ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Able Wealth Management LLC's Holding History (CIK: 0002011908)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 39,612 Value ($000) $6,652 Avg Close Range
Q3 2025
Shares 39,080 Value ($000) $6,430 Avg Close Range
Q2 2025
Shares 39,547 Value ($000) $5,948 Avg Close Range
Q1 2025
Shares 38,698 Value ($000) $4,918 Avg Close Range
Q4 2024
Shares 38,806 Value ($000) $5,408 Avg Close Range
Q3 2024
Shares 37,284 Value ($000) $4,918 Avg Close Range
Q2 2024
Shares 37,165 Value ($000) $4,738 Avg Close Range
Q1 2024
Shares 36,828 Value ($000) $4,317 Avg Close Range
Q4 2023
Shares 36,131 Value ($000) $3,761 Avg Close Range