Ownership history in Accel Wealth Management Β· 21 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in ISHARES TRUST CORE DIV GRWTH ETF (DGRO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Accel Wealth Management underperformed the S&P 500 by β2.7% annually on this DGRO position. Timing score: 60% (12/20 decisions correct). Average cost basis: $49.94. Maximum drawdown during holding period: β18.6%.
β οΈ Trailed SPY by 2.7% ann. on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 20 add/trim decisions correct
Best entry: $39.75 (2020 Q4) Β· Worst: $69.10 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
17 adds Β· 4 trims. Bought during 4 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 4.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.