Wealth Forward, LLC
Position in AOA — iShares Core 80/20 Aggressive Allocation ETF
CIK 2012773
FARGO, ND
Position in AOA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,464,888
+$132,925 QoQ
Shares Held
27,855
+7.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AOA Over Time
Shares Held
Position Value (USD)
All Filings in AOA
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,464,888 | 27,855 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,331,963 | 26,038 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,225,711 | 25,252 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,474,061 | 29,665 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,249,023 | 29,399 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,121,713 | 27,695 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,026,408 | 25,680 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,686,363 | 22,551 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,507,325 | 20,519 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,262,095 | 18,278 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||