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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

  1. period ended2026-06-30
    13F/A 497,843 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 350,382 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 417,050 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 339,076 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 370,567 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 400,042 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 359,219 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 377,473 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).