Allegheny Financial Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allegheny Financial Group’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	$491K	Buy	3,572 +116	+3%	+$15.3K	0.05%	175
2026 Q1	$391K	Hold	3,456	–	–	0.05%	179
2025 Q4	$426K	Hold	3,456	–	–	0.06%	164
2025 Q3	$417K	Hold	3,456	–	–	0.08%	159
2025 Q2	$381K	Hold	3,456	–	–	0.08%	164
2025 Q1	$321K	Hold	3,456	–	–	0.08%	176
2024 Q4	$351K	Hold	3,456	–	–	0.09%	165
2024 Q3	$331K	Hold	3,456	–	–	0.08%	183
2024 Q2	$320K	Buy	+3,456	New	+$298K	0.09%	169

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Allegheny Financial Group increased its iShares S&P 500 Growth ETF (IVW) stake by 3.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 3,572 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #175.

Allegheny Financial Group first reported a position in IVW in Q2 2024 and has held it in 9 quarters since. 2,138 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Allegheny Financial Group held 3,572 shares of iShares S&P 500 Growth ETF worth $491K as of Q2 2026.
Allegheny Financial Group bought 116 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $15.3K.
iShares S&P 500 Growth ETF made up 0.05% of Allegheny Financial Group's portfolio in Q2 2026, its #175 holding.
Allegheny Financial Group first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 9 quarters since.
2,138 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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