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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$896K	Sell	5,442 -5,548	-50%	-$875K	0.01%	288
2026 Q1	$1.6M	Buy	10,990 +6,590	+150%	+$978K	0.03%	217
2025 Q4	$620K	Sell	4,400 -1,224	-22%	-$171K	0.01%	301
2025 Q3	$785K	Buy	5,624 +321	+6%	+$43.9K	0.01%	297
2025 Q2	$701K	Sell	5,303 -5,287	-50%	-$663K	0.01%	305
2025 Q1	$1.33M	Buy	10,590 +6,685	+171%	+$870K	0.03%	235
2024 Q4	$505K	Buy	3,905 +2	+0.1%	+$268	0.01%	350
2024 Q3	$516K	Buy	3,903 +278	+8%	+$35.1K	0.01%	358
2024 Q2	$438K	Sell	3,625 -504	-12%	-$61.2K	0.01%	353
2024 Q1	$518K	Buy	4,129 +1,209	+41%	+$142K	0.01%	335
2023 Q4	$340K	Buy	+2,920	New	+$311K	0.01%	396

Other funds holding IWS

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

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

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

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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 50% in Q2 2026, selling an estimated $875K and leaving 5,442 shares worth $896K. The position accounts for 0.01% of the portfolio, ranked #288.

Mesirow Financial Investment Management first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.6M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Mesirow Financial Investment Management held 5,442 shares of iShares Russell Mid-Cap Value ETF worth $896K as of Q2 2026.
Mesirow Financial Investment Management sold 5,548 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $875K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #288 holding.
Mesirow Financial Investment Management first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Russell Mid-Cap Value ETF position peaked at $1.6M in Q1 2026.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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