Ownership history in Accel Wealth Management · 12 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST US AER DEF ETF (ITA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 26,250 | +2,755 | +11.7% | 1.54% | $5.6M | $214.55 |
| 2025 Q3 | ADDED | 23,495 | +4,742 | +25.3% | 1.43% | $4.9M | $209.12 |
| 2025 Q2 | ADDED | 18,753 | +670 | +3.7% | 1.18% | $3.5M | $187.82 |
| 2025 Q1 | ADDED | 18,083 | +720 | +4.1% | 1.00% | $2.8M | $152.29 |
| 2024 Q4 | ADDED | 17,363 | +493 | +2.9% | 0.96% | $2.5M | $144.34 |
| 2024 Q3 | ADDED | 16,870 | +187 | +1.1% | 0.94% | $2.5M | $148.17 |
| 2024 Q2 | ADDED | 16,683 | +1,937 | +13.1% | 0.88% | $2.2M | $130.55 |
| 2024 Q1 | ADDED | 14,746 | +2,039 | +16.0% | 0.83% | $1.9M | $130.14 |
| 2023 Q4 | ADDED | 12,707 | +1,915 | +17.7% | 0.81% | $1.6M | $124.63 |
| 2023 Q3 | ADDED | 10,792 | +1,238 | +13.0% | 0.64% | $1.1M | $103.96 |
As of 2025 Q4 — sorted by position size