Accel Wealth Management’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-428	Closed	-$64.9K	–	522
2023 Q1	$64.9K	Buy	428 +1	+0.2%	+$151	0.03%	421
2022 Q4	$61.9K	Buy	427 +2	+0.5%	+$286	0.03%	323
2022 Q3	$58K	Buy	425 +1	+0.2%	+$142	0.03%	335
2022 Q2	$59K	Buy	424 +1	+0.2%	+$148	0.03%	318
2022 Q1	$66K	Buy	423 +1	+0.2%	+$154	0.03%	316
2021 Q4	$66K	Buy	422 +211	+100%	+$32.1K	0.03%	330
2021 Q3	$31K	Sell	211 -209	-50%	-$31.1K	0.02%	410
2021 Q2	$62K	Buy	420 +1	+0.2%	+$147	0.04%	302
2021 Q1	$59K	Buy	419 +1	+0.2%	+$135	0.05%	289
2020 Q4	$54K	Buy	+418	New	+$50.6K	0.05%	281

Other funds holding IVE

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of America

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

Envestnet Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return