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Allegheny Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Allegheny Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Buy
4,764
+198
+4% +$144K 0.38% 45
2026
Q1 		$2.98M Buy
4,566
+398
+10% +$272K 0.4% 43
2025
Q4 		$2.86M Buy
4,168
+40
+1% +$27.2K 0.42% 43
2025
Q3 		$2.76M Buy
4,128
+233
+6% +$150K 0.52% 36
2025
Q2 		$2.42M Buy
3,895
+976
+33% +$560K 0.54% 32
2025
Q1 		$1.64M Sell
2,919
-592
-17% -$350K 0.42% 47
2024
Q4 		$2.07M Buy
3,511
+268
+8% +$159K 0.53% 34
2024
Q3 		$1.87M Sell
3,243
-199
-6% -$111K 0.46% 37
2024
Q2 		$1.88M Buy
3,442
+723
+27% +$380K 0.54% 32
2024
Q1 		$1.43M Sell
2,719
-510
-16% -$255K 0.44% 39
2023
Q4 		$1.54M Buy
3,229
+792
+32% +$354K 0.5% 35
2023
Q3 		$1.05M Buy
2,437
+1,091
+81% +$488K 0.39% 47
2023
Q2 		$600K Sell
1,346
-1,113
-45% -$469K 0.28% 69
2023
Q1 		$1.01M Buy
2,459
+522
+27% +$209K 0.41% 49
2022
Q4 		$744K Buy
1,937
+57
+3% +$22K 0.31% 64
2022
Q3 		$674K Buy
1,880
+77
+4% +$30.7K 0.32% 64
2022
Q2 		$683K Sell
1,803
-257
-12% -$106K 0.32% 64
2022
Q1 		$935K Buy
2,060
+248
+14% +$111K 0.4% 48
2021
Q4 		$864K Sell
1,812
-108
-6% -$49.8K 0.34% 52
2021
Q3 		$827K Sell
1,920
-35
-2% -$15.5K 0.38% 49
2021
Q2 		$841K Hold
1,955
– – 0.38% 46
2021
Q1 		$778K Buy
1,955
+69
+4% +$26.7K 0.57% 31
2020
Q4 		$708K Buy
+1,886
New +$671K 0.38% 49

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Allegheny Financial Group's IVV Position: Q2 2026 in Review

Allegheny Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 4.3% in Q2 2026, buying an estimated $144K and bringing the position to 4,764 shares worth $3.57M. The position accounts for 0.38% of the portfolio, ranked #45.

Allegheny Financial Group first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Allegheny Financial Group held 4,764 shares of iShares Core S&P 500 ETF worth $3.57M as of Q2 2026.
  • Allegheny Financial Group bought 198 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $144K.
  • iShares Core S&P 500 ETF made up 0.38% of Allegheny Financial Group's portfolio in Q2 2026, its #45 holding.
  • Allegheny Financial Group first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
  • 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Allegheny Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.