MFIM
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Mesirow Financial Investment Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Mesirow Financial Investment Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$240M Buy
1,618,153
+49,838
+3% +$6.84M 3.77% 4
2026
Q1 		$195M Buy
1,568,315
+479,564
+44% +$60.9M 3.16% 4
2025
Q4 		$131M Sell
1,088,751
-389,393
-26% -$46.6M 2.69% 7
2025
Q3 		$176M Buy
1,478,144
+42,948
+3% +$4.94M 3.14% 4
2025
Q2 		$157M Sell
1,435,196
-34,530
-2% -$3.57M 3.06% 5
2025
Q1 		$154M Buy
1,469,726
+10,655
+0.7% +$1.2M 2.98% 5
2024
Q4 		$168M Buy
1,459,071
+76,834
+6% +$9.18M 3.34% 4
2024
Q3 		$162M Buy
1,382,237
+59,079
+4% +$6.67M 3.13% 4
2024
Q2 		$141M Buy
1,323,158
+6,857
+0.5% +$734K 3.18% 4
2024
Q1 		$145M Buy
1,316,301
+255,644
+24% +$27.1M 3.31% 4
2023
Q4 		$94.8M Buy
+1,060,657
New +$102M 3.46% 4

Other funds holding IJR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q2 2026, buying an estimated $6.84M and bringing the position to 1,618,153 shares worth $240M. The position accounts for 3.77% of the portfolio, ranked #4.

Mesirow Financial Investment Management first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 1,795 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Mesirow Financial Investment Management held 1,618,153 shares of iShares Core S&P Small-Cap ETF worth $240M as of Q2 2026.
  • Mesirow Financial Investment Management bought 49,838 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $6.84M.
  • iShares Core S&P Small-Cap ETF made up 3.77% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #4 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,795 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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