Mesirow Financial Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.9M	Sell	141,970 -10,320	-7%	-$984K	0.22%	99
2026 Q1	$13.5M	Sell	152,290 -2,612	-2%	-$238K	0.22%	103
2025 Q4	$13.9M	Sell	154,902 -106	-0.1%	-$9.44K	0.28%	79
2025 Q3	$13.7M	Sell	155,008 -68	-0%	-$5.79K	0.24%	89
2025 Q2	$12.9M	Sell	155,076 -11,634	-7%	-$910K	0.25%	89
2025 Q1	$12.8M	Buy	166,710 +6,892	+4%	+$537K	0.25%	92
2024 Q4	$12.2M	Buy	159,818 +977	+0.6%	+$76.5K	0.24%	90
2024 Q3	$12.5M	Sell	158,841 -9,893	-6%	-$752K	0.24%	92
2024 Q2	$12.6M	Sell	168,734 -2,188	-1%	-$160K	0.28%	87
2024 Q1	$12.6M	Buy	170,922 +11,574	+7%	+$817K	0.29%	85
2023 Q4	$11M	Buy	+159,348	New	+$10.4M	0.4%	61

Other funds holding AOA

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Mesirow Financial Investment Management reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 6.8% in Q2 2026, selling an estimated $984K and leaving 141,970 shares worth $13.9M. The position accounts for 0.22% of the portfolio, ranked #99.

Mesirow Financial Investment Management first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.9M in Q4 2025. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

Mesirow Financial Investment Management held 141,970 shares of iShares Core 80/20 Aggressive Allocation ETF worth $13.9M as of Q2 2026.
Mesirow Financial Investment Management sold 10,320 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $984K.
iShares Core 80/20 Aggressive Allocation ETF made up 0.22% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #99 holding.
Mesirow Financial Investment Management first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Core 80/20 Aggressive Allocation ETF position peaked at $13.9M in Q4 2025.
422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

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