Blue Bell Private Wealth Management’s iShares Large Cap Accelerated Outcome ETF TWOX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.4K Hold
500
﹤0.01% 553
2026
Q1
$13.4K Buy
+500
New +$14K ﹤0.01% 536

Other funds holding TWOX

Blue Bell Private Wealth Management's TWOX Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its iShares Large Cap Accelerated Outcome ETF (TWOX) position steady in Q2 2026 at 500 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Blue Bell Private Wealth Management first reported a position in TWOX in Q1 2026 and has held it in 2 quarters since. 4 funds tracked by Wall St. Rank hold TWOX as of Q2 2026.

  • Blue Bell Private Wealth Management held 500 shares of iShares Large Cap Accelerated Outcome ETF worth $14.4K as of Q2 2026.
  • Blue Bell Private Wealth Management left its iShares Large Cap Accelerated Outcome ETF share count unchanged in Q2 2026.
  • iShares Large Cap Accelerated Outcome ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #553 holding.
  • Blue Bell Private Wealth Management first reported a position in iShares Large Cap Accelerated Outcome ETF in Q1 2026 and has held it in 2 quarters since.
  • 4 funds tracked by Wall St. Rank held iShares Large Cap Accelerated Outcome ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.