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. Value ETF (IUSV). 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 | 63,524 | +832 | +1.3% | 2.06% | $6.5M | $102.15 |
| 2025 Q3 | REDUCED | 62,692 | -698 | -1.1% | 2.36% | $6.3M | $99.04 |
| 2025 Q2 | ADDED | 63,390 | +1,649 | +2.7% | 3.03% | $6.0M | $93.32 |
| 2025 Q1 | ADDED | 61,741 | +78 | +0.1% | 3.36% | $5.7M | $90.59 |
| 2024 Q4 | ADDED | 61,663 | +4,805 | +8.5% | 3.75% | $5.7M | $90.52 |
| 2024 Q3 | ADDED | 56,858 | +1,133 | +2.0% | 4.49% | $5.1M | $92.82 |
| 2023 Q4 | INITIATED | 55,725 | — | — | 4.27% | $4.7M | — |
As of 2025 Q4 — sorted by position size