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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$398K	Buy	1,798 +274	+18%	+$57.4K	0.01%	396
2026 Q1	$289K	Buy	1,524 +235	+18%	+$45.5K	﹤0.01%	437
2025 Q4	$234K	Sell	1,289 -1,466	-53%	-$263K	﹤0.01%	439
2025 Q3	$487K	Buy	2,755 +333	+14%	+$56.2K	0.01%	378
2025 Q2	$382K	Sell	2,422 -414	-15%	-$61.6K	0.01%	402
2025 Q1	$428K	Buy	2,836 +278	+11%	+$44.9K	0.01%	375
2024 Q4	$420K	Buy	2,558 +228	+10%	+$38.9K	0.01%	391
2024 Q3	$389K	Buy	+2,330	New	+$379K	0.01%	401
2024 Q2	–	Sell	-1,413	Closed	-$224K	–	522
2024 Q1	$224K	Sell	1,413 -71	-5%	-$10.8K	0.01%	472
2023 Q4	$230K	Buy	+1,484	New	+$206K	0.01%	492

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Russell 2000 Value ETF (IWN) stake by 18% in Q2 2026, buying an estimated $57.4K and bringing the position to 1,798 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #396.

Mesirow Financial Investment Management first reported a position in IWN in Q4 2023 and has held it in 10 quarters since. The position peaked at $487K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Mesirow Financial Investment Management held 1,798 shares of iShares Russell 2000 Value ETF worth $398K as of Q2 2026.
Mesirow Financial Investment Management bought 274 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $57.4K.
iShares Russell 2000 Value ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #396 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell 2000 Value ETF in Q4 2023 and has held it in 10 quarters since.
Mesirow Financial Investment Management's iShares Russell 2000 Value ETF position peaked at $487K in Q3 2025.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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