Able Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Able Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$647K	Buy
2025 Q2	$409K	Sell
2025 Q1	$2.61M	Buy
2024 Q4	$2.63M	Buy
2024 Q3	$733K	Sell
2024 Q2	$729K	Sell
2024 Q1	$839K	Buy
2023 Q4	$265K	Buy