Mesirow Financial Investment Management’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$39.3M	Buy	565,749 +2,633	+0.5%	+$179K	0.62%	40
2026 Q1	$36.2M	Buy	563,116 +79,766	+17%	+$5.26M	0.59%	45
2025 Q4	$31.4M	Sell	483,350 -89,827	-16%	-$5.83M	0.65%	35
2025 Q3	$36.9M	Sell	573,177 -21,064	-4%	-$1.32M	0.66%	36
2025 Q2	$36.6M	Sell	594,241 -8,828	-1%	-$516K	0.71%	32
2025 Q1	$34.7M	Sell	603,069 -8,237	-1%	-$479K	0.67%	29
2024 Q4	$35M	Buy	611,306 +10,127	+2%	+$593K	0.7%	31
2024 Q3	$35.6M	Sell	601,179 -10,666	-2%	-$612K	0.69%	37
2024 Q2	$34.5M	Sell	611,845 -7,704	-1%	-$426K	0.78%	27
2024 Q1	$34.5M	Sell	619,549 -377,767	-38%	-$20.4M	0.78%	28
2023 Q4	$53M	Buy	+997,316	New	+$50.3M	1.94%	11

Other funds holding AOR

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

JSA

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

LGA

Lebenthal Global Advisors Hauppauge, New York $741M AUM 22.36% 1-Year Est. Return

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

EIG

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

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

Mesirow Financial Investment Management increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 0.47% in Q2 2026, buying an estimated $179K and bringing the position to 565,749 shares worth $39.3M. The position accounts for 0.62% of the portfolio, ranked #40.

Mesirow Financial Investment Management first reported a position in AOR in Q4 2023 and has held it in 11 quarters since. The position peaked at $53M in Q4 2023. 201 funds tracked by Wall St. Rank hold AOR as of Q2 2026.

Mesirow Financial Investment Management held 565,749 shares of iShares Core 60/40 Balanced Allocation ETF worth $39.3M as of Q2 2026.
Mesirow Financial Investment Management bought 2,633 iShares Core 60/40 Balanced Allocation ETF shares in Q2 2026, an estimated $179K.
iShares Core 60/40 Balanced Allocation ETF made up 0.62% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #40 holding.
Mesirow Financial Investment Management first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's iShares Core 60/40 Balanced Allocation ETF position peaked at $53M in Q4 2023.
201 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q2 2026.

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