Mesirow Financial Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.6M | Sell |
594,241
-8,828
| -1% | -$544K | 0.71% | 32 |
|
|
2025
Q1 | $34.7M | Sell |
603,069
-8,237
| -1% | -$474K | 0.67% | 29 |
|
|
2024
Q4 | $35M | Buy |
611,306
+10,127
| +2% | +$580K | 0.7% | 31 |
|
|
2024
Q3 | $35.6M | Sell |
601,179
-10,666
| -2% | -$632K | 0.69% | 37 |
|
|
2024
Q2 | $34.5M | Sell |
611,845
-7,704
| -1% | -$434K | 0.78% | 27 |
|
|
2024
Q1 | $34.5M | Sell |
619,549
-377,767
| -38% | -$21M | 0.78% | 28 |
|
|
2023
Q4 | $53M | Buy |
+997,316
| New | +$53M | 1.94% | 11 |
|