AAG
Armstrong Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139M | Sell |
224,654
-34,625
| -13% | -$21.5M | 10.56% | 1 |
|
|
2025
Q1 | $153M | Hold |
259,279
| – | – | 12.19% | 1 |
|
|
2024
Q4 | $153M | Buy |
259,279
+11,069
| +4% | +$6.52M | 12.19% | 1 |
|
|
2024
Q3 | $143M | Buy |
248,210
+58,213
| +31% | +$33.6M | 11.86% | 2 |
|
|
2024
Q2 | $104M | Buy |
189,997
+108,624
| +133% | +$59.4M | 9.2% | 3 |
|
|
2024
Q1 | $38.9M | Hold |
81,373
| – | – | 3.77% | 8 |
|
|
2023
Q4 | $38.9M | Buy |
81,373
+3,088
| +4% | +$1.47M | 3.77% | 8 |
|
|
2023
Q3 | $33.6M | Sell |
78,285
-1,644
| -2% | -$706K | 3.67% | 8 |
|
|
2023
Q2 | $35.6M | Buy |
79,929
+2,832
| +4% | +$1.26M | 3.78% | 8 |
|
|
2023
Q1 | $31.7M | Buy |
77,097
+4,526
| +6% | +$1.86M | 3.74% | 8 |
|
|
2022
Q4 | $27.9M | Buy |
+72,571
| New | +$27.9M | 3.67% | 9 |
|