Accel Wealth Management’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Accel Wealth Management’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-248	Closed	-$22K	–	521
2023 Q1	$22K	Hold	248	–	–	0.01%	678
2022 Q4	$20.2K	Hold	248	–	–	0.01%	542
2022 Q3	$21K	Hold	248	–	–	0.01%	545
2022 Q2	$21K	Sell	248 -19	-7%	-$1.74K	0.01%	530
2022 Q1	$28K	Sell	267 -392	-59%	-$40.7K	0.01%	485
2021 Q4	$76K	Buy	659 +258	+64%	+$28.8K	0.04%	309
2021 Q3	$41K	Buy	401 +9	+2%	+$951	0.03%	353
2021 Q2	$40K	Hold	392	–	–	0.03%	382
2021 Q1	$36K	Hold	392	–	–	0.03%	378
2020 Q4	$35K	Buy	+392	New	+$33K	0.03%	370

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's IUSG Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Core S&P US Growth ETF (IUSG) in Q2 2023, closing a stake of 248 shares — an estimated $22K sold.

Accel Wealth Management first reported a position in IUSG in Q4 2020 and held it in 10 quarters. The position peaked at $76K in Q4 2021. 566 funds tracked by Wall St. Rank hold IUSG as of Q2 2023.

Accel Wealth Management reported no remaining iShares Core S&P US Growth ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 248 iShares Core S&P US Growth ETF shares in Q2 2023, an estimated $22K.
Accel Wealth Management first reported a position in iShares Core S&P US Growth ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Core S&P US Growth ETF position peaked at $76K in Q4 2021.
566 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.