ISHARES TR

Ticker: ITA CUSIP: 464288760 Class: US AER DEF ETF

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

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

Q4 2025
Shares 26,250 Value ($000) $5,636 Avg Close — Range —
Q3 2025
Shares 23,495 Value ($000) $4,917 Avg Close — Range —
Q2 2025
Shares 18,753 Value ($000) $3,537 Avg Close — Range —
Q1 2025
Shares 18,083 Value ($000) $2,768 Avg Close — Range —
Q4 2024
Shares 17,363 Value ($000) $2,524 Avg Close — Range —
Q3 2024
Shares 16,870 Value ($000) $2,524 Avg Close — Range —
Q2 2024
Shares 16,683 Value ($000) $2,203 Avg Close — Range —
Q1 2024
Shares 14,746 Value ($000) $1,945 Avg Close — Range —
Q4 2023
Shares 12,707 Value ($000) $1,609 Avg Close — Range —
Q3 2023
Shares 10,792 Value ($000) $1,144 Avg Close — Range —
Q2 2023
Shares 9,554 Value ($000) $1,115 Avg Close — Range —
Q1 2023
Shares 4,550 Value ($000) $524 Avg Close — Range —