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IVC Wealth Advisors’s Allstate ALL Stock Holding History

IVC Wealth Advisors’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.28M Sell
9,595
-195
-2% -$42.4K 0.89% 24
2026
Q1 		$2.03M Sell
9,790
-490
-5% -$100K 0.88% 23
2025
Q4 		$2.14M Buy
10,280
+1,198
+13% +$245K 0.93% 22
2025
Q3 		$1.95M Sell
9,082
-205
-2% -$41.4K 0.87% 21
2025
Q2 		$1.87M Buy
9,287
+35
+0.4% +$6.98K 0.91% 21
2025
Q1 		$1.92M Sell
9,252
-289
-3% -$56.3K 1.03% 18
2024
Q4 		$1.84M Sell
9,541
-408
-4% -$79.2K 1.03% 18
2024
Q3 		$1.89M Sell
9,949
-168
-2% -$29.8K 1.03% 20
2024
Q2 		$1.62M Sell
10,117
-284
-3% -$47.4K 0.9% 23
2024
Q1 		$1.8M Sell
10,401
-387
-4% -$61.1K 1.04% 18
2023
Q4 		$1.51M Sell
10,788
-66
-0.6% -$8.61K 0.94% 24
2023
Q3 		$1.21M Buy
10,854
+61
+0.6% +$6.66K 0.81% 28
2023
Q2 		$1.18M Sell
10,793
-148
-1% -$16.8K 0.75% 30
2023
Q1 		$1.21M Sell
10,941
-277
-2% -$35K 0.86% 27
2022
Q4 		$1.52M Sell
11,218
-140
-1% -$18.3K 1.12% 19
2022
Q3 		$1.41M Sell
11,358
-31
-0.3% -$3.85K 1.14% 18
2022
Q2 		$1.44M Sell
11,389
-137
-1% -$17.9K 1.12% 18
2022
Q1 		$1.6M Sell
11,526
-113
-1% -$14.2K 1.05% 20
2021
Q4 		$1.37M Sell
11,639
-58
-0.5% -$6.86K 0.88% 26
2021
Q3 		$1.49M Buy
11,697
+134
+1% +$17.7K 1.03% 23
2021
Q2 		$1.51M Sell
11,563
-358
-3% -$46.2K 1.06% 20
2021
Q1 		$1.37M Buy
11,921
+158
+1% +$17.4K 1.08% 20
2020
Q4 		$1.29M Buy
+11,763
New +$1.16M 1.23% 16

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IVC Wealth Advisors's ALL Position: Q2 2026 in Review

IVC Wealth Advisors reduced its Allstate (ALL) stake by 2% in Q2 2026, selling an estimated $42.4K and leaving 9,595 shares worth $2.28M. The position accounts for 0.89% of the portfolio, ranked #24.

IVC Wealth Advisors first reported a position in ALL in Q4 2020 and has held it in 23 quarters since. 265 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • IVC Wealth Advisors held 9,595 shares of Allstate worth $2.28M as of Q2 2026.
  • IVC Wealth Advisors sold 195 Allstate shares in Q2 2026, an estimated $42.4K.
  • Allstate made up 0.89% of IVC Wealth Advisors's portfolio in Q2 2026, its #24 holding.
  • IVC Wealth Advisors first reported a position in Allstate in Q4 2020 and has held it in 23 quarters since.
  • 265 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.