Mercer Global Advisors
IWS icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 20% in Q1 2026, selling an estimated $1.32M and leaving 35,025 shares worth $5.1M. The position accounts for 0.01% of the portfolio, ranked #753.

Mercer Global Advisors first reported a position in IWS in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.17M in Q4 2023. 989 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Mercer Global Advisors held 35,025 shares of iShares Russell Mid-Cap Value ETF worth $5.1M as of Q1 2026.
  • Mercer Global Advisors sold 8,872 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $1.32M.
  • iShares Russell Mid-Cap Value ETF made up 0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #753 holding.
  • Mercer Global Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's iShares Russell Mid-Cap Value ETF position peaked at $8.17M in Q4 2023.
  • 989 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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