ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Accel Wealth Management's Holding History (CIK: 0001838226)

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

Q4 2025
Shares 2,328 Value ($000) $1,595 Avg Close — Range —
Q3 2025
Shares 2,328 Value ($000) $1,558 Avg Close — Range —
Q2 2025
Shares 2,371 Value ($000) $1,472 Avg Close — Range —
Q1 2025
Shares 2,371 Value ($000) $1,332 Avg Close — Range —
Q4 2024
Shares 2,577 Value ($000) $1,517 Avg Close — Range —
Q3 2024
Shares 2,668 Value ($000) $1,539 Avg Close — Range —
Q2 2024
Shares 2,691 Value ($000) $1,473 Avg Close — Range —
Q1 2024
Shares 2,684 Value ($000) $1,411 Avg Close — Range —
Q4 2023
Shares 2,684 Value ($000) $1,282 Avg Close — Range —
Q3 2023
Shares 3,848 Value ($000) $1,652 Avg Close — Range —
Q2 2023
Shares 3,848 Value ($000) $1,715 Avg Close — Range —
Q1 2023
Shares 291 Value ($000) $119 Avg Close — Range —
Q4 2022
Shares 291 Value ($000) $112 Avg Close — Range —
Q3 2022
Shares 290 Value ($000) $110 Avg Close — Range —
Q2 2022
Shares 211 Value ($000) $82 Avg Close — Range —
Q1 2022
Shares 211 Value ($000) $96 Avg Close — Range —
Q4 2021
Shares 338 Value ($000) $161 Avg Close — Range —
Q3 2021
Shares 322 Value ($000) $139 Avg Close — Range —
Q2 2021
Shares 338 Value ($000) $145 Avg Close — Range —
Q1 2021
Shares 338 Value ($000) $134 Avg Close — Range —
Q4 2020
Shares 361 Value ($000) $136 Avg Close — Range —