Number of Shares
32,651.00
Current Holdings Value*
$6.14 Mil
% of Portfolio
0.12%
Total Estimate Gain
$7.56 Mil
% of Total Estimate Gain
23.17%

Mesirow Financial Investment Management, Inc.'s iShares Russell 1000 Value ETF Holding Summary

As of 2025-03-31, Mesirow Financial Investment Management, Inc. held 32,651.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $6.14 Mil. This investment constitutes 0.12% of their stock portfolio, and Mesirow Financial Investment Management, Inc. now holds 0.01% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.

The initial trade took place in 2023Q4. And since then Mesirow Financial Investment Management, Inc. has made 4 purchases of IWD, at an average price of $155.20, for a total of 210,369.00 shares. In addition, there have been 2 sales at an average price of $190.30 for 177,718.00 shares. Based on historical transaction data and IWD's current price of $195.88, Mesirow Financial Investment Management, Inc.'s estimated gain on his IWD holdings is $7.56 Mil, reflecting a 23.17% gain to date.

Mesirow Financial Investment Management, Inc. IWD ($195.88) Holding Chart

Mesirow Financial Investment Management, Inc. IWD ($195.88) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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