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 (OEF). 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 | 59,235 | -162 | -0.3% | 11.48% | $20.3M | $342.01 |
| 2025 Q3 | REDUCED | 59,397 | -897 | -1.5% | 11.48% | $19.8M | $331.08 |
| 2025 Q2 | REDUCED | 60,294 | -508 | -0.8% | 12.33% | $18.4M | $302.08 |
| 2025 Q1 | REDUCED | 60,802 | -401 | -0.7% | 11.72% | $16.5M | $268.23 |
| 2024 Q4 | ADDED | 61,203 | +2,427 | +4.1% | 12.47% | $17.7M | $285.47 |
| 2024 Q3 | ADDED | 58,776 | +11,182 | +23.5% | 11.41% | $16.3M | $272.82 |
| 2024 Q2 | ADDED | 47,594 | +447 | +0.9% | 9.83% | $12.6M | $259.76 |
| 2024 Q1 | ADDED | 47,147 | +1,071 | +2.3% | 9.18% | $11.7M | $242.56 |
| 2023 Q4 | INITIATED | 46,076 | — | — | 8.70% | $10.3M | — |
As of 2025 Q4 — sorted by position size