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Mesirow Financial Investment Management’s iShares Russell 3000 ETF IWV Stock Holding History

Mesirow Financial Investment Management’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$511K Hold
1,199
– – 0.01% 363
2026
Q1 		$444K Sell
1,199
-120
-9% -$46.4K 0.01% 371
2025
Q4 		$510K Sell
1,319
-93
-7% -$35.7K 0.01% 326
2025
Q3 		$535K Buy
1,412
+180
+15% +$65.6K 0.01% 365
2025
Q2 		$432K Sell
1,232
-183
-13% -$59.4K 0.01% 385
2025
Q1 		$449K Buy
1,415
+180
+15% +$60.4K 0.01% 369
2024
Q4 		$413K Sell
1,235
-171
-12% -$57.6K 0.01% 394
2024
Q3 		$459K Buy
+1,406
New +$443K 0.01% 372
2024
Q1 		– Sell
-895
Closed -$245K – 570
2023
Q4 		$245K Buy
+895
New +$228K 0.01% 479

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mesirow Financial Investment Management held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,199 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #363.

Mesirow Financial Investment Management first reported a position in IWV in Q4 2023 and has held it in 9 quarters since. The position peaked at $535K in Q3 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Mesirow Financial Investment Management held 1,199 shares of iShares Russell 3000 ETF worth $511K as of Q2 2026.
  • Mesirow Financial Investment Management left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
  • iShares Russell 3000 ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #363 holding.
  • Mesirow Financial Investment Management first reported a position in iShares Russell 3000 ETF in Q4 2023 and has held it in 9 quarters since.
  • Mesirow Financial Investment Management's iShares Russell 3000 ETF position peaked at $535K in Q3 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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