Mercer Global Advisors
IWP icon

Mercer Global Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Mercer Global Advisors’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.68M Buy
59,293
+4,879
+9% +$673K 0.01% 624
2026
Q1 		$6.97M Buy
54,414
+4,706
+9% +$637K 0.01% 634
2025
Q4 		$6.81M Buy
49,708
+2,864
+6% +$400K 0.01% 613
2025
Q3 		$6.67M Sell
46,844
-8,149
-15% -$1.15M 0.01% 574
2025
Q2 		$7.63M Sell
54,993
-6,310
-10% -$798K 0.02% 459
2025
Q1 		$7.2M Buy
61,303
+13,194
+27% +$1.7M 0.02% 456
2024
Q4 		$6.1M Sell
48,109
-3,697
-7% -$470K 0.01% 493
2024
Q3 		$6.03M Sell
51,806
-722
-1% -$80.7K 0.01% 452
2024
Q2 		$5.8M Buy
52,528
+4,063
+8% +$446K 0.02% 416
2024
Q1 		$5.53M Sell
48,465
-23,756
-33% -$2.57M 0.02% 439
2023
Q4 		$7.54M Buy
72,221
+1,578
+2% +$150K 0.02% 368
2023
Q3 		$6.45M Buy
70,643
+24,497
+53% +$2.34M 0.02% 363
2023
Q2 		$4.46M Buy
46,146
+5,643
+14% +$514K 0.02% 480
2023
Q1 		$3.69M Sell
40,503
-4,061
-9% -$362K 0.02% 501
2022
Q4 		$3.73M Sell
44,564
-8,559
-16% -$720K 0.02% 508
2022
Q3 		$4.17M Sell
53,123
-4,894
-8% -$421K 0.02% 426
2022
Q2 		$4.6M Sell
58,017
-4,621
-7% -$402K 0.03% 393
2022
Q1 		$6.29M Sell
62,638
-1,106
-2% -$110K 0.04% 326
2021
Q4 		$7.34M Sell
63,744
-649
-1% -$75.7K 0.05% 294
2021
Q3 		$7.22M Sell
64,393
-959
-1% -$110K 0.05% 278
2021
Q2 		$7.4M Sell
65,352
-7,951
-11% -$849K 0.06% 259
2021
Q1 		$7.48M Buy
73,303
+64,094
+696% +$6.7M 0.07% 231
2020
Q4 		$945K Sell
9,209
-3,829
-29% -$364K 0.01% 619
2020
Q3 		$563K Buy
13,038
+6,972
+115% +$588K 0.01% 750
2020
Q2 		$480K Sell
6,066
-206
-3% -$14.9K 0.01% 695
2020
Q1 		$381K Sell
6,272
-506
-7% -$36.9K 0.01% 742
2019
Q4 		$517K Sell
6,778
-178
-3% -$13K 0.01% 723
2019
Q3 		$491K Buy
6,956
+852
+14% +$61.2K 0.01% 702
2019
Q2 		$435K Sell
6,104
-1,924
-24% -$134K 0.01% 737
2019
Q1 		$545K Buy
+8,028
New +$515K 0.02% 598

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 9% in Q2 2026, buying an estimated $673K and bringing the position to 59,293 shares worth $8.68M. The position accounts for 0.01% of the portfolio, ranked #624.

Mercer Global Advisors first reported a position in IWP in Q1 2019 and has held it in 30 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Mercer Global Advisors held 59,293 shares of iShares Russell Mid-Cap Growth ETF worth $8.68M as of Q2 2026.
  • Mercer Global Advisors bought 4,879 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $673K.
  • iShares Russell Mid-Cap Growth ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #624 holding.
  • Mercer Global Advisors first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • 1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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