Mesirow Financial Investment Management, Inc.
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 1469475
CHICAGO, IL
Position in AOA
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$13,476,142
-$396,881 QoQ
Shares Held
152,290
-1.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,476,142 | 152,290 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $13,873,023 | 154,902 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,662,405 | 155,008 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,933,338 | 155,076 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $12,753,315 | 166,710 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $12,243,656 | 159,818 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $12,534,143 | 158,841 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $12,617,928 | 168,734 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,555,930 | 170,922 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,002,979 | 159,348 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||