Ownership history in Able Wealth Management LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Able Wealth Management LLC reported a position in iShares Core S&P Total U.S. Stock Market ETF (ITOT). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 28,450 | +313 | +1.1% | 1.34% | $4.2M | $148.36 |
| 2025 Q3 | ADDED | 28,137 | +117 | +0.4% | 1.54% | $4.1M | $144.85 |
| 2025 Q2 | ADDED | 28,020 | +6,175 | +28.3% | 1.91% | $3.8M | $133.91 |
| 2025 Q1 | ADDED | 21,845 | +1,793 | +8.9% | 1.57% | $2.7M | $120.63 |
| 2024 Q4 | REDUCED | 20,052 | -4,759 | -19.2% | 1.70% | $2.6M | $126.80 |
| 2024 Q3 | ADDED | 24,811 | +2,946 | +13.5% | 2.50% | $2.9M | $123.41 |
| 2023 Q4 | INITIATED | 21,865 | — | — | 2.09% | $2.3M | — |
As of 2025 Q4 — sorted by position size