Mesirow Financial Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21M	Sell	143,704 -134,754	-48%	-$18.6M	0.33%	75
2026 Q1	$35.7M	Buy	278,458 +189,035	+211%	+$25.6M	0.58%	46
2025 Q4	$12.2M	Sell	89,423 -53,438	-37%	-$7.47M	0.25%	88
2025 Q3	$20.3M	Buy	142,861 +1,077	+0.8%	+$152K	0.36%	73
2025 Q2	$19.7M	Sell	141,784 -134,002	-49%	-$17M	0.38%	69
2025 Q1	$32.4M	Buy	275,786 +144,035	+109%	+$18.5M	0.63%	35
2024 Q4	$16.7M	Buy	131,751 +43,181	+49%	+$5.49M	0.33%	72
2024 Q3	$10.4M	Buy	88,570 +4,776	+6%	+$534K	0.2%	102
2024 Q2	$9.25M	Buy	83,794 +31,801	+61%	+$3.49M	0.21%	105
2024 Q1	$5.93M	Buy	51,993 +27,351	+111%	+$2.96M	0.14%	120
2023 Q4	$2.57M	Buy	+24,642	New	+$2.34M	0.09%	134

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 48% in Q2 2026, selling an estimated $18.6M and leaving 143,704 shares worth $21M. The position accounts for 0.33% of the portfolio, ranked #75.

Mesirow Financial Investment Management first reported a position in IWP in Q4 2023 and has held it in 11 quarters since. The position peaked at $35.7M in Q1 2026. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Mesirow Financial Investment Management held 143,704 shares of iShares Russell Mid-Cap Growth ETF worth $21M as of Q2 2026.
Mesirow Financial Investment Management sold 134,754 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.6M.
iShares Russell Mid-Cap Growth ETF made up 0.33% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #75 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $35.7M in Q1 2026.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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