AOR — 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 (AOR). 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
4.6% (2023 Q4)
Avg. % of fund
4.16%
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 86,635 -1,111 -1.3% 3.18% $5.6M $65.01
2025 Q3 REDUCED 87,746 -18,989 -17.8% 3.28% $5.6M $63.46
2025 Q2 REDUCED 106,735 -375 -0.4% 4.42% $6.6M $60.23
2025 Q1 ADDED 107,110 +1,381 +1.3% 4.39% $6.2M $56.07
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AOR price (monthly, adj. close)

Other funds also holding AOR

As of 2025 Q4 — sorted by position size

Worth Asset Management, LLC 3Y 18.49% JIM SAULNIER & ASSOCIATES, LLC 13.21% Consilium Wealth Advisory, LLC 3Y 7.66% EIGHT 31 FINANCIAL, LLC 3.91% HANOVER ADVISORS INC 2.53% Fort Henry Capital, LLC 3Y 2.37% Lebenthal Global Advisors, LLC 3Y 2.25% BSW Wealth Partners 3Y 7Y 1.93% VIEWPOINT INVESTMENT PARTNERS CORP 3Y 7Y 1.78% Legacy Wealth Partners, LLC 1.78%
← Back to Wealth Forward, LLC Holdings