Armstrong Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$527K	Hold	3,705	–	–	0.03%	136
2026 Q2	$510K	Hold	3,705	–	–	0.03%	144
2026 Q1	$419K	Hold	3,705	–	–	0.03%	159
2025 Q4	$457K	Hold	3,705	–	–	0.03%	146
2025 Q3	$447K	Hold	3,705	–	–	0.03%	145
2025 Q2	$408K	Buy	3,705 +353	+11%	+$34.9K	0.03%	141
2025 Q1	$340K	Hold	3,352	–	–	0.03%	140
2024 Q4	$340K	Hold	3,352	–	–	0.03%	140
2024 Q3	$321K	Hold	3,352	–	–	0.03%	143
2024 Q2	$310K	Hold	3,352	–	–	0.03%	141
2024 Q1	$252K	Hold	3,352	–	–	0.02%	161
2023 Q4	$252K	Hold	3,352	–	–	0.02%	161
2023 Q3	$229K	Hold	3,352	–	–	0.03%	150
2023 Q2	$236K	Hold	3,352	–	–	0.03%	148
2023 Q1	$214K	Hold	3,352	–	–	0.03%	155
2022 Q4	$196K	Buy	+3,352	New	+$201K	0.03%	162

Other funds holding IVW

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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

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

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

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 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

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

Armstrong Advisory Group held its iShares S&P 500 Growth ETF (IVW) position steady in Q3 2026 at 3,705 shares worth $527K. The position accounts for 0.03% of the portfolio, ranked #136.

Armstrong Advisory Group first reported a position in IVW in Q4 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

Armstrong Advisory Group held 3,705 shares of iShares S&P 500 Growth ETF worth $527K as of Q3 2026.
Armstrong Advisory Group left its iShares S&P 500 Growth ETF share count unchanged in Q3 2026.
iShares S&P 500 Growth ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #136 holding.
Armstrong Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 16 quarters since.
766 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

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