Armstrong Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$245M	Buy	319,321 +14,982	+5%	+$11.4M	14.72%	1
2026 Q2	$228M	Sell	304,339 -119,900	-28%	-$87.3M	13.88%	2
2026 Q1	$277M	Buy	424,239 +185,741	+78%	+$127M	18.59%	1
2025 Q4	$163M	Buy	238,498 +7,276	+3%	+$4.94M	11.04%	1
2025 Q3	$155M	Buy	231,222 +6,568	+3%	+$4.23M	10.91%	1
2025 Q2	$139M	Sell	224,654 -34,625	-13%	-$19.9M	10.56%	1
2025 Q1	$153M	Hold	259,279	–	–	12.19%	1
2024 Q4	$153M	Buy	259,279 +11,069	+4%	+$6.55M	12.19%	1
2024 Q3	$143M	Buy	248,210 +58,213	+31%	+$32.4M	11.86%	2
2024 Q2	$104M	Buy	189,997 +108,624	+133%	+$57.1M	9.2%	3
2024 Q1	$38.9M	Hold	81,373	–	–	3.77%	8
2023 Q4	$38.9M	Buy	81,373 +3,088	+4%	+$1.38M	3.77%	8
2023 Q3	$33.6M	Sell	78,285 -1,644	-2%	-$735K	3.67%	8
2023 Q2	$35.6M	Buy	79,929 +2,832	+4%	+$1.19M	3.78%	8
2023 Q1	$31.7M	Buy	77,097 +4,526	+6%	+$1.81M	3.74%	8
2022 Q4	$27.9M	Buy	+72,571	New	+$28M	3.67%	9

Other funds holding IVV

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

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

Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return

Alaska Permanent Fund Juneau, Alaska $1.28B AUM 16.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

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

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

Armstrong Advisory Group increased its iShares Core S&P 500 ETF (IVV) stake by 4.9% in Q3 2026, buying an estimated $11.4M and bringing the position to 319,321 shares worth $245M. The position accounts for 14.72% of the portfolio, ranked #1.

Armstrong Advisory Group first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. The position peaked at $277M in Q1 2026. 1,156 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Armstrong Advisory Group held 319,321 shares of iShares Core S&P 500 ETF worth $245M as of Q3 2026.
Armstrong Advisory Group bought 14,982 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $11.4M.
iShares Core S&P 500 ETF made up 14.72% of Armstrong Advisory Group's portfolio in Q3 2026, its #1 holding.
Armstrong Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares Core S&P 500 ETF position peaked at $277M in Q1 2026.
1,156 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

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