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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
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

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ANB
Amarillo National Bank Amarillo, Texas $624M AUM 20.28% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

Armstrong Advisory Group's IVE Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,303 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #207.

Armstrong Advisory Group first reported a position in IVE in Q4 2022 and has held it in 15 quarters since. 390 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Armstrong Advisory Group held 1,303 shares of iShares S&P 500 Value ETF worth $296K as of Q2 2026.
  • Armstrong Advisory Group left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
  • iShares S&P 500 Value ETF made up 0.02% of Armstrong Advisory Group's portfolio in Q2 2026, its #207 holding.
  • Armstrong Advisory Group first reported a position in iShares S&P 500 Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 390 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.