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iShares S&P MidCap 400 Value Index shares owned by Mercer Global Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Mercer Global Advisors from 13F filings

Historical chart of Mercer Global Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Mercer Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Mercer Global Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 45k 122.65
2024-06-30 $4.0M 46k 87.58
2024-03-31 $5.6M 47k 119.34
2023-12-31 $7.3M 64k 114.04
2023-09-30 $6.7M 67k 100.93
2023-06-30 $7.9M 74k 107.13
2023-03-31 $7.2M 70k 102.77
2022-12-31 $8.2M 81k 100.80
2022-09-30 $7.6M 84k 90.00
2022-06-30 $7.5M 80k 94.41
2022-03-31 $9.2M 84k 109.64
2021-12-31 $9.2M 83k 110.69
2021-09-30 $8.2M 80k 103.04
2021-06-30 $8.1M 77k 105.34
2021-03-31 $8.9M 87k 101.93
2020-12-31 $538k 6.2k 86.27
2020-09-30 $479k 7.1k 67.43
2020-06-30 $356k 2.7k 132.89
2020-03-31 $318k 2.9k 109.69
2019-12-31 $276k 1.6k 170.48
2019-09-30 $280k 1.8k 159.54
2019-06-30 $274k 1.7k 159.77

More positions owned by Mercer Global Advisors

Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Intl Moment (IMTM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Mercer Global Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
FMR
Bank of America Corporation
UBS Group
Envestnet Asset Management
Pnc Financial Services
Ameriprise Financial
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company

View all funds holding iShares S&P MidCap 400 Value Index