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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.6M	Sell	196,514 -10,783	-5%	-$2.51M	0.75%	29
2026 Q1	$44.3M	Buy	207,297 +39,587	+24%	+$8.67M	0.72%	30
2025 Q4	$35.3M	Sell	167,710 -41,644	-20%	-$8.6M	0.72%	30
2025 Q3	$42.6M	Buy	209,354 +3,610	+2%	+$718K	0.76%	28
2025 Q2	$40M	Buy	205,744 +173,093	+530%	+$32.1M	0.78%	24
2025 Q1	$6.14M	Sell	32,651 -175,985	-84%	-$33.5M	0.12%	124
2024 Q4	$38.6M	Buy	208,636 +42	+0%	+$8.06K	0.77%	26
2024 Q3	$39.6M	Buy	208,594 +157	+0.1%	+$28.6K	0.77%	30
2024 Q2	$36.4M	Sell	208,437 -1,733	-0.8%	-$303K	0.82%	25
2024 Q1	$37.6M	Buy	210,170 +10,627	+5%	+$1.8M	0.86%	22
2023 Q4	$32M	Buy	+199,543	New	+$30.8M	1.17%	16

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Russell 1000 Value ETF (IWD) stake by 5.2% in Q2 2026, selling an estimated $2.51M and leaving 196,514 shares worth $47.6M. The position accounts for 0.75% of the portfolio, ranked #29.

Mesirow Financial Investment Management first reported a position in IWD in Q4 2023 and has held it in 11 quarters since. 1,967 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Mesirow Financial Investment Management held 196,514 shares of iShares Russell 1000 Value ETF worth $47.6M as of Q2 2026.
Mesirow Financial Investment Management sold 10,783 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.51M.
iShares Russell 1000 Value ETF made up 0.75% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #29 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell 1000 Value ETF in Q4 2023 and has held it in 11 quarters since.
1,967 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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