Wealth Forward LLC
AOK icon

Wealth Forward LLC’s iShares Core Conservative Allocation ETF AOK Stock Holding History

Wealth Forward LLC’s Portfolio AOK Stock Details AOK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Sell
12,971
-2,226
-15% -$91.4K 0.24% 33
2026
Q2 		$630K Sell
15,197
-69
-0.5% -$2.83K 0.31% 25
2026
Q1 		$609K Sell
15,266
-143
-0.9% -$5.8K 0.34% 23
2025
Q4 		$618K Sell
15,409
-1,377
-8% -$55.6K 0.35% 23
2025
Q3 		$674K Sell
16,786
-466
-3% -$18.4K 0.39% 23
2025
Q2 		$674K Sell
17,252
-288
-2% -$10.9K 0.45% 20
2025
Q1 		$660K Buy
17,540
+1,238
+8% +$46.7K 0.47% 19
2024
Q4 		$608K Sell
16,302
-168
-1% -$6.39K 0.43% 19
2024
Q3 		$637K Buy
16,470
+82
+0.5% +$3.1K 0.45% 20
2024
Q2 		$605K Buy
16,388
+55
+0.3% +$2.01K 0.47% 20
2024
Q1 		$601K Buy
16,333
+120
+0.7% +$4.34K 0.47% 20
2023
Q4 		$586K Buy
+16,213
New +$561K 0.5% 20

Other funds holding AOK

Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
High Net Worth Advisory Group
High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return
Gilpin Wealth Management
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
Legacy Capital Wealth Partners
Legacy Capital Wealth Partners Little Rock, Arkansas $481M AUM 19.97% 1-Year Est. Return
Verdence Capital Advisors
Verdence Capital Advisors Hunt Valley, Maryland $2.35B AUM 27.25% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Perryman Financial Advisory
Perryman Financial Advisory Dallas, Texas $791M AUM 21.08% 1-Year Est. Return
Strategic Blueprint
Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return
RDA Financial Network
RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

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

Wealth Forward LLC reduced its iShares Core Conservative Allocation ETF (AOK) stake by 15% in Q3 2026, selling an estimated $91.4K and leaving 12,971 shares worth $523K. The position accounts for 0.24% of the portfolio, ranked #33.

Wealth Forward LLC first reported a position in AOK in Q4 2023 and has held it in 12 quarters since. The position peaked at $674K in Q3 2025. 42 funds tracked by Wall St. Rank hold AOK as of Q3 2026.

  • Wealth Forward LLC held 12,971 shares of iShares Core Conservative Allocation ETF worth $523K as of Q3 2026.
  • Wealth Forward LLC sold 2,226 iShares Core Conservative Allocation ETF shares in Q3 2026, an estimated $91.4K.
  • iShares Core Conservative Allocation ETF made up 0.24% of Wealth Forward LLC's portfolio in Q3 2026, its #33 holding.
  • Wealth Forward LLC first reported a position in iShares Core Conservative Allocation ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's iShares Core Conservative Allocation ETF position peaked at $674K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held iShares Core Conservative Allocation ETF as of Q3 2026.

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