Wealth Forward LLC
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Wealth Forward LLC’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Wealth Forward LLC’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.48M Sell
65,364
-21,449
-25% -$1.49M 2.03% 15
2026
Q2 		$6.03M Buy
86,813
+1,097
+1% +$74.7K 3% 12
2026
Q1 		$5.52M Sell
85,716
-919
-1% -$60.6K 3.11% 12
2025
Q4 		$5.63M Sell
86,635
-1,111
-1% -$72.1K 3.18% 12
2025
Q3 		$5.65M Sell
87,746
-18,989
-18% -$1.19M 3.28% 12
2025
Q2 		$6.57M Sell
106,735
-375
-0.4% -$21.9K 4.42% 8
2025
Q1 		$6.17M Buy
107,110
+1,381
+1% +$80.4K 4.39% 8
2024
Q4 		$6.06M Buy
105,729
+1,941
+2% +$114K 4.28% 8
2024
Q3 		$6.15M Buy
103,788
+2,808
+3% +$161K 4.31% 8
2024
Q2 		$5.69M Sell
100,980
-2,665
-3% -$147K 4.44% 8
2024
Q1 		$5.77M Buy
103,645
+1,340
+1% +$72.3K 4.54% 8
2023
Q4 		$5.44M Buy
+102,305
New +$5.16M 4.6% 8

Other funds holding AOR

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Consilium Wealth Advisory
Consilium Wealth Advisory Richardson, Texas $338M AUM 29.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Worth Asset Management
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
Legacy Wealth Partners (Colorado)
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return
Weaver Consulting Group
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
Unique Wealth
Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return
Viewpoint Investment Partners
Viewpoint Investment Partners Calgary, Alberta, Canada $319M AUM 12.4% 1-Year Est. Return

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

Wealth Forward LLC reduced its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 25% in Q3 2026, selling an estimated $1.49M and leaving 65,364 shares worth $4.48M. The position accounts for 2.03% of the portfolio, ranked #15.

Wealth Forward LLC first reported a position in AOR in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.57M in Q2 2025. 155 funds tracked by Wall St. Rank hold AOR as of Q3 2026.

  • Wealth Forward LLC held 65,364 shares of iShares Core 60/40 Balanced Allocation ETF worth $4.48M as of Q3 2026.
  • Wealth Forward LLC sold 21,449 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2026, an estimated $1.49M.
  • iShares Core 60/40 Balanced Allocation ETF made up 2.03% of Wealth Forward LLC's portfolio in Q3 2026, its #15 holding.
  • Wealth Forward LLC first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q4 2023 and has held it in 12 quarters since.
  • Wealth Forward LLC's iShares Core 60/40 Balanced Allocation ETF position peaked at $6.57M in Q2 2025.
  • 155 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2026.

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