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
2026 Q3	$2.27M	Sell	23,350 -11,692	-33%	-$1.15M	1.03%	21
2026 Q2	$3.42M	Buy	35,042 +7,187	+26%	+$686K	1.7%	16
2026 Q1	$2.46M	Buy	27,855 +1,817	+7%	+$166K	1.39%	16
2025 Q4	$2.33M	Buy	26,038 +786	+3%	+$70K	1.32%	16
2025 Q3	$2.23M	Sell	25,252 -4,413	-15%	-$376K	1.29%	16
2025 Q2	$2.47M	Buy	29,665 +266	+0.9%	+$20.8K	1.66%	12
2025 Q1	$2.25M	Buy	29,399 +1,704	+6%	+$133K	1.6%	12
2024 Q4	$2.12M	Buy	27,695 +2,015	+8%	+$158K	1.5%	13
2024 Q3	$2.03M	Buy	25,680 +3,129	+14%	+$238K	1.42%	12
2024 Q2	$1.69M	Buy	22,551 +2,032	+10%	+$149K	1.32%	12
2024 Q1	$1.51M	Buy	20,519 +2,241	+12%	+$158K	1.19%	13
2023 Q4	$1.26M	Buy	+18,278	New	+$1.19M	1.07%	13

Other funds holding AOA

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Fort Henry Capital Wheeling, West Virginia $179M AUM 7.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Wealth Forward LLC's AOA Position: Q3 2026 in Review

Wealth Forward LLC reduced its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 33% in Q3 2026, selling an estimated $1.15M and leaving 23,350 shares worth $2.27M. The position accounts for 1.03% of the portfolio, ranked #21.

Wealth Forward LLC first reported a position in AOA in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.42M in Q2 2026. 151 funds tracked by Wall St. Rank hold AOA as of Q3 2026.

Wealth Forward LLC held 23,350 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.27M as of Q3 2026.
Wealth Forward LLC sold 11,692 iShares Core 80/20 Aggressive Allocation ETF shares in Q3 2026, an estimated $1.15M.
iShares Core 80/20 Aggressive Allocation ETF made up 1.03% of Wealth Forward LLC's portfolio in Q3 2026, its #21 holding.
Wealth Forward LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 12 quarters since.
Wealth Forward LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $3.42M in Q2 2026.
151 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q3 2026.

Based on Wealth Forward LLC's 13F filing for Q3 2026, filed 14 Oct 2026.