Wealth Forward LLC’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.47M | Buy |
29,665
+266
| +0.9% | +$22.2K | 1.66% | 12 |
|
|
2025
Q1 | $2.25M | Buy |
29,399
+1,704
| +6% | +$130K | 1.6% | 12 |
|
|
2024
Q4 | $2.12M | Buy |
27,695
+2,015
| +8% | +$154K | 1.5% | 13 |
|
|
2024
Q3 | $2.03M | Buy |
25,680
+3,129
| +14% | +$247K | 1.42% | 12 |
|
|
2024
Q2 | $1.69M | Buy |
22,551
+2,032
| +10% | +$152K | 1.32% | 12 |
|
|
2024
Q1 | $1.51M | Buy |
20,519
+2,241
| +12% | +$165K | 1.19% | 13 |
|
|
2023
Q4 | $1.26M | Buy |
+18,278
| New | +$1.26M | 1.07% | 13 |
|