Mesirow Financial Investment Management’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Hold	1,200	–	–	﹤0.01%	445
2026 Q1	$218K	Hold	1,200	–	–	﹤0.01%	484
2025 Q4	$240K	Hold	1,200	–	–	﹤0.01%	437
2025 Q3	$235K	Sell	1,200 -146	-11%	-$26.7K	﹤0.01%	500
2025 Q2	$233K	Buy	+1,346	New	+$204K	﹤0.01%	483
2025 Q1	–	Sell	-1,346	Closed	-$215K	–	612
2024 Q4	$215K	Hold	1,346	–	–	﹤0.01%	539
2024 Q3	$204K	Hold	1,346	–	–	﹤0.01%	541
2024 Q2	$203K	Buy	+1,346	New	+$186K	﹤0.01%	473

Other funds holding IYW

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

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

Mesirow Financial Investment Management held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 1,200 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Mesirow Financial Investment Management first reported a position in IYW in Q2 2024 and has held it in 8 quarters since. 843 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Mesirow Financial Investment Management held 1,200 shares of iShares US Technology ETF worth $303K as of Q2 2026.
Mesirow Financial Investment Management left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #445 holding.
Mesirow Financial Investment Management first reported a position in iShares US Technology ETF in Q2 2024 and has held it in 8 quarters since.
843 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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