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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BOF

Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Armstrong Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 28% in Q2 2026, selling an estimated $87.3M and leaving 304,339 shares worth $228M. The position accounts for 13.88% of the portfolio, ranked #2.

Armstrong Advisory Group first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $277M in Q1 2026. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Armstrong Advisory Group held 304,339 shares of iShares Core S&P 500 ETF worth $228M as of Q2 2026.
Armstrong Advisory Group sold 119,900 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $87.3M.
iShares Core S&P 500 ETF made up 13.88% of Armstrong Advisory Group's portfolio in Q2 2026, its #2 holding.
Armstrong Advisory Group first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Core S&P 500 ETF position peaked at $277M in Q1 2026.
853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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