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MERCER GLOBAL ADVISORS INC /ADV: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MERCER GLOBAL ADVISORS INC /ADV on IWR, newest first. How the timeline and the estimate are built.

MERCER GLOBAL ADVISORS INC /ADV held 315,126 IWR 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 315,126 shares
    Change vs previous 13F +15,301 shares

    0.04% of the 13F portfolio, value $34,764,690.

    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 299,825 shares
    Change vs previous 13F -18,760 shares

    0.04% of the 13F portfolio, value $29,152,024.

    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 318,585 shares
    Change vs previous 13F +2,218 shares

    0.05% of the 13F portfolio, value $30,756,956.

    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 316,367 shares
    Change vs previous 13F +142,468 shares

    0.05% of the 13F portfolio, value $30,545,218.

    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 173,899 shares
    Change vs previous 13F -35,038 shares

    0.04% of the 13F portfolio, value $15,993,531.

    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 208,937 shares
    Change vs previous 13F +10,527 shares

    0.04% of the 13F portfolio, value $17,774,296.

    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 198,410 shares
    Change vs previous 13F +8,460 shares

    0.04% of the 13F portfolio, value $17,539,468.

    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 189,950 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,634,157.

    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).