Ownership history in Accel Wealth Management · 20 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST COHEN STEER REIT ETF (ICF). 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 Q3 | REDUCED | 3,485 | -5,912 | -62.9% | 0.06% | $215K | $60.74 |
| 2025 Q2 | REDUCED | 9,397 | -1,511 | -13.9% | 0.19% | $575K | $59.89 |
| 2025 Q1 | REDUCED | 10,908 | -21 | -0.2% | 0.24% | $671K | $59.89 |
| 2024 Q4 | ADDED | 10,929 | +5 | +0.0% | 0.25% | $659K | $58.42 |
| 2024 Q3 | ADDED | 10,924 | +5,733 | +110.4% | 0.27% | $720K | $63.38 |
| 2024 Q2 | ADDED | 5,191 | +1,520 | +41.4% | 0.12% | $297K | $54.61 |
| 2024 Q1 | REDUCED | 3,671 | -146 | -3.8% | 0.09% | $212K | $54.75 |
| 2023 Q4 | REDUCED | 3,817 | -346 | -8.3% | 0.11% | $224K | $55.47 |
| 2023 Q3 | REDUCED | 4,163 | -86 | -2.0% | 0.12% | $209K | $46.94 |
| 2023 Q2 | ADDED | 4,249 | +4,103 | +2810.3% | 0.13% | $236K | $51.40 |
As of 2025 Q4 — sorted by position size