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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
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

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
JSA
Jim Saulnier & Associates Fort Collins, Colorado $249M AUM 12.24% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Wealth Forward LLC's AOA Position: Q2 2026 in Review

Wealth Forward LLC increased its iShares Core 80/20 Aggressive Allocation ETF (AOA) stake by 26% in Q2 2026, buying an estimated $686K and bringing the position to 35,042 shares worth $3.42M. The position accounts for 1.7% of the portfolio, ranked #16.

Wealth Forward LLC first reported a position in AOA in Q4 2023 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold AOA as of Q2 2026.

  • Wealth Forward LLC held 35,042 shares of iShares Core 80/20 Aggressive Allocation ETF worth $3.42M as of Q2 2026.
  • Wealth Forward LLC bought 7,187 iShares Core 80/20 Aggressive Allocation ETF shares in Q2 2026, an estimated $686K.
  • iShares Core 80/20 Aggressive Allocation ETF made up 1.7% of Wealth Forward LLC's portfolio in Q2 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 11 quarters since.
  • 422 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.