AOK — ISHARES TR

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 (AOK). 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.

Peak position
0.5% (2023 Q4)
Avg. % of fund
0.44%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 15,409 -1,377 -8.2% 0.35% $618K $39.96
2025 Q3 REDUCED 16,786 -466 -2.7% 0.39% $674K $39.43
2025 Q2 REDUCED 17,252 -288 -1.6% 0.45% $674K $38.03
2025 Q1 ADDED 17,540 +1,238 +7.6% 0.47% $660K $36.38
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AOK price (monthly, adj. close)

Other funds also holding AOK

As of 2025 Q4 — sorted by position size

Archvest Wealth Advisors, Inc. 3Y 25.07% Strategic Investment Solutions, Inc. /IL 3Y 3.75% Forefront Analytics, LLC 3Y 7Y 2.08% Investment Advisory Group, LLC 3Y 1.49% Weaver Consulting Group 3Y 1.44% Curran Financial Partners, LLC 3Y 1.33% RCW Management, LLC 1.3% Consilium Wealth Advisory, LLC 3Y 0.54% Legacy Capital Wealth Partners, LLC 3Y 0.47% Elevation Capital Advisory, LLC 0.43%
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