MFIM
IVV icon

Mesirow Financial Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mesirow Financial Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$185M Buy
246,977
+3,219
+1% +$2.34M 2.91% 6
2026
Q1 		$159M Buy
243,758
+84,679
+53% +$57.8M 2.58% 6
2025
Q4 		$109M Sell
159,079
-82,920
-34% -$56.3M 2.24% 10
2025
Q3 		$162M Buy
241,999
+304
+0.1% +$196K 2.9% 6
2025
Q2 		$150M Buy
241,695
+7,075
+3% +$4.06M 2.93% 6
2025
Q1 		$132M Buy
234,620
+900
+0.4% +$531K 2.56% 6
2024
Q4 		$138M Buy
233,720
+1,475
+0.6% +$873K 2.73% 5
2024
Q3 		$134M Buy
232,245
+3,053
+1% +$1.7M 2.59% 6
2024
Q2 		$126M Buy
229,192
+8,102
+4% +$4.26M 2.83% 6
2024
Q1 		$116M Buy
221,090
+46,253
+26% +$23.1M 2.64% 6
2023
Q4 		$83.5M Buy
+174,837
New +$78.3M 3.05% 6

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 1.3% in Q2 2026, buying an estimated $2.34M and bringing the position to 246,977 shares worth $185M. The position accounts for 2.91% of the portfolio, ranked #6.

Mesirow Financial Investment Management first reported a position in IVV in Q4 2023 and has held it in 11 quarters since. 1,579 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Mesirow Financial Investment Management held 246,977 shares of iShares Core S&P 500 ETF worth $185M as of Q2 2026.
  • Mesirow Financial Investment Management bought 3,219 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.34M.
  • iShares Core S&P 500 ETF made up 2.91% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #6 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,579 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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