Wealth Forward LLC
AOM icon

Wealth Forward LLC’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Wealth Forward LLC’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$573K Sell
11,747
-588
-5% -$29.1K 0.26% 32
2026
Q2 		$615K Sell
12,335
-15
-0.1% -$737 0.31% 26
2026
Q1 		$585K Buy
12,350
+1,127
+10% +$54.4K 0.33% 24
2025
Q4 		$536K Buy
11,223
+2,258
+25% +$108K 0.3% 25
2025
Q3 		$427K Buy
8,965
+183
+2% +$8.5K 0.25% 25
2025
Q2 		$404K Sell
8,782
-17
-0.2% -$751 0.27% 22
2025
Q1 		$386K Sell
8,799
-95
-1% -$4.18K 0.27% 23
2024
Q4 		$386K Sell
8,894
-1,757
-16% -$77.9K 0.27% 24
2024
Q3 		$480K Sell
10,651
-744
-7% -$32.6K 0.34% 24
2024
Q2 		$490K Sell
11,395
-620
-5% -$26.3K 0.38% 23
2024
Q1 		$514K Sell
12,015
-512
-4% -$21.4K 0.4% 23
2023
Q4 		$520K Buy
+12,527
New +$497K 0.44% 22

Other funds holding AOM

Weitzel Financial Services
Weitzel Financial Services Dubuque, Iowa $298M AUM 11.89% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Royal Fund Management
Royal Fund Management Lady Lake, Florida $1.26B AUM 23.83% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

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

Wealth Forward LLC reduced its iShares Core Moderate Allocation ETF (AOM) stake by 4.8% in Q3 2026, selling an estimated $29.1K and leaving 11,747 shares worth $573K. The position accounts for 0.26% of the portfolio, ranked #32.

Wealth Forward LLC first reported a position in AOM in Q4 2023 and has held it in 12 quarters since. The position peaked at $615K in Q2 2026. 90 funds tracked by Wall St. Rank hold AOM as of Q3 2026.

  • Wealth Forward LLC held 11,747 shares of iShares Core Moderate Allocation ETF worth $573K as of Q3 2026.
  • Wealth Forward LLC sold 588 iShares Core Moderate Allocation ETF shares in Q3 2026, an estimated $29.1K.
  • iShares Core Moderate Allocation ETF made up 0.26% of Wealth Forward LLC's portfolio in Q3 2026, its #32 holding.
  • Wealth Forward LLC first reported a position in iShares Core Moderate Allocation ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's iShares Core Moderate Allocation ETF position peaked at $615K in Q2 2026.
  • 90 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q3 2026.

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