Able Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Able Wealth Management's IVV Position: Q1 2026 in Review
Able Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 163% in Q1 2026, buying an estimated $14.4M and bringing the position to 34,031 shares worth $22.2M. The position accounts for 5.94% of the portfolio, ranked #2.
Able Wealth Management first reported a position in IVV in Q4 2023 and has held it in 10 quarters since. 3,978 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Able Wealth Management held 34,031 shares of iShares Core S&P 500 ETF worth $22.2M as of Q1 2026.
- Able Wealth Management bought 21,097 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $14.4M.
- iShares Core S&P 500 ETF made up 5.94% of Able Wealth Management's portfolio in Q1 2026, its #2 holding.
- Able Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 10 quarters since.
- 3,978 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.