Accel Wealth Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$227K	Hold	1,599	–	–	0.05%	273
2026 Q2	$220K	Buy	+1,599	New	+$211K	0.05%	277
2023 Q2	–	Sell	-1,198	Closed	-$76.5K	–	525
2023 Q1	$76.5K	Hold	1,198	–	–	0.03%	384
2022 Q4	$70.1K	Hold	1,198	–	–	0.03%	303
2022 Q3	$73K	Hold	1,198	–	–	0.04%	301
2022 Q2	$75K	Sell	1,198 -653	-35%	-$43.2K	0.04%	281
2022 Q1	$142K	Sell	1,851 -527	-22%	-$39.6K	0.07%	202
2021 Q4	$199K	Buy	2,378 +652	+38%	+$52.5K	0.1%	169
2021 Q3	$128K	Sell	1,726 -650	-27%	-$49.5K	0.08%	191
2021 Q2	$173K	Buy	2,376 +1	+0%	+$69	0.11%	173
2021 Q1	$155K	Buy	2,375 +79	+3%	+$5.11K	0.13%	162
2020 Q4	$147K	Buy	+2,296	New	+$139K	0.14%	155

Other funds holding IVW

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Accel Wealth Management's IVW Position: Q3 2026 in Review

Accel Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 1,599 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #273.

Accel Wealth Management first reported a position in IVW in Q4 2020 and has held it in 12 quarters since. 1,681 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Accel Wealth Management held 1,599 shares of iShares S&P 500 Growth ETF worth $227K as of Q3 2026.
Accel Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.05% of Accel Wealth Management's portfolio in Q3 2026, its #273 holding.
Accel Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 12 quarters since.
1,681 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.