Mesirow Financial Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43M	Buy	5,923 +10	+0.2%	+$3.96K	0.04%	197
2026 Q1	$2.11M	Buy	5,913 +77	+1%	+$28.7K	0.03%	204
2025 Q4	$2.18M	Sell	5,836 -493	-8%	-$183K	0.04%	175
2025 Q3	$2.31M	Buy	6,329 +405	+7%	+$143K	0.04%	183
2025 Q2	$2.01M	Sell	5,924 -426	-7%	-$134K	0.04%	191
2025 Q1	$1.95M	Buy	6,350 +290	+5%	+$93.8K	0.04%	194
2024 Q4	$1.95M	Buy	6,060 +2,191	+57%	+$710K	0.04%	193
2024 Q3	$1.22M	Buy	3,869 +755	+24%	+$229K	0.02%	243
2024 Q2	$928K	Sell	3,114 -290	-9%	-$83.3K	0.02%	259
2024 Q1	$981K	Sell	3,404 -4,299	-56%	-$1.18M	0.02%	253
2023 Q4	$2.02M	Buy	+7,703	New	+$1.89M	0.07%	156

Other funds holding IWB

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

M&T Bank Buffalo, New York $34.1B AUM 29.2% 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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Mesirow Financial Investment Management increased its iShares Russell 1000 ETF (IWB) stake by 0.17% in Q2 2026, buying an estimated $3.96K and bringing the position to 5,923 shares worth $2.43M. The position accounts for 0.04% of the portfolio, ranked #197.

Mesirow Financial Investment Management first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 931 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Mesirow Financial Investment Management held 5,923 shares of iShares Russell 1000 ETF worth $2.43M as of Q2 2026.
Mesirow Financial Investment Management bought 10 iShares Russell 1000 ETF shares in Q2 2026, an estimated $3.96K.
iShares Russell 1000 ETF made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #197 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
931 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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