Mesirow Financial Investment Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.2M	Sell	97,895 -96,437	-50%	-$21.5M	0.35%	70
2026 Q1	$41M	Buy	194,332 +102,144	+111%	+$22.1M	0.66%	39
2025 Q4	$19.6M	Sell	92,188 -4,830	-5%	-$1.01M	0.4%	66
2025 Q3	$20M	Buy	97,018 +250	+0.3%	+$50.2K	0.36%	75
2025 Q2	$18.9M	Sell	96,768 -1,652	-2%	-$308K	0.37%	71
2025 Q1	$18.8M	Buy	98,420 +164	+0.2%	+$31.7K	0.36%	73
2024 Q4	$18.8M	Sell	98,256 -2,622	-3%	-$520K	0.37%	69
2024 Q3	$19.9M	Buy	100,878 +1,573	+2%	+$299K	0.38%	69
2024 Q2	$18.1M	Buy	99,305 +508	+0.5%	+$92.5K	0.41%	61
2024 Q1	$18.5M	Sell	98,797 -178	-0.2%	-$31.6K	0.42%	62
2023 Q4	$6.87M	Buy	+98,975	New	+$15.9M	0.25%	81

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares S&P 500 Value ETF (IVE) stake by 50% in Q2 2026, selling an estimated $21.5M and leaving 97,895 shares worth $22.2M. The position accounts for 0.35% of the portfolio, ranked #70.

Mesirow Financial Investment Management first reported a position in IVE in Q4 2023 and has held it in 11 quarters since. The position peaked at $41M in Q1 2026. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Mesirow Financial Investment Management held 97,895 shares of iShares S&P 500 Value ETF worth $22.2M as of Q2 2026.
Mesirow Financial Investment Management sold 96,437 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $21.5M.
iShares S&P 500 Value ETF made up 0.35% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #70 holding.
Mesirow Financial Investment Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares S&P 500 Value ETF position peaked at $41M in Q1 2026.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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