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iShares S&P 1500 Index Fund shares owned by Accel Wealth Management

Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Accel Wealth Management from 13F filings

Historical chart of Accel Wealth Management investment in iShares S&P 1500 Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 1500 Index Fund held by Accel Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 1500 Index Fund by Accel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $251k 1.7k 145.65
2025-06-30 $231k 1.7k 135.04
2025-03-31 $202k 1.7k 122.01
2024-12-31 $213k 1.7k 128.62
2024-09-30 $208k 1.7k 125.62

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Ishares Tr Core Div Grwth (DGRO)
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
PIMCO Corporate Opportunity Fund (PTY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Whitehall Fds High Div Yld (VYM)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Microsoft Corporation (MSFT)

View all positions for Accel Wealth Management

Top funds holding iShares S&P 1500 Index Fund

BlackRock
Wells Fargo & Company
Betterment
Wealthfront Advisers
Morgan Stanley
Alliancebernstein
LPL Financial
Colony
Buckingham Strategic Partners
Envestnet Asset Management
Ronald Blue Trust
SigFig Wealth Management
Ballentine Partners
Auto-Owners Insurance
AlTi Global

View all funds holding iShares S&P 1500 Index Fund