MERCER GLOBAL ADVISORS INC /ADV: IVW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on IVW, newest first. How the timeline and the estimate are built.
MERCER GLOBAL ADVISORS INC /ADV held 497,843 IVW shares at 2026-06-30 per its 13F-HR/A filed 2026-08-19.
the latest 13F is the newest step
- period ended2026-06-3013F/A 497,843 sharesChange vs previous 13F +147,461 shares
0.08% of the 13F portfolio, value $68,468,256.
13F-HR/A 0000853758-26-000016 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 350,382 sharesChange vs previous 13F -66,668 shares
0.06% of the 13F portfolio, value $39,631,761.
13F-HR 0000853758-26-000014 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 417,050 sharesChange vs previous 13F +77,974 shares
0.08% of the 13F portfolio, value $51,405,637.
13F-HR 0000853758-26-000013 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 339,076 sharesChange vs previous 13F -31,491 shares
0.07% of the 13F portfolio, value $40,933,145.
13F-HR 0000853758-25-000007 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 370,567 sharesChange vs previous 13F -29,475 shares
0.09% of the 13F portfolio, value $40,799,307.
13F-HR 0000853758-25-000006 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 400,042 sharesChange vs previous 13F +40,823 shares
0.09% of the 13F portfolio, value $37,135,932.
13F-HR 0000853758-25-000005 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 359,219 sharesChange vs previous 13F -18,254 shares
0.09% of the 13F portfolio, value $36,471,462.
13F-HR 0000853758-25-000002 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 377,473 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $35,660,596.
13F-HR 0000853758-24-000010 filed by MERCER GLOBAL ADVISORS INC /ADV
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).