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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.66M	Buy	46,547 +11,522	+33%	+$1.82M	0.01%	671
2026 Q1	$5.1M	Sell	35,025 -8,872	-20%	-$1.32M	0.01%	753
2025 Q4	$6.19M	Sell	43,897 -7,158	-14%	-$1M	0.01%	644
2025 Q3	$7.13M	Sell	51,055 -279	-0.5%	-$38.1K	0.01%	551
2025 Q2	$6.79M	Sell	51,334 -3,429	-6%	-$430K	0.01%	492
2025 Q1	$6.89M	Sell	54,763 -1,528	-3%	-$199K	0.02%	466
2024 Q4	$7.28M	Buy	56,291 +3,649	+7%	+$488K	0.02%	436
2024 Q3	$6.96M	Buy	52,642 +31,515	+149%	+$3.98M	0.02%	413
2024 Q2	$2.55M	Sell	21,127 -93	-0.4%	-$11.3K	0.01%	656
2024 Q1	$6.7M	Sell	21,220 -49,050	-70%	-$5.78M	0.02%	390
2023 Q4	$8.17M	Sell	70,270 -978	-1%	-$104K	0.02%	352
2023 Q3	$7.43M	Buy	71,248 +48,708	+216%	+$5.37M	0.03%	337
2023 Q2	$2.48M	Sell	22,540 -283	-1%	-$29.8K	0.01%	662
2023 Q1	$2.42M	Sell	22,823 -379	-2%	-$41.4K	0.01%	628
2022 Q4	$2.44M	Buy	23,202 +5,279	+29%	+$554K	0.01%	643
2022 Q3	$1.72M	Sell	17,923 -315	-2%	-$33.7K	0.01%	665
2022 Q2	$1.85M	Sell	18,238 -2,552	-12%	-$285K	0.01%	630
2022 Q1	$2.49M	Buy	20,790 +4,464	+27%	+$526K	0.01%	589
2021 Q4	$2M	Buy	16,326 +504	+3%	+$60.2K	0.01%	622
2021 Q3	$1.79M	Sell	15,822 -341	-2%	-$39.5K	0.01%	651
2021 Q2	$1.86M	Buy	16,163 +7,894	+95%	+$905K	0.01%	601
2021 Q1	$904K	Buy	8,269 +1,797	+28%	+$187K	0.01%	822
2020 Q4	$628K	Buy	6,472 +2,748	+74%	+$248K	0.01%	784
2020 Q3	$301K	Sell	3,724 -700	-16%	-$56.7K	﹤0.01%	964
2020 Q2	$339K	Sell	4,424 -4,170	-49%	-$304K	0.01%	807
2020 Q1	$551K	Buy	8,594 +180	+2%	+$15.4K	0.01%	640
2019 Q4	$797K	Buy	8,414 +3,922	+87%	+$358K	0.02%	585
2019 Q3	$402K	Buy	4,492 +349	+8%	+$30.9K	0.01%	778
2019 Q2	$369K	Buy	4,143 +1,191	+40%	+$105K	0.01%	794
2019 Q1	$256K	Buy	+2,952	New	+$249K	0.01%	884

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 33% in Q2 2026, buying an estimated $1.82M and bringing the position to 46,547 shares worth $7.66M. The position accounts for 0.01% of the portfolio, ranked #671.

Mercer Global Advisors first reported a position in IWS in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.17M in Q4 2023. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mercer Global Advisors held 46,547 shares of iShares Russell Mid-Cap Value ETF worth $7.66M as of Q2 2026.
Mercer Global Advisors bought 11,522 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $1.82M.
iShares Russell Mid-Cap Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #671 holding.
Mercer Global Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 30 quarters since.
Mercer Global Advisors's iShares Russell Mid-Cap Value ETF position peaked at $8.17M in Q4 2023.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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