Mercer Global Advisors
IYY icon

Mercer Global Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Mercer Global Advisors’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.82M Sell
9,960
-364
-4% -$64.2K ﹤0.01% 1394
2026
Q1 		$1.64M Sell
10,324
-1,315
-11% -$218K ﹤0.01% 1292
2025
Q4 		$1.93M Buy
11,639
+91
+0.8% +$15K ﹤0.01% 1120
2025
Q3 		$1.88M Buy
11,548
+377
+3% +$59K ﹤0.01% 1063
2025
Q2 		$1.69M Buy
11,171
+61
+0.5% +$8.5K ﹤0.01% 954
2025
Q1 		$1.51M Sell
11,110
-93
-0.8% -$13.3K ﹤0.01% 941
2024
Q4 		$1.6M Buy
11,203
+104
+0.9% +$15K ﹤0.01% 899
2024
Q3 		$1.54M Buy
11,099
+34
+0.3% +$4.57K ﹤0.01% 853
2024
Q2 		$1.46M Buy
11,065
+27
+0.2% +$3.44K ﹤0.01% 807
2024
Q1 		$1.41M Sell
11,038
-24
-0.2% -$2.92K ﹤0.01% 827
2023
Q4 		$1.29M Buy
11,062
+88
+0.8% +$9.57K ﹤0.01% 880
2023
Q3 		$1.15M Sell
10,974
-230
-2% -$25K ﹤0.01% 892
2023
Q2 		$1.21M Buy
11,204
+29
+0.3% +$2.97K ﹤0.01% 876
2023
Q1 		$1.12M Buy
11,175
+40
+0.4% +$3.91K 0.01% 875
2022
Q4 		$1.04M Buy
11,135
+49
+0.4% +$4.61K 0.01% 899
2022
Q3 		$972K Buy
11,086
+49
+0.4% +$4.78K 0.01% 856
2022
Q2 		$1.02M Buy
11,037
+7,737
+234% +$777K 0.01% 834
2022
Q1 		$367K Buy
+3,300
New +$362K ﹤0.01% 1402

Other funds holding IYY

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Mercer Global Advisors reduced its iShares Dow Jones US ETF (IYY) stake by 3.5% in Q2 2026, selling an estimated $64.2K and leaving 9,960 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

Mercer Global Advisors first reported a position in IYY in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.93M in Q4 2025. 292 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

  • Mercer Global Advisors held 9,960 shares of iShares Dow Jones US ETF worth $1.82M as of Q2 2026.
  • Mercer Global Advisors sold 364 iShares Dow Jones US ETF shares in Q2 2026, an estimated $64.2K.
  • iShares Dow Jones US ETF made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1394 holding.
  • Mercer Global Advisors first reported a position in iShares Dow Jones US ETF in Q1 2022 and has held it in 18 quarters since.
  • Mercer Global Advisors's iShares Dow Jones US ETF position peaked at $1.93M in Q4 2025.
  • 292 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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