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MERCER GLOBAL ADVISORS INC /ADV: IYW position timeline

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

MERCER GLOBAL ADVISORS INC /ADV held 64,058 IYW 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 64,058 shares
    Change vs previous 13F +17,080 shares

    0.02% of the 13F portfolio, value $16,157,287.

    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 46,978 shares
    Change vs previous 13F -5,060 shares

    0.01% of the 13F portfolio, value $8,522,764.

    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 52,038 shares
    Change vs previous 13F -12,729 shares

    0.02% of the 13F portfolio, value $10,390,795.

    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 64,767 shares
    Change vs previous 13F +17,842 shares

    0.02% of the 13F portfolio, value $12,685,194.

    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 46,925 shares
    Change vs previous 13F +2,812 shares

    0.02% of the 13F portfolio, value $8,130,674.

    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 44,113 shares
    Change vs previous 13F +3,263 shares

    0.01% of the 13F portfolio, value $6,195,231.

    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 40,850 shares
    Change vs previous 13F -35,469 shares

    0.02% of the 13F portfolio, value $6,516,396.

    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 76,319 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,306,361.

    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).