Mercer Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Mercer Investments’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-43	Closed	-$18.5K	–	10
2023 Q3	$18.5K	Hold	43	–	–	0.03%	11
2023 Q2	$19.2K	Hold	43	–	–	0.03%	11
2023 Q1	$17.7K	Hold	43	–	–	0.03%	10
2022 Q4	$16.5K	Hold	43	–	–	0.03%	9
2022 Q3	$15K	Hold	43	–	–	0.03%	10
2022 Q2	$16K	Sell	43 -19,876	-100%	-$8.18M	0.03%	10
2022 Q1	$9.04M	Sell	19,919 -1,979	-9%	-$885K	14.33%	4
2021 Q4	$10.4M	Buy	+21,898	New	+$10.1M	16.18%	4

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Investments's IVV Position: Q4 2023 in Review

Mercer Investments sold out of iShares Core S&P 500 ETF (IVV) in Q4 2023, closing a stake of 43 shares — an estimated $18.5K sold.

Mercer Investments first reported a position in IVV in Q4 2021 and held it in 8 quarters. The position peaked at $10.4M in Q4 2021. 3,016 funds tracked by Wall St. Rank hold IVV as of Q4 2023.

Mercer Investments reported no remaining iShares Core S&P 500 ETF position as of Q4 2023 after selling out during the quarter.
Mercer Investments sold 43 iShares Core S&P 500 ETF shares in Q4 2023, an estimated $18.5K.
Mercer Investments first reported a position in iShares Core S&P 500 ETF in Q4 2021 and held it in 8 quarters.
Mercer Investments's iShares Core S&P 500 ETF position peaked at $10.4M in Q4 2021.
3,016 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2023.

Based on Mercer Investments's 13F filing for Q4 2023, filed 12 Feb 2024.