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 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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wealth Forward LLC's AOA Position: Q1 2026 in Review

Wealth Forward LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 7% in Q1 2026, buying an estimated $166K and bringing the position to 27,855 shares worth $2.46M. The position accounts for 1.39% of the portfolio, ranked #16.

Wealth Forward LLC first reported a position in AOA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.47M in Q2 2025. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Wealth Forward LLC held 27,855 shares of iShares Core 80/20 Aggressive Allocation ETF worth $2.46M as of Q1 2026.
Wealth Forward LLC bought 1,817 iShares Core 80/20 Aggressive Allocation ETF shares in Q1 2026, an estimated $166K.
iShares Core 80/20 Aggressive Allocation ETF made up 1.39% of Wealth Forward LLC's portfolio in Q1 2026, its #16 holding.
Wealth Forward LLC first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q4 2023 and has held it in 10 quarters since.
Wealth Forward LLC's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.47M in Q2 2025.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Wealth Forward LLC's 13F filing for Q1 2026, filed 4 May 2026.