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

Mesirow Financial Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Hold
2,655
– – 0.02% 272
2026
Q1 		$833K Sell
2,655
-1
-0% -$333 0.01% 291
2025
Q4 		$857K Sell
2,656
-42
-2% -$13.7K 0.02% 260
2025
Q3 		$863K Buy
2,698
+24
+0.9% +$7.24K 0.02% 282
2025
Q2 		$764K Sell
2,674
-89
-3% -$23.4K 0.01% 292
2025
Q1 		$706K Buy
2,763
+2
+0.1% +$564 0.01% 302
2024
Q4 		$795K Buy
2,761
+162
+6% +$47.9K 0.02% 288
2024
Q3 		$738K Buy
2,599
+42
+2% +$11.5K 0.01% 303
2024
Q2 		$672K Sell
2,557
-23
-0.9% -$5.97K 0.02% 294
2024
Q1 		$698K Buy
2,580
+45
+2% +$11.5K 0.02% 299
2023
Q4 		$639K Buy
+2,535
New +$571K 0.02% 273

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Mesirow Financial Investment Management held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 2,655 shares worth $1.05M. The position accounts for 0.02% of the portfolio, ranked #272.

Mesirow Financial Investment Management first reported a position in IWO in Q4 2023 and has held it in 11 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Mesirow Financial Investment Management held 2,655 shares of iShares Russell 2000 Growth ETF worth $1.05M as of Q2 2026.
  • Mesirow Financial Investment Management left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.02% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #272 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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