Institute for Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $624K | Hold |
2,624
| – | – | 0.06% | 283 |
|
|
2026
Q1 | $544K | Buy |
2,624
+12
| +0.5% | +$2.46K | 0.06% | 303 |
|
|
2025
Q4 | $544K | Sell |
2,612
-14
| -0.5% | -$2.87K | 0.06% | 295 |
|
|
2025
Q3 | $564K | Sell |
2,626
-155
| -6% | -$31.3K | 0.06% | 301 |
|
|
2025
Q2 | $560K | Hold |
2,781
| – | – | 0.06% | 290 |
|
|
2025
Q1 | $576K | Sell |
2,781
-42
| -1% | -$8.18K | 0.07% | 266 |
|
|
2024
Q4 | $544K | Sell |
2,823
-62
| -2% | -$12K | 0.07% | 275 |
|
|
2024
Q3 | $547K | Sell |
2,885
-43
| -1% | -$7.64K | 0.07% | 280 |
|
|
2024
Q2 | $468K | Hold |
2,928
| – | – | 0.06% | 294 |
|
|
2024
Q1 | $507K | Sell |
2,928
-45
| -2% | -$7.1K | 0.07% | 287 |
|
|
2023
Q4 | $416K | Sell |
2,973
-45
| -1% | -$5.87K | 0.07% | 303 |
|
|
2023
Q3 | $336K | Sell |
3,018
-132
| -4% | -$14.4K | 0.06% | 329 |
|
|
2023
Q2 | $343K | Buy |
3,150
+208
| +7% | +$23.6K | 0.06% | 332 |
|
|
2023
Q1 | $326K | Hold |
2,942
| – | – | 0.06% | 332 |
|
|
2022
Q4 | $399K | Sell |
2,942
-5
| -0.2% | -$654 | 0.08% | 301 |
|
|
2022
Q3 | $367K | Buy |
2,947
+50
| +2% | +$6.21K | 0.08% | 298 |
|
|
2022
Q2 | $367K | Hold |
2,897
| – | – | 0.07% | 343 |
|
|
2022
Q1 | $401K | Hold |
2,897
| – | – | 0.06% | 337 |
|
|
2021
Q4 | $341K | Hold |
2,897
| – | – | 0.06% | 347 |
|
|
2021
Q3 | $369K | Hold |
2,897
| – | – | 0.06% | 327 |
|
|
2021
Q2 | $378K | Buy |
2,897
+64
| +2% | +$8.27K | 0.07% | 325 |
|
|
2021
Q1 | $326K | Sell |
2,833
-37
| -1% | -$4.08K | 0.06% | 344 |
|
|
2020
Q4 | $315K | Buy |
2,870
+67
| +2% | +$6.58K | 0.06% | 337 |
|
|
2020
Q3 | $264K | Buy |
2,803
+14
| +0.5% | +$1.31K | 0.06% | 341 |
|
|
2020
Q2 | $271K | Buy |
2,789
+9
| +0.3% | +$884 | 0.07% | 340 |
|
|
2020
Q1 | $255K | Sell |
2,780
-10
| -0.4% | -$1.09K | 0.08% | 312 |
|
|
2019
Q4 | $314K | Buy |
2,790
+10
| +0.4% | +$1.09K | 0.07% | 336 |
|
|
2019
Q3 | $302K | Sell |
2,780
-842
| -23% | -$87.9K | 0.08% | 324 |
|
|
2019
Q2 | $368K | Sell |
3,622
-96
| -3% | -$9.38K | 0.08% | 311 |
|
|
2019
Q1 | $350K | Sell |
3,718
-9
| -0.2% | -$814 | 0.08% | 302 |
|
|
2018
Q4 | $308K | Buy |
+3,727
| New | +$335K | 0.13% | 194 |
|
|
2018
Q1 | – | Sell |
-4,147
| Closed | -$434K | – | 262 |
|
|
2017
Q4 | $434K | Buy |
+4,147
| New | +$408K | 0.1% | 249 |
|
|
2017
Q3 | – | Sell |
-5,656
| Closed | -$499K | – | 255 |
|
|
2017
Q2 | $499K | Buy |
+5,656
| New | +$479K | 0.14% | 225 |
|
Other funds holding ALL
Institute for Wealth Management's ALL Position: Q2 2026 in Review
Institute for Wealth Management held its Allstate (ALL) position steady in Q2 2026 at 2,624 shares worth $624K. The position accounts for 0.06% of the portfolio, ranked #283.
Institute for Wealth Management first reported a position in ALL in Q2 2017 and has held it in 33 quarters since. 1,744 funds tracked by Wall St. Rank hold ALL as of Q2 2026.
- Institute for Wealth Management held 2,624 shares of Allstate worth $624K as of Q2 2026.
- Institute for Wealth Management left its Allstate share count unchanged in Q2 2026.
- Allstate made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #283 holding.
- Institute for Wealth Management first reported a position in Allstate in Q2 2017 and has held it in 33 quarters since.
- 1,744 funds tracked by Wall St. Rank held Allstate as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.