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Mesirow Institutional Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Mesirow Institutional Investment Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.68M Buy
4,551
+17
+0.4% +$10.1K 0.21% 112
2024
Q3 		$2.62M Buy
4,534
+17
+0.4% +$9.45K 0.2% 108
2024
Q2 		$2.47M Buy
4,517
+14
+0.3% +$7.36K 0.22% 104
2024
Q1 		$2.37M Buy
4,503
+14
+0.3% +$7K 0.21% 105
2023
Q4 		$2.14M Buy
4,489
+38
+0.9% +$17K 0.2% 104
2023
Q3 		$1.91M Buy
4,451
+14
+0.3% +$6.26K 0.19% 108
2023
Q2 		$1.98M Hold
4,437
– – 0.2% 105
2023
Q1 		$1.82M Buy
4,437
+18
+0.4% +$7.22K 0.2% 131
2022
Q4 		$1.7M Buy
4,419
+42
+1% +$16.2K 0.22% 105
2022
Q3 		$1.57M Buy
+4,377
New +$1.75M 0.23% 99

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mesirow Institutional Investment Management's IVV Position: Q4 2024 in Review

Mesirow Institutional Investment Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q4 2024, buying an estimated $10.1K and bringing the position to 4,551 shares worth $2.68M. The position accounts for 0.21% of the portfolio, ranked #112.

Mesirow Institutional Investment Management first reported a position in IVV in Q3 2022 and has held it in 10 quarters since. 3,603 funds tracked by Wall St. Rank hold IVV as of Q4 2024.

  • Mesirow Institutional Investment Management held 4,551 shares of iShares Core S&P 500 ETF worth $2.68M as of Q4 2024.
  • Mesirow Institutional Investment Management bought 17 iShares Core S&P 500 ETF shares in Q4 2024, an estimated $10.1K.
  • iShares Core S&P 500 ETF made up 0.21% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #112 holding.
  • Mesirow Institutional Investment Management first reported a position in iShares Core S&P 500 ETF in Q3 2022 and has held it in 10 quarters since.
  • 3,603 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.