Mercer Global Advisors
IWV icon

Mercer Global Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Mercer Global Advisors’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102M Buy
275,736
+3,361
+1% +$1.3M 0.15% 84
2025
Q4 		$105M Sell
272,375
-864
-0.3% -$332K 0.16% 87
2025
Q3 		$104M Buy
273,239
+38,863
+17% +$14.2M 0.17% 78
2025
Q2 		$82.3M Buy
234,376
+22,641
+11% +$7.35M 0.17% 79
2025
Q1 		$67.3M Buy
211,735
+8,009
+4% +$2.69M 0.15% 81
2024
Q4 		$68.1M Buy
203,726
+43,024
+27% +$14.5M 0.17% 76
2024
Q3 		$52M Sell
160,702
-13,106
-8% -$4.13M 0.12% 98
2024
Q2 		$53.6M Sell
173,808
-6,360
-4% -$1.9M 0.15% 90
2024
Q1 		$54.4M Sell
180,168
-11,714
-6% -$3.34M 0.15% 92
2023
Q4 		$52.5M Sell
191,882
-464
-0.2% -$118K 0.16% 93
2023
Q3 		$47.1M Buy
192,346
+780
+0.4% +$199K 0.18% 81
2023
Q2 		$48.8M Buy
191,566
+11,935
+7% +$2.87M 0.19% 82
2023
Q1 		$42.3M Sell
179,631
-15,670
-8% -$3.62M 0.19% 82
2022
Q4 		$43.1M Sell
195,301
-15,225
-7% -$3.38M 0.22% 77
2022
Q3 		$43.6M Buy
210,526
+9,786
+5% +$2.25M 0.26% 63
2022
Q2 		$43.6M Buy
200,740
+100,073
+99% +$23.7M 0.27% 64
2022
Q1 		$26.4M Sell
100,667
-2,097
-2% -$543K 0.16% 99
2021
Q4 		$28.5M Buy
102,764
+6,060
+6% +$1.64M 0.18% 88
2021
Q3 		$24.6M Buy
96,704
+65,595
+211% +$17.2M 0.17% 93
2021
Q2 		$7.96M Buy
31,109
+27
+0.1% +$6.73K 0.06% 243
2021
Q1 		$7.37M Buy
31,082
+24,293
+358% +$5.64M 0.07% 235
2020
Q4 		$1.52M Buy
6,789
+3,308
+95% +$695K 0.02% 496
2020
Q3 		$681K Buy
+3,481
New +$674K 0.01% 674
2020
Q2 		– Sell
-92,257
Closed -$13.7M – 1099
2020
Q1 		$13.7M Sell
92,257
-19,684
-18% -$3.5M 0.3% 66
2019
Q4 		$21.1M Sell
111,941
-20,757
-16% -$3.74M 0.42% 51
2019
Q3 		$23.1M Sell
132,698
-11,297
-8% -$1.96M 0.54% 38
2019
Q2 		$24.8M Buy
+143,995
New +$24.4M 0.66% 31

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Mercer Global Advisors increased its iShares Russell 3000 ETF (IWV) stake by 1.2% in Q1 2026, buying an estimated $1.3M and bringing the position to 275,736 shares worth $102M. The position accounts for 0.15% of the portfolio, ranked #84.

Mercer Global Advisors first reported a position in IWV in Q2 2019 and has held it in 27 quarters since. The position peaked at $105M in Q4 2025. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

  • Mercer Global Advisors held 275,736 shares of iShares Russell 3000 ETF worth $102M as of Q1 2026.
  • Mercer Global Advisors bought 3,361 iShares Russell 3000 ETF shares in Q1 2026, an estimated $1.3M.
  • iShares Russell 3000 ETF made up 0.15% of Mercer Global Advisors's portfolio in Q1 2026, its #84 holding.
  • Mercer Global Advisors first reported a position in iShares Russell 3000 ETF in Q2 2019 and has held it in 27 quarters since.
  • Mercer Global Advisors's iShares Russell 3000 ETF position peaked at $105M in Q4 2025.
  • 866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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