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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Accel Wealth Management sold out of iShares S&P 500 Value ETF (IVE) in Q2 2023, closing a stake of 428 shares — an estimated $64.9K sold.

Accel Wealth Management first reported a position in IVE in Q4 2020 and held it in 10 quarters. The position peaked at $66K in Q1 2022. 1,144 funds tracked by Wall St. Rank hold IVE as of Q2 2023.

Accel Wealth Management reported no remaining iShares S&P 500 Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 428 iShares S&P 500 Value ETF shares in Q2 2023, an estimated $64.9K.
Accel Wealth Management first reported a position in iShares S&P 500 Value ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares S&P 500 Value ETF position peaked at $66K in Q1 2022.
1,144 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2023.

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