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 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	$304	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Henry H. Armstrong Associates's IVV Position: Q2 2026 in Review

Henry H. Armstrong Associates held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 417 shares worth $312K. The position accounts for 0.03% of the portfolio, ranked #53.

Henry H. Armstrong Associates first reported a position in IVV in Q3 2018 and has held it in 32 quarters since. The position peaked at $549K in Q3 2024. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Henry H. Armstrong Associates held 417 shares of iShares Core S&P 500 ETF worth $312K as of Q2 2026.
Henry H. Armstrong Associates left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.03% of Henry H. Armstrong Associates's portfolio in Q2 2026, its #53 holding.
Henry H. Armstrong Associates first reported a position in iShares Core S&P 500 ETF in Q3 2018 and has held it in 32 quarters since.
Henry H. Armstrong Associates's iShares Core S&P 500 ETF position peaked at $549K in Q3 2024.
4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Henry H. Armstrong Associates's 13F filing for Q2 2026, filed 7 Jul 2026.