Mesirow Financial Investment Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Mesirow Financial Investment Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Sell	79,854 -126	-0.2%	-$17.8K	0.19%	106
2026 Q1	$10.6M	Buy	79,980 +13,440	+20%	+$1.84M	0.17%	115
2025 Q4	$8.76M	Sell	66,540 -125,887	-65%	-$16.4M	0.18%	103
2025 Q3	$25M	Sell	192,427 -19,982	-9%	-$2.56M	0.45%	58
2025 Q2	$26.3M	Sell	212,409 -2,775	-1%	-$326K	0.51%	50
2025 Q1	$25.8M	Sell	215,184 -1,843	-0.8%	-$231K	0.5%	48
2024 Q4	$27.1M	Buy	217,027 +452	+0.2%	+$57.7K	0.54%	44
2024 Q3	$26.8M	Sell	216,575 -2,588	-1%	-$308K	0.52%	51
2024 Q2	$24.9M	Sell	219,163 -2,680	-1%	-$306K	0.56%	45
2024 Q1	$26.2M	Buy	221,843 +15,463	+7%	+$1.74M	0.6%	45
2023 Q4	$23.5M	Buy	+206,380	New	+$21.2M	0.86%	25

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Mesirow Financial Investment Management's IJJ Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 0.16% in Q2 2026, selling an estimated $17.8K and leaving 79,854 shares worth $11.8M. The position accounts for 0.19% of the portfolio, ranked #106.

Mesirow Financial Investment Management first reported a position in IJJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $27.1M in Q4 2024. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Mesirow Financial Investment Management held 79,854 shares of iShares S&P Mid-Cap 400 Value ETF worth $11.8M as of Q2 2026.
Mesirow Financial Investment Management sold 126 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2026, an estimated $17.8K.
iShares S&P Mid-Cap 400 Value ETF made up 0.19% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #106 holding.
Mesirow Financial Investment Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $27.1M in Q4 2024.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.