Ownership history in Wealth Forward, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Forward, LLC reported a position in ISHARES TR (AOA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 26,038 | +786 | +3.1% | 1.32% | $2.3M | $89.56 |
| 2025 Q3 | REDUCED | 25,252 | -4,413 | -14.9% | 1.29% | $2.2M | $87.06 |
| 2025 Q2 | ADDED | 29,665 | +266 | +0.9% | 1.66% | $2.5M | $81.76 |
| 2025 Q1 | ADDED | 29,399 | +1,704 | +6.2% | 1.60% | $2.2M | $74.78 |
| 2024 Q4 | ADDED | 27,695 | +2,015 | +7.8% | 1.50% | $2.1M | $74.89 |
| 2024 Q3 | ADDED | 25,680 | +3,129 | +13.9% | 1.42% | $2.0M | $76.14 |
| 2024 Q2 | ADDED | 22,551 | +2,032 | +9.9% | 1.32% | $1.7M | $71.63 |
| 2024 Q1 | ADDED | 20,519 | +2,241 | +12.3% | 1.19% | $1.5M | $70.16 |
| 2023 Q4 | INITIATED | 18,278 | — | — | 1.07% | $1.3M | — |
As of 2025 Q4 — sorted by position size