Number of Shares
259,279.00
Current Holdings Value*
$152.63 Mil
% of Portfolio
12.19%
Total Estimate Gain
$31.31 Mil
% of Total Estimate Gain
24.40%

ARMSTRONG ADVISORY GROUP, INC's iShares Core S&P 500 ETF Holding Summary

As of 2025-03-31, ARMSTRONG ADVISORY GROUP, INC held 259,279.00 shares of iShares Core S&P 500 ETF(IVV), totaling $152.63 Mil. This investment constitutes 12.19% of their stock portfolio, and ARMSTRONG ADVISORY GROUP, INC now holds 0.02% of the outstanding iShares Core S&P 500 ETF(IVV) stock.

The initial trade took place in 2022Q4. And since then ARMSTRONG ADVISORY GROUP, INC has made 6 purchases of IVV, at an average price of $491.84, for a total of 260,923.00 shares. In addition, there have been 1 sales at an average price of $447.30 for 1,644.00 shares. Based on historical transaction data and IVV's current price of $612.87, ARMSTRONG ADVISORY GROUP, INC's estimated gain on his IVV holdings is $31.31 Mil, reflecting a 24.40% gain to date.

ARMSTRONG ADVISORY GROUP, INC IVV ($612.87) Holding Chart

ARMSTRONG ADVISORY GROUP, INC IVV ($612.87) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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