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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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
SC
Savant Capital
Rockford, Illinois
$20.7B AUM
19.76%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
KAS
Kestra Advisory Services
Austin, Texas
$26.4B AUM
21.05%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
Raymond James Financial
St Petersburg, Florida
$324B AUM
22.36%
1-Year Est. Return
AC
Apella Capital
West Hartford, Connecticut
$7.08B AUM
17.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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