AOM — 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 (AOM). 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
0.44% (2023 Q4)
Avg. % of fund
0.33%
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 11,223 +2,258 +25.2% 0.30% $536K $47.73
2025 Q3 ADDED 8,965 +183 +2.1% 0.25% $427K $46.79
2025 Q2 REDUCED 8,782 -17 -0.2% 0.27% $404K $44.91
2025 Q1 REDUCED 8,799 -95 -1.1% 0.27% $386K $42.56
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AOM price (monthly, adj. close)

Other funds also holding AOM

As of 2025 Q4 — sorted by position size

Weitzel Financial Services, Inc. 3Y 5.58% AJ Advisors, LLC 3Y 4.74% Taylor Financial Group, Inc. 2.09% Weaver Consulting Group 3Y 2.03% Investment Advisory Group, LLC 3Y 1.78% Consilium Wealth Advisory, LLC 3Y 1.62% KilterHowling LLC 1.51% HANOVER ADVISORS INC 1.46% JIM SAULNIER & ASSOCIATES, LLC 1.18% LifePlan Financial, LLC 1.17%
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