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 500 ETF (IVV). 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 | 12,934 | +1,830 | +16.5% | 2.80% | $8.9M | $683.12 |
| 2025 Q3 | REDUCED | 11,104 | -279 | -2.5% | 2.79% | $7.4M | $665.17 |
| 2025 Q2 | REDUCED | 11,383 | -36 | -0.3% | 3.56% | $7.1M | $615.21 |
| 2025 Q1 | ADDED | 11,419 | +59 | +0.5% | 3.79% | $6.4M | $555.02 |
As of 2025 Q4 — sorted by position size