Mercer Global Advisors
IWR icon

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
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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors's IWR Position: Q1 2026 in Review

Mercer Global Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 5.9% in Q1 2026, selling an estimated $1.87M and leaving 299,825 shares worth $29.2M. The position accounts for 0.04% of the portfolio, ranked #246.

Mercer Global Advisors first reported a position in IWR in Q1 2019 and has held it in 29 quarters since. The position peaked at $30.8M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Mercer Global Advisors held 299,825 shares of iShares Russell Mid-Cap ETF worth $29.2M as of Q1 2026.
  • Mercer Global Advisors sold 18,760 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $1.87M.
  • iShares Russell Mid-Cap ETF made up 0.04% of Mercer Global Advisors's portfolio in Q1 2026, its #246 holding.
  • Mercer Global Advisors first reported a position in iShares Russell Mid-Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares Russell Mid-Cap ETF position peaked at $30.8M in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.