iShares S&P 500 Index shares owned by Accel Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Accel Wealth Management
from 13F filings
Historical chart of Accel Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Accel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 2.7k | 576.81 |
| 2024-06-30 | $1.5M | 2.7k | 547.21 |
| 2024-03-31 | $1.4M | 2.7k | 525.69 |
| 2023-12-31 | $1.3M | 2.7k | 477.59 |
| 2023-09-30 | $1.7M | 3.8k | 429.39 |
| 2023-06-30 | $1.7M | 3.8k | 445.67 |
| 2023-03-31 | $119k | 291 | 410.47 |
| 2022-12-31 | $112k | 291 | 383.55 |
| 2022-09-30 | $110k | 290 | 379.31 |
| 2022-06-30 | $82k | 211 | 388.63 |
| 2022-03-31 | $96k | 211 | 454.98 |
| 2021-12-31 | $161k | 338 | 476.33 |
| 2021-09-30 | $139k | 322 | 431.68 |
| 2021-06-30 | $145k | 338 | 428.99 |
| 2021-03-31 | $134k | 338 | 396.45 |
| 2020-12-31 | $136k | 361 | 376.73 |