Accel Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
2,371
| – | – | 0.49% | 58 |
|
|
2025
Q1 | $1.33M | Sell |
2,371
-206
| -8% | -$116K | 0.48% | 57 |
|
|
2024
Q4 | $1.52M | Sell |
2,577
-91
| -3% | -$53.6K | 0.58% | 49 |
|
|
2024
Q3 | $1.54M | Sell |
2,668
-23
| -0.9% | -$13.3K | 0.57% | 51 |
|
|
2024
Q2 | $1.47M | Buy |
2,691
+7
| +0.3% | +$3.83K | 0.59% | 46 |
|
|
2024
Q1 | $1.41M | Hold |
2,684
| – | – | 0.6% | 45 |
|
|
2023
Q4 | $1.28M | Sell |
2,684
-1,164
| -30% | -$556K | 0.64% | 43 |
|
|
2023
Q3 | $1.65M | Hold |
3,848
| – | – | 0.92% | 28 |
|
|
2023
Q2 | $1.71M | Buy |
3,848
+3,557
| +1,222% | +$1.59M | 0.94% | 28 |
|
|
2023
Q1 | $119K | Hold |
291
| – | – | 0.05% | 293 |
|
|
2022
Q4 | $112K | Buy |
291
+1
| +0.3% | +$384 | 0.05% | 227 |
|
|
2022
Q3 | $110K | Buy |
290
+79
| +37% | +$30K | 0.06% | 231 |
|
|
2022
Q2 | $82K | Hold |
211
| – | – | 0.05% | 262 |
|
|
2022
Q1 | $96K | Sell |
211
-127
| -38% | -$57.8K | 0.05% | 260 |
|
|
2021
Q4 | $161K | Buy |
338
+16
| +5% | +$7.62K | 0.08% | 189 |
|
|
2021
Q3 | $139K | Sell |
322
-16
| -5% | -$6.91K | 0.09% | 176 |
|
|
2021
Q2 | $145K | Hold |
338
| – | – | 0.1% | 190 |
|
|
2021
Q1 | $134K | Sell |
338
-23
| -6% | -$9.12K | 0.11% | 177 |
|
|
2020
Q4 | $136K | Buy |
+361
| New | +$136K | 0.13% | 166 |
|