Allegiance Financial Group Advisory Services’s iShares S&P 500 Growth ETF IVW Stock Holding History

Allegiance Financial Group Advisory Services’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 Q1	$246K	Hold	2,173	–	–	0.05%	161
2025 Q4	$268K	Buy	2,173 +1	+0%	+$122	0.06%	142
2025 Q3	$262K	Sell	2,172 -2,211	-50%	-$254K	0.06%	131
2025 Q2	$483K	Buy	+4,383	New	+$434K	0.13%	64

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Allegiance Financial Group Advisory Services's IVW Position: Q1 2026 in Review

Allegiance Financial Group Advisory Services held its iShares S&P 500 Growth ETF (IVW) position steady in Q1 2026 at 2,173 shares worth $246K. The position accounts for 0.05% of the portfolio, ranked #161.

Allegiance Financial Group Advisory Services first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. The position peaked at $483K in Q2 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Allegiance Financial Group Advisory Services held 2,173 shares of iShares S&P 500 Growth ETF worth $246K as of Q1 2026.
Allegiance Financial Group Advisory Services left its iShares S&P 500 Growth ETF share count unchanged in Q1 2026.
iShares S&P 500 Growth ETF made up 0.05% of Allegiance Financial Group Advisory Services's portfolio in Q1 2026, its #161 holding.
Allegiance Financial Group Advisory Services first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
Allegiance Financial Group Advisory Services's iShares S&P 500 Growth ETF position peaked at $483K in Q2 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2026, filed 8 May 2026.