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MERCER GLOBAL ADVISORS INC /ADV: IWV position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 242,291 IWV 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 242,291 shares
    Change vs previous 13F -33,445 shares

    0.13% of the 13F portfolio, value $103,312,831.

    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 275,736 shares
    Change vs previous 13F +3,361 shares

    0.15% of the 13F portfolio, value $102,209,884.

    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 272,375 shares
    Change vs previous 13F -864 shares

    0.16% of the 13F portfolio, value $105,367,760.

    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 273,239 shares
    Change vs previous 13F +38,863 shares

    0.17% of the 13F portfolio, value $103,540,903.

    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 234,376 shares
    Change vs previous 13F +22,641 shares

    0.18% of the 13F portfolio, value $82,265,879.

    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 211,735 shares
    Change vs previous 13F +8,009 shares

    0.15% of the 13F portfolio, value $67,255,437.

    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 203,726 shares
    Change vs previous 13F +43,024 shares

    0.17% of the 13F portfolio, value $68,095,207.

    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 160,702 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $52,040,338.

    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).