Able Wealth Management
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Able Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Able Wealth Management’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.44M Buy
10,584
+2
+0% +$467 0.54% 41
2026
Q2 		$2.4M Buy
10,582
+244
+2% +$54.5K 0.55% 42
2026
Q1 		$2.18M Buy
10,338
+124
+1% +$26.8K 0.58% 40
2025
Q4 		$2.17M Buy
10,214
+84
+0.8% +$17.6K 0.69% 34
2025
Q3 		$2.09M Sell
10,130
-61
-0.6% -$12.3K 0.79% 34
2025
Q2 		$1.99M Buy
10,191
+214
+2% +$39.9K 1% 26
2025
Q1 		$1.9M Sell
9,977
-155
-2% -$30K 1.12% 27
2024
Q4 		$1.93M Sell
10,132
-104
-1% -$20.6K 1.27% 20
2024
Q3 		$2.02M Sell
10,236
-1,080
-10% -$205K 1.53% 16
2024
Q2 		$2.06M Sell
11,316
-286
-2% -$52.1K 1.7% 16
2024
Q1 		$2.17M Sell
11,602
-49
-0.4% -$8.71K 1.89% 13
2023
Q4 		$2.03M Buy
+11,651
New +$1.87M 1.84% 13

Other funds holding IVE

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Home Federal Bank of Tennessee
Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return
CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Probity Advisors
Probity Advisors Dallas, Texas $700M AUM 17.51% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Amarillo National Bank
Amarillo National Bank Amarillo, Texas $620M AUM 12.97% 1-Year Est. Return

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

Able Wealth Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.02% in Q3 2026, buying an estimated $467 and bringing the position to 10,584 shares worth $2.44M. The position accounts for 0.54% of the portfolio, ranked #41.

Able Wealth Management first reported a position in IVE in Q4 2023 and has held it in 12 quarters since. 659 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

  • Able Wealth Management held 10,584 shares of iShares S&P 500 Value ETF worth $2.44M as of Q3 2026.
  • Able Wealth Management bought 2 iShares S&P 500 Value ETF shares in Q3 2026, an estimated $467.
  • iShares S&P 500 Value ETF made up 0.54% of Able Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Able Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2023 and has held it in 12 quarters since.
  • 659 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

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