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 U.S. Growth ETF (IUSG). 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 | 39,612 | +532 | +1.4% | 2.10% | $6.7M | $167.76 |
| 2025 Q3 | REDUCED | 39,080 | -467 | -1.2% | 2.42% | $6.4M | $164.10 |
| 2025 Q2 | ADDED | 39,547 | +849 | +2.2% | 3.00% | $5.9M | $149.77 |
| 2025 Q1 | REDUCED | 38,698 | -108 | -0.3% | 2.90% | $4.9M | $126.36 |
| 2024 Q4 | ADDED | 38,806 | +1,978 | +5.4% | 3.56% | $5.4M | $138.38 |
| 2024 Q3 | ADDED | 36,828 | +697 | +1.9% | 3.77% | $4.3M | $130.76 |
| 2023 Q4 | INITIATED | 36,131 | — | — | 3.42% | $3.8M | — |
As of 2025 Q4 — sorted by position size