MFIM
IWM icon

Mesirow Financial Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mesirow Financial Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.6M Sell
95,143
-58
-0.1% -$16.3K 0.45% 55
2026
Q1 		$23.6M Buy
95,201
+10,843
+13% +$2.8M 0.38% 65
2025
Q4 		$20.8M Sell
84,358
-9,168
-10% -$2.25M 0.43% 62
2025
Q3 		$22.6M Sell
93,526
-1,022
-1% -$234K 0.4% 66
2025
Q2 		$20.4M Buy
94,548
+38
+0% +$7.65K 0.4% 68
2025
Q1 		$18.9M Buy
94,510
+3,743
+4% +$812K 0.37% 71
2024
Q4 		$20.1M Sell
90,767
-1,040
-1% -$237K 0.4% 65
2024
Q3 		$20.3M Sell
91,807
-60
-0.1% -$12.8K 0.39% 67
2024
Q2 		$18.6M Buy
91,867
+28
+0% +$5.66K 0.42% 59
2024
Q1 		$19.3M Buy
91,839
+7,343
+9% +$1.46M 0.44% 60
2023
Q4 		$12.7M Buy
+84,496
New +$15.1M 0.47% 48

Other funds holding IWM

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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.06% in Q2 2026, selling an estimated $16.3K and leaving 95,143 shares worth $28.6M. The position accounts for 0.45% of the portfolio, ranked #55.

Mesirow Financial Investment Management first reported a position in IWM in Q4 2023 and has held it in 11 quarters since. 1,235 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Mesirow Financial Investment Management held 95,143 shares of iShares Russell 2000 ETF worth $28.6M as of Q2 2026.
  • Mesirow Financial Investment Management sold 58 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Russell 2000 ETF made up 0.45% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #55 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,235 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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