Mesirow Financial Investment Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$177M	Buy	1,076,654 +21,974	+2%	+$3.49M	2.78%	7
2026 Q1	$150M	Buy	1,054,680 +315,179	+43%	+$46.9M	2.43%	9
2025 Q4	$110M	Sell	739,501 -283,367	-28%	-$41.8M	2.26%	9
2025 Q3	$149M	Buy	1,022,868 +2,879	+0.3%	+$404K	2.67%	7
2025 Q2	$138M	Sell	1,019,989 -888,129	-47%	-$111M	2.69%	7
2025 Q1	$233M	Buy	1,908,118 +897,109	+89%	+$116M	4.51%	4
2024 Q4	$130M	Buy	1,011,009 +5,799	+0.6%	+$751K	2.58%	7
2024 Q3	$126M	Buy	1,005,210 +17,152	+2%	+$2.08M	2.44%	8
2024 Q2	$117M	Buy	988,058 +13,376	+1%	+$1.54M	2.64%	7
2024 Q1	$112M	Buy	974,682 +55,391	+6%	+$6.07M	2.56%	7
2023 Q4	$96.7M	Buy	+919,291	New	+$90.1M	3.53%	3

Other funds holding ITOT

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 2.1% in Q2 2026, buying an estimated $3.49M and bringing the position to 1,076,654 shares worth $177M. The position accounts for 2.78% of the portfolio, ranked #7.

Mesirow Financial Investment Management first reported a position in ITOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $233M in Q1 2025. 1,719 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Mesirow Financial Investment Management held 1,076,654 shares of iShares Core S&P Total US Stock Market ETF worth $177M as of Q2 2026.
Mesirow Financial Investment Management bought 21,974 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $3.49M.
iShares Core S&P Total US Stock Market ETF made up 2.78% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #7 holding.
Mesirow Financial Investment Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Core S&P Total US Stock Market ETF position peaked at $233M in Q1 2025.
1,719 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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