MFIM
Mesirow Financial Investment Management’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Sell |
155,076
-11,634
| -7% | -$970K | 0.25% | 89 |
|
|
2025
Q1 | $12.8M | Buy |
166,710
+6,892
| +4% | +$527K | 0.25% | 92 |
|
|
2024
Q4 | $12.2M | Buy |
159,818
+977
| +0.6% | +$74.8K | 0.24% | 90 |
|
|
2024
Q3 | $12.5M | Sell |
158,841
-9,893
| -6% | -$781K | 0.24% | 92 |
|
|
2024
Q2 | $12.6M | Sell |
168,734
-2,188
| -1% | -$164K | 0.28% | 87 |
|
|
2024
Q1 | $12.6M | Buy |
170,922
+11,574
| +7% | +$850K | 0.29% | 85 |
|
|
2023
Q4 | $11M | Buy |
+159,348
| New | +$11M | 0.4% | 61 |
|