Accel Wealth Management’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-166	Closed	-$25.3K	–	526
2023 Q1	$25.3K	Hold	166	–	–	0.01%	641
2022 Q4	$25.2K	Sell	166 -29	-15%	-$4.34K	0.01%	497
2022 Q3	$28K	Hold	195	–	–	0.02%	483
2022 Q2	$28K	Hold	195	–	–	0.02%	463
2022 Q1	$32K	Hold	195	–	–	0.02%	455
2021 Q4	$33K	Hold	195	–	–	0.02%	461
2021 Q3	$31K	Hold	195	–	–	0.02%	411
2021 Q2	$31K	Hold	195	–	–	0.02%	433
2021 Q1	$30K	Buy	195 +59	+43%	+$8.54K	0.02%	416
2020 Q4	$19K	Buy	+136	New	+$17.4K	0.02%	506

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accel Wealth Management's IWD Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Russell 1000 Value ETF (IWD) in Q2 2023, closing a stake of 166 shares — an estimated $25.3K sold.

Accel Wealth Management first reported a position in IWD in Q4 2020 and held it in 10 quarters. The position peaked at $33K in Q4 2021. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

Accel Wealth Management reported no remaining iShares Russell 1000 Value ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 166 iShares Russell 1000 Value ETF shares in Q2 2023, an estimated $25.3K.
Accel Wealth Management first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Russell 1000 Value ETF position peaked at $33K in Q4 2021.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.