Able Wealth Management
IVV icon

Able Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Able Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$52.1M Buy
66,952
+6,178
+10% +$4.71M 11.45% 1
2026
Q2 		$45.5M Buy
60,774
+26,743
+79% +$19.5M 10.44% 1
2026
Q1 		$22.2M Buy
34,031
+21,097
+163% +$14.4M 5.94% 2
2025
Q4 		$8.86M Buy
12,934
+1,830
+16% +$1.24M 2.8% 11
2025
Q3 		$7.43M Sell
11,104
-279
-2% -$180K 2.79% 12
2025
Q2 		$7.07M Sell
11,383
-36
-0.3% -$20.7K 3.56% 6
2025
Q1 		$6.42M Buy
11,419
+59
+0.5% +$34.8K 3.79% 5
2024
Q4 		$6.69M Buy
11,360
+219
+2% +$130K 4.4% 3
2024
Q3 		$6.43M Buy
11,141
+141
+1% +$78.4K 4.87% 3
2024
Q2 		$6.02M Sell
11,000
-223
-2% -$117K 4.95% 3
2024
Q1 		$5.9M Buy
11,223
+65
+0.6% +$32.5K 5.15% 3
2023
Q4 		$5.33M Buy
+11,158
New +$4.99M 4.84% 3

Other funds holding IVV

Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Able Wealth Management increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q3 2026, buying an estimated $4.71M and bringing the position to 66,952 shares worth $52.1M. The position accounts for 11.45% of the portfolio, ranked #1.

Able Wealth Management first reported a position in IVV in Q4 2023 and has held it in 12 quarters since. 1,652 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Able Wealth Management held 66,952 shares of iShares Core S&P 500 ETF worth $52.1M as of Q3 2026.
  • Able Wealth Management bought 6,178 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $4.71M.
  • iShares Core S&P 500 ETF made up 11.45% of Able Wealth Management's portfolio in Q3 2026, its #1 holding.
  • Able Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2023 and has held it in 12 quarters since.
  • 1,652 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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