Mesirow Financial Investment Management, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Mesirow Financial Investment Management, Inc. opened 40 positions, added to 91, reduced 41, sold out of 35 and left 20 unchanged. The largest increase in value was SGOV (+$78,425,145); the largest decrease was FPAG (-$72,249,835).
- IJR: Country of operation —; Class CORE S&P SCP ETF; Shares 2026-03-31 1,568,315; Shares 2026-06-30 1,618,153.
- AKRE: Country of operation United States; Class AKRE FOCUS ETF; Shares 2026-03-31 797,393; Shares 2026-06-30 1,347,351.
- ITOT: Country of operation —; Class CORE S&P TTL STK; Shares 2026-03-31 1,054,680; Shares 2026-06-30 1,076,654.
- VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 207,880; Shares 2026-06-30 219,307.
Two Form 13F-HR filings compared (SEC CIK 1469475): 2026-03-31 (filed 2026-04-21) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
IJR
ISHARES TR | | CORE S&P SCP ETF | 1,568,315 | 1,618,153 | +49,838 | $194,961,955 | $239,991,864 | +$45,029,909 |
|---|
AKRE
PROFESIONALLY MANAGED PORTFO | United States | AKRE FOCUS ETF | 797,393 | 1,347,351 | +549,958 | $42,142,219 | $71,665,557 | +$29,523,338 |
|---|
ITOT
ISHARES TR | | CORE S&P TTL STK | 1,054,680 | 1,076,654 | +21,974 | $150,218,673 | $176,863,746 | +$26,645,073 |
|---|
VOO
VANGUARD INDEX FDS | | S&P 500 ETF SHS | 207,880 | 219,307 | +11,427 | $124,222,548 | $150,647,127 | +$26,424,579 |
|---|
IVV
ISHARES TR | | CORE S&P500 ETF | 243,758 | 246,977 | +3,219 | $159,238,978 | $184,994,351 | +$25,755,373 |
|---|
VXUS
VANGUARD STAR FDS | | VG TL INTL STK F | 972,639 | 1,099,337 | +126,698 | $74,999,976 | $93,983,067 | +$18,983,091 |
|---|
SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 129,793 | 131,037 | +1,244 | $84,404,053 | $97,856,658 | +$13,452,605 |
|---|
IWF
ISHARES TR | | RUS 1000 GRW ETF | 176,756 | 705,467 | +528,711 | $75,375,705 | $87,599,938 | +$12,224,233 |
|---|
VUG
VANGUARD INDEX FDS | | GROWTH ETF | 98,383 | 622,377 | +523,994 | $42,988,275 | $53,613,263 | +$10,624,988 |
|---|
TCAF
T ROWE PRICE EXCHANGE-TRADED | | CAP APPRECIATION | 1,528,965 | 1,577,702 | +48,737 | $54,416,014 | $64,843,682 | +$10,427,668 |
|---|
MGC
VANGUARD WORLD FD | | MEGA CAP INDEX | 132,573 | 145,226 | +12,653 | $31,333,482 | $39,738,418 | +$8,404,936 |
|---|
VYM
VANGUARD WHITEHALL FDS | | HIGH DIV YLD | 552,464 | 554,044 | +1,580 | $81,819,021 | $87,553,152 | +$5,734,131 |
|---|
VTV
VANGUARD INDEX FDS | | VALUE ETF | 208,072 | 211,587 | +3,515 | $40,824,368 | $46,110,877 | +$5,286,509 |
|---|
IVW
ISHARES TR | | S&P 500 GRWT ETF | 162,293 | 167,392 | +5,099 | $18,357,123 | $23,021,587 | +$4,664,464 |
|---|
VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 76,896 | 79,090 | +2,194 | $24,669,212 | $29,268,563 | +$4,599,351 |
|---|
VIG
VANGUARD SPECIALIZED FUNDS | | DIV APP ETF | 196,954 | 197,505 | +551 | $42,356,828 | $46,733,423 | +$4,376,595 |
|---|
VT
VANGUARD INTL EQUITY INDEX F | | TT WRLD ST ETF | 205,920 | 209,158 | +3,238 | $28,482,638 | $32,827,733 | +$4,345,095 |
|---|
VO
VANGUARD INDEX FDS | | MID CAP ETF | 84,386 | 353,926 | +269,540 | $24,234,388 | $28,515,859 | +$4,281,471 |
|---|
EEM
ISHARES TR | | MSCI EMG MKT ETF | 330,129 | 333,948 | +3,819 | $18,747,983 | $22,845,344 | +$4,097,361 |
|---|
IEFA
ISHARES TR | | CORE MSCI EAFE | 439,624 | 453,492 | +13,868 | $39,799,048 | $43,798,634 | +$3,999,586 |
|---|
CGBL
CAPITAL GROUP CORE BALANCED | | SHS | 439,352 | 501,967 | +62,615 | $15,117,825 | $19,055,031 | +$3,937,206 |
|---|
VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 168,410 | 174,429 | +6,019 | $18,473,058 | $22,293,718 | +$3,820,660 |
|---|
IEMG
ISHARES INC | | CORE MSCI EMKT | 252,832 | 255,867 | +3,035 | $17,635,122 | $21,195,693 | +$3,560,571 |
|---|
IBDU
ISHARES TR | | IBONDS DEC 29 | 454,359 | 599,061 | +144,702 | $10,568,402 | $13,874,255 | +$3,305,853 |
|---|
QLD
PROSHARES TR | | PSHS ULTRA QQQ | 86,000 | 87,780 | +1,780 | $5,246,000 | $8,493,593 | +$3,247,593 |
|---|
SOXX
ISHARES TR | | ISHARES SEMICDTR | 9,324 | 9,475 | +151 | $3,064,396 | $6,071,251 | +$3,006,855 |
|---|
MDY
STATE STR SPDR S&P MIDCAP 40 | | UTSER1 S&PDCRP | 26,910 | 27,116 | +206 | $16,595,226 | $19,070,037 | +$2,474,811 |
|---|
GRID
FIRST TR EXCHANGE-TRADED FD | | NASDQ CLN EDGE | 15,969 | 25,991 | +10,022 | $2,612,753 | $4,985,444 | +$2,372,691 |
|---|
VOE
VANGUARD INDEX FDS | | MCAP VL IDXVIP | 147,982 | 149,741 | +1,759 | $27,270,363 | $29,587,028 | +$2,316,665 |
|---|
VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 376,495 | 404,069 | +27,574 | $29,844,751 | $31,933,819 | +$2,089,068 |
|---|
DIVO
AMPLIFY ETF TR | | CWP ENHANCED DIV | 296,105 | 333,110 | +37,005 | $13,279,966 | $15,223,062 | +$1,943,096 |
|---|
VOOV
VANGUARD ADMIRAL FDS INC | | 500 VAL IDX FD | 83,626 | 85,349 | +1,723 | $17,042,097 | $18,709,488 | +$1,667,391 |
|---|
VWO
VANGUARD INTL EQUITY INDEX F | | FTSE EMR MKT ETF | 234,308 | 236,093 | +1,785 | $12,664,363 | $14,092,460 | +$1,428,097 |
|---|
VB
VANGUARD INDEX FDS | | SMALL CP ETF | 28,196 | 28,681 | +485 | $7,385,211 | $8,694,212 | +$1,309,001 |
|---|
IJT
ISHARES TR | | S&P SML 600 GWT | 26,746 | 27,766 | +1,020 | $3,870,426 | $4,959,070 | +$1,088,644 |
|---|
FLXR
TCW ETF TRUST | | FLEXIBLE INCOME | 131,296 | 154,007 | +22,711 | $5,156,007 | $6,038,524 | +$882,517 |
|---|
VGT
VANGUARD WORLD FD | | INF TECH ETF | 2,114 | 19,058 | +16,944 | $1,475,527 | $2,277,925 | +$802,398 |
|---|
IXUS
ISHARES TR | | CORE MSCI TOTAL | 65,890 | 66,932 | +1,042 | $5,708,691 | $6,388,020 | +$679,329 |
|---|
VOOG
VANGUARD ADMIRAL FDS INC | | 500 GRTH IDX F | 9,906 | 56,961 | +47,055 | $4,038,663 | $4,706,084 | +$667,421 |
|---|
VUSB
VANGUARD BD INDEX FDS | | VANGUARD ULTRA | 260,296 | 272,316 | +12,020 | $12,958,487 | $13,555,551 | +$597,064 |
|---|
DFAX
DIMENSIONAL ETF TRUST | | WORLD EX US CORE | 90,417 | 99,308 | +8,891 | $3,071,468 | $3,658,550 | +$587,082 |
|---|
VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 12,655 | 18,824 | +6,169 | $740,778 | $1,095,568 | +$354,790 |
|---|
IBDT
ISHARES TR | | IBDS DEC28 ETF | 637,798 | 653,571 | +15,773 | $16,155,434 | $16,502,699 | +$347,265 |
|---|
VNQ
VANGUARD INDEX FDS | | REAL ESTATE ETF | 31,730 | 32,754 | +1,024 | $2,814,354 | $3,158,174 | +$343,820 |
|---|
ESGV
VANGUARD WORLD FD | | ESG US STK ETF | 16,234 | 16,282 | +48 | $1,822,718 | $2,153,061 | +$330,343 |
|---|
IWB
ISHARES TR | | RUS 1000 ETF | 5,913 | 5,923 | +10 | $2,108,714 | $2,426,426 | +$317,712 |
|---|
QYLD
GLOBAL X FDS | | NASDAQ 100 COVER | 104,895 | 112,498 | +7,603 | $1,798,985 | $2,073,388 | +$274,403 |
|---|
DFAI
DIMENSIONAL ETF TRUST | | INTL CORE EQT MK | 38,549 | 42,385 | +3,836 | $1,501,902 | $1,748,446 | +$246,544 |
|---|
DGRW
WISDOMTREE TR | | US QTLY DIV GRT | 23,601 | 24,165 | +564 | $2,073,059 | $2,310,661 | +$237,602 |
|---|
RYLD
GLOBAL X FDS | | RUSSELL 2000 | 153,813 | 158,466 | +4,653 | $2,299,518 | $2,533,856 | +$234,338 |
|---|
DFUV
DIMENSIONAL ETF TRUST | | US MKTWIDE VALUE | 12,302 | 14,981 | +2,679 | $596,139 | $824,087 | +$227,948 |
|---|
VBR
VANGUARD INDEX FDS | | SM CP VAL ETF | 6,398 | 6,624 | +226 | $1,389,883 | $1,609,365 | +$219,482 |
|---|
CSQ
CALAMOS STRATEGIC TOTAL RETU | | COM SH BEN INT | 60,954 | 61,156 | +202 | $1,043,539 | $1,257,375 | +$213,836 |
|---|
VXF
VANGUARD INDEX FDS | | EXTEND MKT ETF | 2,386 | 2,851 | +465 | $490,828 | $701,948 | +$211,120 |
|---|
IGSB
ISHARES TR | | ISHS 1-5YR INVS | 72,765 | 76,896 | +4,131 | $3,824,426 | $4,030,049 | +$205,623 |
|---|
ACWI
ISHARES TR | | MSCI ACWI ETF | 9,993 | 10,043 | +50 | $1,382,720 | $1,576,459 | +$193,739 |
|---|
SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 41,311 | 43,158 | +1,847 | $1,022,456 | $1,195,505 | +$173,049 |
|---|
BHK
BLACKROCK CORE BD TR | | SHS BEN INT | 74,215 | 92,009 | +17,794 | $679,805 | $843,726 | +$163,921 |
|---|
VBK
VANGUARD INDEX FDS | | SML CP GRW ETF | 930 | 1,211 | +281 | $281,226 | $442,582 | +$161,356 |
|---|
VEU
VANGUARD INTL EQUITY INDEX F | | ALLWRLD EX US | 16,937 | 16,963 | +26 | $1,271,982 | $1,420,625 | +$148,643 |
|---|
AVDE
AMERICAN CENTY ETF TR | | INTL EQT ETF | 2,843 | 4,131 | +1,288 | $241,297 | $368,517 | +$127,220 |
|---|
AVUS
AMERICAN CENTY ETF TR | | US EQT ETF | 2,007 | 2,665 | +658 | $223,125 | $341,289 | +$118,164 |
|---|
IWN
ISHARES TR | | RUS 2000 VAL ETF | 1,524 | 1,798 | +274 | $288,776 | $397,709 | +$108,933 |
|---|
IGF
ISHARES TR | | GLB INFRASTR ETF | 24,626 | 26,376 | +1,750 | $1,649,946 | $1,756,701 | +$106,755 |
|---|
XYLD
GLOBAL X FDS | | S&P 500 COVERED | 13,222 | 15,161 | +1,939 | $517,356 | $618,426 | +$101,070 |
|---|
VOT
VANGUARD INDEX FDS | | MCAP GR IDXVIP | 2,042 | 2,043 | +1 | $525,498 | $625,678 | +$100,180 |
|---|
IXN
ISHARES TR | | GLOBAL TECH ETF | 2,203 | 2,204 | +1 | $220,232 | $318,457 | +$98,225 |
|---|
AMLP
ALPS ETF TR | | ALERIAN MLP | 96,319 | 99,646 | +3,327 | $5,070,221 | $5,166,659 | +$96,438 |
|---|
AGG
ISHARES TR | | CORE US AGGBD ET | 36,875 | 37,877 | +1,002 | $3,660,567 | $3,749,127 | +$88,560 |
|---|
VV
VANGUARD INDEX FDS | | LARGE CAP ETF | 1,937 | 1,940 | +3 | $578,685 | $666,995 | +$88,310 |
|---|
DIA
STATE STR SPDR DOW JONES IND | | UT SER 1 | 1,433 | 1,439 | +6 | $664,125 | $751,862 | +$87,737 |
|---|
MOTI
VANECK ETF TRUST | | MRNGSTR INT MOAT | 22,648 | 25,898 | +3,250 | $773,521 | $861,153 | +$87,632 |
|---|
SCZ
ISHARES TR | | EAFE SML CP ETF | 11,591 | 12,054 | +463 | $908,940 | $991,621 | +$82,681 |
|---|
VSGX
VANGUARD WORLD FD | | ESG INTL STK ETF | 5,941 | 6,052 | +111 | $426,117 | $498,275 | +$72,158 |
|---|
PICK
ISHARES INC | | MSCI GBL ETF NEW | 40,531 | 40,537 | +6 | $2,293,667 | $2,357,213 | +$63,546 |
|---|
IGV
ISHARES TR | | EXPANDED TECH | 5,269 | 5,294 | +25 | $421,783 | $479,652 | +$57,869 |
|---|
BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 49,631 | 50,518 | +887 | $3,654,862 | $3,708,513 | +$53,651 |
|---|
VCR
VANGUARD WORLD FD | | CONSUM DIS ETF | 872 | 922 | +50 | $312,841 | $365,447 | +$52,606 |
|---|
IBDS
ISHARES TR | | IBONDS 27 ETF | 739,406 | 742,094 | +2,688 | $17,923,204 | $17,973,526 | +$50,322 |
|---|
EFV
ISHARES TR | | EAFE VALUE ETF | 15,330 | 15,527 | +197 | $1,139,708 | $1,188,541 | +$48,833 |
|---|
ITA
ISHARES TR | | US AER DEF ETF | 1,565 | 1,590 | +25 | $342,404 | $385,515 | +$43,111 |
|---|
CGDG
CAPITAL GROUP DIVIDEND GROWE | | SHS ETF | 18,115 | 18,170 | +55 | $650,343 | $681,561 | +$31,218 |
|---|
SOR
SOURCE CAPITAL | | COM SHS OF BEN I | 75,349 | 75,409 | +60 | $3,490,130 | $3,466,524 | -$23,606 |
|---|
EIS
ISHARES INC | | MSCI ISRAEL ETF | 1,877 | 1,969 | +92 | $217,807 | $237,724 | +$19,917 |
|---|
IYM
ISHARES TR | | U.S. BAS MTL ETF | 5,014 | 5,015 | +1 | $881,948 | $900,313 | +$18,365 |
|---|
VTIP
VANGUARD MALVERN FDS | | STRM INFPROIDX | 10,105 | 10,301 | +196 | $504,736 | $517,427 | +$12,691 |
|---|
GBTC
GRAYSCALE BITCOIN TRUST ETF | United States | SHS REP COM UT | 9,669 | 10,934 | +1,265 | $510,137 | $497,716 | -$12,421 |
|---|
NAC
NUVEEN CA DIVI ADV MUN | | COM | 16,440 | 16,749 | +309 | $191,529 | $202,995 | +$11,466 |
|---|
PMM
PUTNAM MANAGED MUN INCOME TR | | COM | 10,199 | 10,339 | +140 | $62,724 | $67,619 | +$4,895 |
|---|
VCIT
VANGUARD SCOTTSDALE FDS | | INT-TERM CORP | 5,263 | 5,326 | +63 | $435,495 | $440,091 | +$4,596 |
|---|
BIV
VANGUARD BD INDEX FDS | | INTERMED TERM | 3,976 | 3,978 | +2 | $306,905 | $305,098 | -$1,807 |
|---|