MFIM
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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
PWA
Provenance Wealth Advisors Fort Lauderdale, Florida $1.05B AUM 18.67% 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. 1,084 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.
  • 1,084 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.