AOA 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 (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.

Peak position
1.66% (2025 Q2)
Avg. % of fund
1.37%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
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
% of Fund (quarterly)    AOA price (monthly, adj. close)
← Back to Wealth Forward, LLC Holdings