Mercer Global Advisors
IYT icon

Mercer Global Advisors’s iShares US Transportation ETF IYT Stock Holding History

Mercer Global Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$417K Sell
4,806
-950
-17% -$77.7K ﹤0.01% 2470
2026
Q1 		$429K Sell
5,756
-1,736
-23% -$135K ﹤0.01% 2102
2025
Q4 		$558K Buy
7,492
+2
+0% +$145 ﹤0.01% 1792
2025
Q3 		$537K Buy
+7,490
New +$528K ﹤0.01% 1725
2025
Q1 		– Sell
-2,984
Closed -$202K – 2213
2024
Q4 		$202K Buy
+2,984
New +$211K ﹤0.01% 1971
2024
Q3 		– Sell
-4,518
Closed -$296K – 2004
2024
Q2 		$296K Sell
4,518
-595
-12% -$39.1K ﹤0.01% 1585
2024
Q1 		$360K Sell
5,113
-1,411
-22% -$95.5K ﹤0.01% 1462
2023
Q4 		$428K Buy
6,524
+3,008
+86% +$180K ﹤0.01% 1413
2023
Q3 		$206K Sell
3,516
-244
-6% -$15.3K ﹤0.01% 1755
2023
Q2 		$235K Buy
+3,760
New +$216K ﹤0.01% 1649

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares US Transportation ETF (IYT) stake by 17% in Q2 2026, selling an estimated $77.7K and leaving 4,806 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Mercer Global Advisors first reported a position in IYT in Q2 2023 and has held it in 10 quarters since. The position peaked at $558K in Q4 2025. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Mercer Global Advisors held 4,806 shares of iShares US Transportation ETF worth $417K as of Q2 2026.
  • Mercer Global Advisors sold 950 iShares US Transportation ETF shares in Q2 2026, an estimated $77.7K.
  • iShares US Transportation ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #2470 holding.
  • Mercer Global Advisors first reported a position in iShares US Transportation ETF in Q2 2023 and has held it in 10 quarters since.
  • Mercer Global Advisors's iShares US Transportation ETF position peaked at $558K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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