IGEB β€” ISHARES TR

Ownership history in Accel Wealth Management  Β·  7 quarters on record

AI Ownership Summary

Accel Wealth Management reported ISHARES TR (IGEB) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 1.05% in 2026 Q1. The latest visible filing shows IGEB at 1.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IGEB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Accel Wealth Management's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IGEB was reported at 1.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Accel Wealth Management held IGEB β€” position size vs. price
% of Fund (quarterly)    IGEB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 89,157 +12,927 +17.0% 1.05% $4.0M 2026-04-08 $45.21
2025 Q4 ADDED 76,230 +3,510 +4.8% 0.95% $3.5M 2026-01-20 $44.96
2025 Q3 ADDED 72,720 +5,582 +8.3% 0.97% $3.3M 2025-10-08 $44.80
2025 Q2 ADDED 67,138 +2,901 +4.5% 1.02% $3.1M 2025-07-22 $43.59
2025 Q1 ADDED 64,237 +10,831 +20.3% 1.05% $2.9M 2025-04-10 $41.59
2024 Q4 ADDED 53,406 +3,869 +7.8% 0.90% $2.4M 2025-01-21 $41.80
2024 Q3 INITIATED 49,537 β€” β€” 0.86% $2.3M 2024-10-15 $42.55

FAQ About Accel Wealth Management and IGEB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Accel Wealth Management reported owning IGEB?

Accel Wealth Management reported IGEB across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported IGEB position in Accel Wealth Management's portfolio?

The largest reported portfolio weight for IGEB was 1.05% in 2026 Q1.

What is the latest reported IGEB position on this page?

The most recent filing on this page is 2026 Q1, when Accel Wealth Management reported 89,157 shares, equal to 1.05% of portfolio, with an estimated market value of $4.0M.

What does the chart on this IGEB ownership page compare?

The chart compares Accel Wealth Management's quarterly IGEB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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