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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$61M	Sell	553,000 -573,058	-51%	-$60.3M	0.96%	24
2026 Q1	$109M	Buy	1,126,058 +820,594	+269%	+$82M	1.77%	12
2025 Q4	$29.4M	Sell	305,464 -242,499	-44%	-$23.3M	0.6%	40
2025 Q3	$52.9M	Buy	547,963 +597	+0.1%	+$56.6K	0.95%	20
2025 Q2	$50.3M	Sell	547,366 -572,282	-51%	-$49.4M	0.98%	20
2025 Q1	$95.2M	Buy	1,119,648 +569,914	+104%	+$50.8M	1.85%	9
2024 Q4	$48.6M	Buy	549,734 +4,798	+0.9%	+$435K	0.97%	20
2024 Q3	$48M	Buy	544,936 +73,966	+16%	+$6.23M	0.93%	22
2024 Q2	$38.2M	Buy	470,970 +8,673	+2%	+$706K	0.86%	23
2024 Q1	$38.9M	Buy	462,297 +34,129	+8%	+$2.7M	0.88%	21
2023 Q4	$33M	Buy	+428,168	New	+$30.4M	1.21%	15

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Russell Mid-Cap ETF (IWR) stake by 51% in Q2 2026, selling an estimated $60.3M and leaving 553,000 shares worth $61M. The position accounts for 0.96% of the portfolio, ranked #24.

Mesirow Financial Investment Management first reported a position in IWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $109M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Mesirow Financial Investment Management held 553,000 shares of iShares Russell Mid-Cap ETF worth $61M as of Q2 2026.
Mesirow Financial Investment Management sold 573,058 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $60.3M.
iShares Russell Mid-Cap ETF made up 0.96% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #24 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Russell Mid-Cap ETF position peaked at $109M in Q1 2026.
1,587 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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