Mesirow Financial Investment Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$763K	Buy	15,286 +180	+1%	+$8.84K	0.01%	301
2026 Q1	$716K	Buy	15,106 +435	+3%	+$21K	0.01%	313
2025 Q4	$700K	Sell	14,671 -234	-2%	-$11.2K	0.01%	284
2025 Q3	$709K	Buy	14,905 +620	+4%	+$28.8K	0.01%	312
2025 Q2	$658K	Sell	14,285 -35	-0.2%	-$1.55K	0.01%	314
2025 Q1	$628K	Buy	14,320 +100	+0.7%	+$4.4K	0.01%	322
2024 Q4	$618K	Buy	14,220 +252	+2%	+$11.2K	0.01%	321
2024 Q3	$630K	Buy	+13,968	New	+$612K	0.01%	329

Other funds holding AOM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

FIA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

AJ Advisors Nashville, Tennessee $322M AUM 22.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Core Moderate Allocation ETF (AOM) stake by 1.2% in Q2 2026, buying an estimated $8.84K and bringing the position to 15,286 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #301.

Mesirow Financial Investment Management first reported a position in AOM in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold AOM as of Q2 2026.

Mesirow Financial Investment Management held 15,286 shares of iShares Core Moderate Allocation ETF worth $763K as of Q2 2026.
Mesirow Financial Investment Management bought 180 iShares Core Moderate Allocation ETF shares in Q2 2026, an estimated $8.84K.
iShares Core Moderate Allocation ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #301 holding.
Mesirow Financial Investment Management first reported a position in iShares Core Moderate Allocation ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2026.

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