Mercer Global Advisors
IWY icon

Mercer Global Advisors’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Mercer Global Advisors’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.32M Buy
5,308
+3,606
+212% +$955K ﹤0.01% 1417
2025
Q4 		$471K Sell
1,702
-1,962
-54% -$544K ﹤0.01% 1905
2025
Q3 		$1M Sell
3,664
-906
-20% -$234K ﹤0.01% 1378
2025
Q2 		$1.13M Buy
4,570
+2,431
+114% +$541K ﹤0.01% 1155
2025
Q1 		$451K Buy
2,139
+293
+16% +$67.4K ﹤0.01% 1530
2024
Q4 		$434K Buy
+1,846
New +$424K ﹤0.01% 1525
2024
Q2 		– Sell
-1,543
Closed -$301K – 2004
2024
Q1 		$301K Buy
+1,543
New +$288K ﹤0.01% 1560
2020
Q3 		– Sell
-2,928
Closed -$312K – 1265
2020
Q2 		$312K Buy
+2,928
New +$287K 0.01% 839

Other funds holding IWY

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return