IDEV — ISHARES TR

Ownership history in ABLE Financial Group, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which ABLE Financial Group, LLC reported a position in ISHARES TR (IDEV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.44% (2025 Q4)
Avg. % of fund
3.2%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 205,498 +14,602 +7.6% 3.44% $16.9M $82.48
2025 Q3 ADDED 190,896 +14,359 +8.1% 3.32% $15.3M $78.70
2025 Q2 ADDED 176,537 +15,236 +9.4% 3.24% $13.4M $74.65
2025 Q1 ADDED 161,301 +11,095 +7.4% 3.12% $11.1M $66.49
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% of Fund (quarterly)    IDEV price (monthly, adj. close)

Other funds also holding IDEV

As of 2025 Q4 — sorted by position size

Heritage Financial Services, LLC 3Y 22.57% AAF Wealth Management, LLC 3Y 14.6% TFC Financial Management, Inc. 3Y 14.49% Veery Capital, LLC 3Y 9.96% Accelerate Investment Advisors LLC 9.89% Mann Financial Group, Inc. 9.39% RIVERSEDGE ADVISORS, LLC 3Y 9.12% Standpoint Asset Management, LLC 3Y 8.85% Kondo Wealth Advisors, Inc. 8.64% Hi-Line Capital Management, LLC 3Y 8.58%
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