Henry H. Armstrong Associates’s iShares Core S&P 500 ETF IVV Stock Holding History

Henry H. Armstrong Associates’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	$319K	Hold	417	–	–	0.03%	51
2026 Q2	$312K	Hold	417	–	–	0.03%	53
2026 Q1	$272K	Hold	417	–	–	0.03%	53
2025 Q4	$286K	Sell	417 -95	-19%	-$64.5K	0.03%	55
2025 Q3	$343K	Hold	512	–	–	0.03%	51
2025 Q2	$318K	Hold	512	–	–	0.03%	49
2025 Q1	$288K	Hold	512	–	–	0.03%	51
2024 Q4	$301K	Sell	512 -440	-46%	-$260K	0.03%	51
2024 Q3	$549K	Hold	952	–	–	0.05%	45
2024 Q2	$521K	Buy	952 +371	+64%	+$195K	0.05%	43
2024 Q1	$305K	Buy	581 +56	+11%	+$28K	0.03%	50
2023 Q4	$251K	Hold	525	–	–	0.03%	51
2023 Q3	$225K	Hold	525	–	–	0.03%	54
2023 Q2	$234K	Sell	525 -100	-16%	-$42.1K	0.03%	54
2023 Q1	$257K	Hold	625	–	–	0.03%	53
2022 Q4	$240K	Hold	625	–	–	0.03%	58
2022 Q3	$224K	Hold	625	–	–	0.03%	58
2022 Q2	$237K	Hold	625	–	–	0.03%	59
2022 Q1	$284K	Hold	625	–	–	0.03%	56
2021 Q4	$298K	Hold	625	–	–	0.03%	55
2021 Q3	$269K	Hold	625	–	–	0.03%	57
2021 Q2	$269K	Sell	625 -75	-11%	-$31.4K	0.03%	57
2021 Q1	$278K	Hold	700	–	–	0.03%	57
2020 Q4	$263K	Sell	700 -75	-10%	-$26.7K	0.03%	57
2020 Q3	$260K	Hold	775	–	–	0.04%	55
2020 Q2	$240K	Sell	775 -190	-20%	-$55.8K	0.04%	53
2020 Q1	$249K	Hold	965	–	–	0.04%	51
2019 Q4	$312K	Hold	965	–	–	0.04%	57
2019 Q3	$288K	Sell	965 -66	-6%	-$19.6K	0.05%	44
2019 Q2	$304K	Buy	1,031 +180	+21%	+$52.2K	0.04%	46
2019 Q1	$242K	Hold	851	–	–	0.04%	50
2018 Q4	$214K	Hold	851	–	–	0.04%	51
2018 Q3	$249K	Buy	+851	New	+$244K	0.04%	50

Other funds holding IVV

FFA

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

AWE

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

BOF

Bank of Finland Helsinki, Finland $1.38B AUM 11.75% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

LFG

Leverty Financial Group Hudson, Wisconsin $549M AUM 10.43% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Henry H. Armstrong Associates's IVV Position: Q3 2026 in Review

Henry H. Armstrong Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q3 2026 at 417 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #51.

Henry H. Armstrong Associates first reported a position in IVV in Q3 2018 and has held it in 33 quarters since. The position peaked at $549K in Q3 2024. 245 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Henry H. Armstrong Associates held 417 shares of iShares Core S&P 500 ETF worth $319K as of Q3 2026.
Henry H. Armstrong Associates left its iShares Core S&P 500 ETF share count unchanged in Q3 2026.
iShares Core S&P 500 ETF made up 0.03% of Henry H. Armstrong Associates's portfolio in Q3 2026, its #51 holding.
Henry H. Armstrong Associates first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 33 quarters since.
Henry H. Armstrong Associates's iShares Core S&P 500 ETF position peaked at $549K in Q3 2024.
245 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Henry H. Armstrong Associates's 13F filing for Q3 2026, filed 7 Oct 2026.