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 Edge MSCI Min Vol USA ETF (USMV). 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 | 74,863 | +2,469 | +3.4% | 2.23% | $7.0M | $93.77 |
| 2025 Q3 | ADDED | 72,394 | +878 | +1.2% | 2.59% | $6.9M | $94.36 |
| 2025 Q2 | ADDED | 71,516 | +1,205 | +1.7% | 3.39% | $6.7M | $92.74 |
| 2025 Q1 | ADDED | 70,311 | +1,018 | +1.5% | 3.89% | $6.6M | $92.21 |
| 2024 Q4 | ADDED | 69,293 | +116 | +0.2% | 4.05% | $6.2M | $87.11 |
| 2024 Q3 | ADDED | 69,177 | +904 | +1.3% | 5.04% | $5.8M | $89.17 |
| 2023 Q4 | INITIATED | 68,273 | — | — | 4.84% | $5.3M | — |
As of 2025 Q4 — sorted by position size