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

Mercer Global Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$34.8M	Buy	315,126 +15,301	+5%	+$1.61M	0.04%	234
2026 Q1	$29.2M	Sell	299,825 -18,760	-6%	-$1.87M	0.04%	246
2025 Q4	$30.8M	Buy	318,585 +2,218	+0.7%	+$213K	0.05%	252
2025 Q3	$30.5M	Buy	316,367 +142,468	+82%	+$13.5M	0.05%	217
2025 Q2	$16M	Sell	173,899 -35,038	-17%	-$3.03M	0.03%	294
2025 Q1	$17.8M	Buy	208,937 +10,527	+5%	+$939K	0.04%	247
2024 Q4	$17.5M	Buy	198,410 +8,460	+4%	+$768K	0.04%	237
2024 Q3	$16.6M	Buy	189,950 +6,820	+4%	+$575K	0.04%	236
2024 Q2	$14.8M	Buy	183,130 +2,233	+1%	+$182K	0.04%	233
2024 Q1	$15.2M	Sell	180,897 -2,802	-2%	-$222K	0.04%	232
2023 Q4	$14.3M	Sell	183,699 -7,855	-4%	-$558K	0.04%	241
2023 Q3	$13.3M	Sell	191,554 -1,178	-0.6%	-$85.9K	0.05%	222
2023 Q2	$14.1M	Buy	192,732 +2,240	+1%	+$156K	0.06%	223
2023 Q1	$13.3M	Sell	190,492 -2,277	-1%	-$161K	0.06%	224
2022 Q4	$13M	Sell	192,769 -10,764	-5%	-$726K	0.07%	222
2022 Q3	$12.7M	Buy	203,533 +16,339	+9%	+$1.12M	0.08%	196
2022 Q2	$12.1M	Buy	187,194 +88,016	+89%	+$6.27M	0.07%	193
2022 Q1	$7.74M	Sell	99,178 -22,916	-19%	-$1.76M	0.05%	278
2021 Q4	$10.1M	Buy	122,094 +206	+0.2%	+$16.9K	0.06%	230
2021 Q3	$9.53M	Buy	121,888 +8,206	+7%	+$657K	0.07%	235
2021 Q2	$9.01M	Buy	113,682 +2,021	+2%	+$157K	0.07%	216
2021 Q1	$8.26M	Sell	111,661 -1,210	-1%	-$87.5K	0.08%	210
2020 Q4	$7.74M	Buy	112,871 +74,124	+191%	+$4.72M	0.1%	161
2020 Q3	$2.22M	Buy	38,747 +4,532	+13%	+$258K	0.03%	358
2020 Q2	$1.83M	Sell	34,215 -2,241	-6%	-$112K	0.03%	345
2020 Q1	$1.57M	Buy	36,456 +29,159	+400%	+$1.6M	0.03%	365
2019 Q4	$435K	Hold	7,297	–	–	0.01%	781
2019 Q3	$408K	Sell	7,297 -1,604	-18%	-$89.7K	0.01%	768
2019 Q2	$497K	Buy	8,901 +882	+11%	+$48.4K	0.01%	686
2019 Q1	$433K	Buy	+8,019	New	+$415K	0.02%	681

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

Mercer Global Advisors increased its iShares Russell Mid-Cap ETF (IWR) stake by 5.1% in Q2 2026, buying an estimated $1.61M and bringing the position to 315,126 shares worth $34.8M. The position accounts for 0.04% of the portfolio, ranked #234.

Mercer Global Advisors first reported a position in IWR in Q1 2019 and has held it in 30 quarters since. 1,594 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mercer Global Advisors held 315,126 shares of iShares Russell Mid-Cap ETF worth $34.8M as of Q2 2026.
Mercer Global Advisors bought 15,301 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.61M.
iShares Russell Mid-Cap ETF made up 0.04% of Mercer Global Advisors's portfolio in Q2 2026, its #234 holding.
Mercer Global Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 30 quarters since.
1,594 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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