MFIMFI
Mesirow Financial Investment Management - Fixed Income’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.51M | Sell |
33,264
-1,866
| -5% | -$197K | 3.57% | 7 |
|
|
2024
Q3 | $3.71M | Hold |
35,130
| – | – | 3.7% | 7 |
|
|
2024
Q2 | $3.48M | Hold |
35,130
| – | – | 2.99% | 7 |
|
|
2024
Q1 | $3.62M | Hold |
35,130
| – | – | 4.79% | 6 |
|
|
2023
Q4 | $3.3M | Hold |
35,130
| – | – | 4.93% | 5 |
|
|
2023
Q3 | $2.97M | Hold |
35,130
| – | – | 3.35% | 8 |
|
|
2023
Q2 | $3.11M | Hold |
35,130
| – | – | 5.03% | 5 |
|
|
2023
Q1 | $2.97M | Buy |
35,130
+17,565
| +100% | – | 2.2% | 6 |
|
|
2022
Q4 | $2.87M | Hold |
17,565
| – | – | 4.51% | 6 |
|
|
2022
Q3 | $2.61M | Hold |
17,565
| – | – | 4.71% | 5 |
|
|
2022
Q2 | $2.69M | Hold |
17,565
| – | – | 0.34% | 83 |
|
|
2022
Q1 | $3.19M | Hold |
17,565
| – | – | 0.35% | 83 |
|
|
2021
Q4 | $3.36M | Hold |
17,565
| – | – | 0.37% | 83 |
|
|
2021
Q3 | $3.13M | Hold |
17,565
| – | – | 0.36% | 82 |
|
|
2021
Q2 | $3.2M | Hold |
17,565
| – | – | 0.36% | 84 |
|
|
2021
Q1 | $3.1M | Buy |
17,565
+4,722
| +37% | +$833K | 0.36% | 86 |
|
|
2020
Q4 | $2M | Buy |
12,843
+1,943
| +18% | +$302K | 0.27% | 99 |
|
|
2020
Q3 | $1.37M | Hold |
10,900
| – | – | 0.23% | 113 |
|
|
2020
Q2 | $1.31M | Buy |
+10,900
| New | +$1.31M | 0.24% | 104 |
|