Mercer Global Advisors
IYR icon

Mercer Global Advisors’s iShares US Real Estate ETF IYR Stock Holding History

Mercer Global Advisors’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.2M Sell
187,913
-172,512
-48% -$17.5M 0.02% 363
2026
Q1 		$34.1M Sell
360,425
-13,099
-4% -$1.27M 0.05% 227
2025
Q4 		$35.1M Buy
373,524
+5,557
+2% +$530K 0.05% 225
2025
Q3 		$35.7M Buy
367,967
+360
+0.1% +$34.6K 0.06% 192
2025
Q2 		$34.8M Buy
367,607
+147,214
+67% +$13.7M 0.07% 155
2025
Q1 		$21.1M Buy
220,393
+26,898
+14% +$2.56M 0.05% 216
2024
Q4 		$18M Buy
193,495
+179,244
+1,258% +$17.7M 0.04% 234
2024
Q3 		$1.44M Buy
14,251
+1,932
+16% +$186K ﹤0.01% 878
2024
Q2 		$1.08M Buy
12,319
+5,087
+70% +$436K ﹤0.01% 938
2024
Q1 		$650K Buy
7,232
+1,125
+18% +$99.5K ﹤0.01% 1144
2023
Q4 		$558K Buy
6,107
+2,470
+68% +$202K ﹤0.01% 1258
2023
Q3 		$284K Sell
3,637
-1,595
-30% -$136K ﹤0.01% 1565
2023
Q2 		$453K Sell
5,232
-503
-9% -$42.2K ﹤0.01% 1278
2023
Q1 		$487K Buy
+5,735
New +$502K ﹤0.01% 1218
2022
Q3 		– Sell
-2,263
Closed -$208K – 1874
2022
Q2 		$208K Sell
2,263
-489
-18% -$48.8K ﹤0.01% 1621
2022
Q1 		$298K Buy
2,752
+352
+15% +$37.2K ﹤0.01% 1514
2021
Q4 		$279K Buy
+2,400
New +$263K ﹤0.01% 1507

Other funds holding IYR

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Mercer Global Advisors reduced its iShares US Real Estate ETF (IYR) stake by 48% in Q2 2026, selling an estimated $17.5M and leaving 187,913 shares worth $19.2M. The position accounts for 0.02% of the portfolio, ranked #363.

Mercer Global Advisors first reported a position in IYR in Q4 2021 and has held it in 17 quarters since. The position peaked at $35.7M in Q3 2025. 486 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • Mercer Global Advisors held 187,913 shares of iShares US Real Estate ETF worth $19.2M as of Q2 2026.
  • Mercer Global Advisors sold 172,512 iShares US Real Estate ETF shares in Q2 2026, an estimated $17.5M.
  • iShares US Real Estate ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #363 holding.
  • Mercer Global Advisors first reported a position in iShares US Real Estate ETF in Q4 2021 and has held it in 17 quarters since.
  • Mercer Global Advisors's iShares US Real Estate ETF position peaked at $35.7M in Q3 2025.
  • 486 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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