Wealth Forward LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Wealth Forward LLC’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.23M	Sell
2025 Q2	$2.47M	Buy
2025 Q1	$2.25M	Buy
2024 Q4	$2.12M	Buy
2024 Q3	$2.03M	Buy
2024 Q2	$1.69M	Buy
2024 Q1	$1.51M	Buy
2023 Q4	$1.26M	Buy