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 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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWM

Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Accel Wealth Management opened a new position in iShares S&P 500 Growth ETF (IVW) in Q2 2026: 1,599 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #277 among its holdings. This is a return to the name: Accel Wealth Management previously reported a position in IVW as recently as Q1 2023.

Accel Wealth Management first reported a position in IVW in Q4 2020 and has held it in 11 quarters since. 440 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Accel Wealth Management held 1,599 shares of iShares S&P 500 Growth ETF worth $220K as of Q2 2026.
iShares S&P 500 Growth ETF was a new Accel Wealth Management position in Q2 2026.
iShares S&P 500 Growth ETF made up 0.05% of Accel Wealth Management's portfolio in Q2 2026, its #277 holding.
Accel Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2020 and has held it in 11 quarters since.
440 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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