Accel Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.56M | Sell |
|
|||||
|
2025
Q2 | $1.47M | Hold |
|
|||||
|
2025
Q1 | $1.33M | Sell |
|
|||||
|
2024
Q4 | $1.52M | Sell |
|
|||||
|
2024
Q3 | $1.54M | Sell |
|
|||||
|
2024
Q2 | $1.47M | Buy |
|
|||||
|
2024
Q1 | $1.41M | Hold |
|
|||||
|
2023
Q4 | $1.28M | Sell |
|
|||||
|
2023
Q3 | $1.65M | Hold |
|
|||||
|
2023
Q2 | $1.71M | Buy |
|
|||||
|
2023
Q1 | $119K | Hold |
|
|||||
|
2022
Q4 | $112K | Buy |
|
|||||
|
2022
Q3 | $110K | Buy |
|
|||||
|
2022
Q2 | $82K | Hold |
|
|||||
|
2022
Q1 | $96K | Sell |
|
|||||
|
2021
Q4 | $161K | Buy |
|
|||||
|
2021
Q3 | $139K | Sell |
|
|||||
|
2021
Q2 | $145K | Hold |
|
|||||
|
2021
Q1 | $134K | Sell |
|
|||||
|
2020
Q4 | $136K | Buy |
|