020
Q1 		$7.36M Buy
46,522
+2,392
+5% +$475K 0.16% 113
2019
Q4 		$9.45M Buy
44,130
+1,138
+3% +$231K 0.19% 102
2019
Q3 		$8.29M Sell
42,992
-1,133
-3% -$225K 0.19% 102
2019
Q2 		$8.86M Sell
44,125
-2,849
-6% -$563K 0.23% 89
2019
Q1 		$9.24M Buy
+46,974
New +$8.94M 0.33% 58

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.5% in Q2 2026, selling an estimated $518K and leaving 29,965 shares worth $11.8M. The position accounts for 0.01% of the portfolio, ranked #519.

Mercer Global Advisors first reported a position in IWO in Q1 2019 and has held it in 30 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mercer Global Advisors held 29,965 shares of iShares Russell 2000 Growth ETF worth $11.8M as of Q2 2026.
  • Mercer Global Advisors sold 1,419 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $518K.
  • iShares Russell 2000 Growth ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #519 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 2000 Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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