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.
| 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 |
| 2024 Q4 | REDUCED | 16,302 | -168 | -1.0% | 0.43% | $608K | $35.92 |
| 2024 Q3 | ADDED | 16,470 | +82 | +0.5% | 0.45% | $637K | $36.68 |
| 2024 Q2 | ADDED | 16,388 | +55 | +0.3% | 0.47% | $605K | $34.76 |
| 2024 Q1 | ADDED | 16,333 | +120 | +0.7% | 0.47% | $601K | $34.45 |
| 2023 Q4 | INITIATED | 16,213 | — | — | 0.50% | $586K | — |
As of 2025 Q4 — sorted by position size