IVC Wealth Advisors
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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
Q3 		$1.99M Sell
8,979
-616
-6% -$156K 0.8% 24
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

IVC Wealth Advisors's ALL Position: Q3 2026 in Review

IVC Wealth Advisors reduced its Allstate (ALL) stake by 6.4% in Q3 2026, selling an estimated $156K and leaving 8,979 shares worth $1.99M. The position accounts for 0.8% of the portfolio, ranked #24.

IVC Wealth Advisors first reported a position in ALL in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.28M in Q2 2026. 761 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • IVC Wealth Advisors held 8,979 shares of Allstate worth $1.99M as of Q3 2026.
  • IVC Wealth Advisors sold 616 Allstate shares in Q3 2026, an estimated $156K.
  • Allstate made up 0.8% of IVC Wealth Advisors's portfolio in Q3 2026, its #24 holding.
  • IVC Wealth Advisors first reported a position in Allstate in Q4 2020 and has held it in 24 quarters since.
  • IVC Wealth Advisors's Allstate position peaked at $2.28M in Q2 2026.
  • 761 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.