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MERCER GLOBAL ADVISORS INC /ADV: IYH position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 23,087 IYH 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 23,087 shares
    Change vs previous 13F -2,039 shares

    <0.01% of the 13F portfolio, value $1,547,003.

    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 25,126 shares
    Change vs previous 13F +16,818 shares

    <0.01% of the 13F portfolio, value $1,548,753.

    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 8,308 shares
    Change vs previous 13F +1,367 shares

    <0.01% of the 13F portfolio, value $540,881.

    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 6,941 shares
    Change vs previous 13F -1,200 shares

    <0.01% of the 13F portfolio, value $407,570.

    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 8,141 shares
    Change vs previous 13F -8 shares

    <0.01% of the 13F portfolio, value $459,826.

    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 8,149 shares
    Change vs previous 13F -1,060 shares

    <0.01% of the 13F portfolio, value $496,214.

    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 9,209 shares
    Change vs previous 13F -6,142 shares

    <0.01% of the 13F portfolio, value $536,609.

    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 15,351 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $992,649.

    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).