Ownership history in Able Wealth Management LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Able Wealth Management LLC outperformed the S&P 500 by +6.1% annually on this IUSG position. Timing score: 40% (2/5 decisions correct). Average cost basis: $143.31. Maximum drawdown during holding period: β8.7%.
π₯ Exceptional β beat the S&P 500 by 6.1% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $130.76 (2024 Q3) Β· Worst: $167.76 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 2 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.1% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.