Able Wealth Management
CORO icon

Able Wealth Management’s iShares International Country Rotation Active ETF CORO Stock Holding History

Able Wealth Management’s Portfolio CORO Stock Details CORO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$19.2M Buy
522,042
+57,463
+12% +$2.09M 4.22% 5
2026
Q2 		$17M Buy
464,579
+239,187
+106% +$8.45M 3.9% 5
2026
Q1 		$7.25M Buy
+225,392
New +$7.42M 1.94% 14

Other funds holding CORO

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Goldstein Advisors
Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return
West Wealth Group
West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
KWB Wealth
KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Able Wealth Management's CORO Position: Q3 2026 in Review

Able Wealth Management increased its iShares International Country Rotation Active ETF (CORO) stake by 12% in Q3 2026, buying an estimated $2.09M and bringing the position to 522,042 shares worth $19.2M. The position accounts for 4.22% of the portfolio, ranked #5.

Able Wealth Management first reported a position in CORO in Q1 2026 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold CORO as of Q3 2026.

  • Able Wealth Management held 522,042 shares of iShares International Country Rotation Active ETF worth $19.2M as of Q3 2026.
  • Able Wealth Management bought 57,463 iShares International Country Rotation Active ETF shares in Q3 2026, an estimated $2.09M.
  • iShares International Country Rotation Active ETF made up 4.22% of Able Wealth Management's portfolio in Q3 2026, its #5 holding.
  • Able Wealth Management first reported a position in iShares International Country Rotation Active ETF in Q1 2026 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares International Country Rotation Active ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.