Mesirow Financial Investment Management - Fixed Income’s iShares Russell 2000 ETF IWM Stock Holding History

Mesirow Financial Investment Management - Fixed Income’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-140	Closed	-$31K	–	137
2021 Q3	$31K	Buy	+140	New	+$31K	﹤0.01%	131
2020 Q4	–	Sell	-98	Closed	-$15K	–	138
2020 Q3	$15K	Sell	98 -55	-36%	-$8.27K	﹤0.01%	132
2020 Q2	$22K	Buy	153 +5	+3%	+$656	﹤0.01%	128
2020 Q1	$17K	Buy	+148	New	+$22.1K	﹤0.01%	117
2017 Q4	–	Sell	-11,310	Closed	-$1.68M	–	122
2017 Q3	$1.68M	Buy	11,310 +410	+4%	+$57.7K	0.11%	89
2017 Q2	$1.54M	Buy	10,900 +1,005	+10%	+$139K	0.1%	92
2017 Q1	$1.36M	Sell	9,895 -19,405	-66%	-$2.65M	0.09%	91
2016 Q4	$3.95M	Buy	29,300 +26,310	+880%	+$3.36M	0.24%	78
2016 Q3	$371K	Sell	2,990 -950	-24%	-$115K	0.02%	177
2016 Q2	$453K	Buy	+3,940	New	+$445K	0.03%	160

Other funds holding IWM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's IWM Position: Q4 2021 in Review

Mesirow Financial Investment Management - Fixed Income sold out of iShares Russell 2000 ETF (IWM) in Q4 2021, closing a stake of 140 shares — an estimated $31K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in IWM in Q2 2016 and held it in 10 quarters. The position peaked at $3.95M in Q4 2016. 2,035 funds tracked by Wall St. Rank hold IWM as of Q4 2021.

Mesirow Financial Investment Management - Fixed Income reported no remaining iShares Russell 2000 ETF position as of Q4 2021 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 140 iShares Russell 2000 ETF shares in Q4 2021, an estimated $31K.
Mesirow Financial Investment Management - Fixed Income first reported a position in iShares Russell 2000 ETF in Q2 2016 and held it in 10 quarters.
Mesirow Financial Investment Management - Fixed Income's iShares Russell 2000 ETF position peaked at $3.95M in Q4 2016.
2,035 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2021.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q4 2021, filed 7 Feb 2022.