Able Wealth Management LLC IWF holdings history
ISHARES RUSSELL 1000 GROWTH · CUSIP 464287614 · CIK 2011908
As of 2026-06-30, Able Wealth Management LLC reported 16.20K IWF (shares), valued at $2.01M, or 0.46% of its reported non-derivative portfolio. Filed 2026-07-29.
Verify history & sources →Shares increased 159.69%; reported value decreased 24.37%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.46% | 16,202 | SEC filing ↗Filed Jul 29, 2026 |
| Q1 2026 | 0.71% | 6,239 | SEC filing ↗Filed Apr 24, 2026 |
| Q4 2025 | 0.94% | 6,247 | SEC filing ↗Filed Jan 27, 2026 |
| Q3 2025 | 1.15% | 6,529 | SEC filing ↗Filed Oct 14, 2025 |
| Q2 2025 | 1.44% | 6,722 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 2.20% | 10,265 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 2.81% | 10,657 | SEC filing ↗Filed Feb 3, 2025 |
| Q3 2024 | 3.09% | 10,866 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 3.60% | 12,005 | SEC filing ↗Filed Nov 1, 2024 |
| Q1 2024 | 3.14% | 10,686 | SEC filing ↗Filed Nov 1, 2024 |
| Q4 2023 | 2.22% | 8,069 | SEC filing ↗Filed Feb 20, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.22% | 8,069 | $2.45M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 20, 2024 |
| Q1 2024 | 3.14% | 10,686 | $3.60M | Shares increased 32.43%; reported value increased 47.23%, and weight changed +0.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q2 2024 | 3.60% | 12,005 | $4.38M | Shares increased 12.34%; reported value increased 21.50%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q3 2024 | 3.09% | 10,866 | $4.08M | Shares decreased 9.49%; reported value decreased 6.79%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 2.81% | 10,657 | $4.28M | Shares decreased 1.92%; reported value increased 4.92%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2025 |
| Q1 2025 | 2.20% | 10,265 | $3.71M | Shares decreased 3.68%; reported value decreased 13.39%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 1.44% | 6,722 | $2.85M | Shares decreased 34.52%; reported value decreased 23.00%, and weight changed -0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.15% | 6,529 | $3.06M | Shares decreased 2.87%; reported value increased 7.16%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 14, 2025 |
| Q4 2025 | 0.94% | 6,247 | $2.96M | Shares decreased 4.32%; reported value decreased 3.33%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 0.71% | 6,239 | $2.66M | Shares decreased 0.13%; reported value decreased 10.02%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2026 |
| Q2 2026 | 0.46% | 16,202 | $2.01M | Shares increased 159.69%; reported value decreased 24.37%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2026 |
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