Armstrong Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Armstrong Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$297K	Hold	1,303	–	–	0.02%	197
2026 Q2	$296K	Hold	1,303	–	–	0.02%	207
2026 Q1	$275K	Hold	1,303	–	–	0.02%	201
2025 Q4	$276K	Hold	1,303	–	–	0.02%	189
2025 Q3	$269K	Hold	1,303	–	–	0.02%	178
2025 Q2	$255K	Sell	1,303 -28	-2%	-$5.22K	0.02%	176
2025 Q1	$254K	Hold	1,331	–	–	0.02%	165
2024 Q4	$254K	Buy	1,331 +319	+32%	+$63.3K	0.02%	165
2024 Q3	$200K	Hold	1,012	–	–	0.02%	184
2024 Q2	$184K	Hold	1,012	–	–	0.02%	192
2024 Q1	$176K	Hold	1,012	–	–	0.02%	192
2023 Q4	$176K	Hold	1,012	–	–	0.02%	192
2023 Q3	$156K	Hold	1,012	–	–	0.02%	190
2023 Q2	$163K	Hold	1,012	–	–	0.02%	193
2023 Q1	$154K	Sell	1,012 -285	-22%	-$43.1K	0.02%	190
2022 Q4	$188K	Buy	+1,297	New	+$185K	0.02%	169

Other funds holding IVE

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $465M AUM 18.18% 1-Year Est. Return

EWA

Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

West Wealth Group Irvine, California $645M AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group's IVE Position: Q3 2026 in Review

Armstrong Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q3 2026 at 1,303 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #197.

Armstrong Advisory Group first reported a position in IVE in Q4 2022 and has held it in 16 quarters since. 384 funds tracked by Wall St. Rank hold IVE as of Q3 2026.

Armstrong Advisory Group held 1,303 shares of iShares S&P 500 Value ETF worth $297K as of Q3 2026.
Armstrong Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q3 2026.
iShares S&P 500 Value ETF made up 0.02% of Armstrong Advisory Group's portfolio in Q3 2026, its #197 holding.
Armstrong Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 16 quarters since.
384 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.