AWM
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Accel Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Accel Wealth Management’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.51M Hold
2,022
– – 0.34% 69
2026
Q1 		$1.32M Sell
2,022
-306
-13% -$209K 0.34% 74
2025
Q4 		$1.59M Hold
2,328
– – 0.44% 60
2025
Q3 		$1.56M Sell
2,328
-43
-2% -$27.7K 0.45% 57
2025
Q2 		$1.47M Hold
2,371
– – 0.49% 58
2025
Q1 		$1.33M Sell
2,371
-206
-8% -$122K 0.48% 57
2024
Q4 		$1.52M Sell
2,577
-91
-3% -$53.9K 0.58% 49
2024
Q3 		$1.54M Sell
2,668
-23
-0.9% -$12.8K 0.57% 51
2024
Q2 		$1.47M Buy
2,691
+7
+0.3% +$3.68K 0.59% 46
2024
Q1 		$1.41M Hold
2,684
– – 0.6% 45
2023
Q4 		$1.28M Sell
2,684
-1,164
-30% -$521K 0.64% 43
2023
Q3 		$1.65M Hold
3,848
– – 0.92% 28
2023
Q2 		$1.71M Buy
3,848
+3,557
+1,222% +$1.5M 0.94% 28
2023
Q1 		$119K Hold
291
– – 0.05% 293
2022
Q4 		$112K Buy
291
+1
+0.3% +$386 0.05% 227
2022
Q3 		$110K Buy
290
+79
+37% +$31.5K 0.06% 231
2022
Q2 		$82K Hold
211
– – 0.05% 262
2022
Q1 		$96K Sell
211
-127
-38% -$56.8K 0.05% 260
2021
Q4 		$161K Buy
338
+16
+5% +$7.37K 0.08% 189
2021
Q3 		$139K Sell
322
-16
-5% -$7.09K 0.09% 176
2021
Q2 		$145K Hold
338
– – 0.1% 190
2021
Q1 		$134K Sell
338
-23
-6% -$8.9K 0.11% 177
2020
Q4 		$136K Buy
+361
New +$128K 0.13% 166

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Accel Wealth Management's IVV Position: Q2 2026 in Review

Accel Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 2,022 shares worth $1.51M. The position accounts for 0.34% of the portfolio, ranked #69.

Accel Wealth Management first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.71M in Q2 2023. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Accel Wealth Management held 2,022 shares of iShares Core S&P 500 ETF worth $1.51M as of Q2 2026.
  • Accel Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.34% of Accel Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Accel Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • Accel Wealth Management's iShares Core S&P 500 ETF position peaked at $1.71M in Q2 2023.
  • 1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.