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Mesirow Institutional Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

Mesirow Institutional Investment Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$97.9K Buy
+443
New +$101K 0.01% 128
2023
Q4 		– Sell
-881
Closed -$156K – 121
2023
Q3 		$156K Sell
881
-569
-39% -$107K 0.02% 116
2023
Q2 		$272K Buy
1,450
+1,310
+936% +$234K 0.03% 112
2023
Q1 		$25K Sell
140
-530
-79% -$97.6K ﹤0.01% 144
2022
Q4 		$117K Buy
670
+200
+43% +$35.6K 0.02% 117
2022
Q3 		$78K Buy
+470
New +$85.7K 0.01% 110

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Mesirow Institutional Investment Management opened a new position in iShares Russell 2000 ETF (IWM) in Q4 2024: 443 shares worth $97.9K. The stake represents 0.01% of the portfolio and ranks #128 among its holdings. This is a return to the name: Mesirow Institutional Investment Management previously reported a position in IWM as recently as Q3 2023.

Mesirow Institutional Investment Management first reported a position in IWM in Q3 2022 and has held it in 6 quarters since. The position peaked at $272K in Q2 2023. 2,522 funds tracked by Wall St. Rank hold IWM as of Q4 2024.

  • Mesirow Institutional Investment Management held 443 shares of iShares Russell 2000 ETF worth $97.9K as of Q4 2024.
  • iShares Russell 2000 ETF was a new Mesirow Institutional Investment Management position in Q4 2024.
  • iShares Russell 2000 ETF made up 0.01% of Mesirow Institutional Investment Management's portfolio in Q4 2024, its #128 holding.
  • Mesirow Institutional Investment Management first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 6 quarters since.
  • Mesirow Institutional Investment Management's iShares Russell 2000 ETF position peaked at $272K in Q2 2023.
  • 2,522 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2024.

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