Armstrong Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$165K	Buy	403 +294	+270%	+$117K	0.01%	278
2026 Q1	$38.9K	Hold	109	–	–	﹤0.01%	453
2025 Q4	$40.7K	Hold	109	–	–	﹤0.01%	429
2025 Q3	$39.8K	Hold	109	–	–	﹤0.01%	435
2025 Q2	$37K	Hold	109	–	–	﹤0.01%	433
2025 Q1	$35.1K	Hold	109	–	–	﹤0.01%	423
2024 Q4	$35.1K	Hold	109	–	–	﹤0.01%	423
2024 Q3	$34.3K	Hold	109	–	–	﹤0.01%	420
2024 Q2	$32.4K	Sell	109 -857	-89%	-$246K	﹤0.01%	413
2024 Q1	$253K	Hold	966	–	–	0.02%	159
2023 Q4	$253K	Hold	966	–	–	0.02%	159
2023 Q3	$227K	Hold	966	–	–	0.02%	151
2023 Q2	$235K	Hold	966	–	–	0.03%	150
2023 Q1	$218K	Buy	966 +857	+786%	+$189K	0.03%	150
2022 Q4	$22.9K	Buy	+109	New	+$23.1K	﹤0.01%	465

Other funds holding IWB

LWMT

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

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

WAG

Winthrop Advisory Group Boston, Massachusetts $1.48B AUM 22.62% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Enclave Advisors Austin, Texas $790M AUM 21.99% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

BFP

Brewster Financial Planning Brooklyn, New York $182M AUM 15.59% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Armstrong Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 270% in Q2 2026, buying an estimated $117K and bringing the position to 403 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #278.

Armstrong Advisory Group first reported a position in IWB in Q4 2022 and has held it in 15 quarters since. The position peaked at $253K in Q1 2024. 317 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Armstrong Advisory Group held 403 shares of iShares Russell 1000 ETF worth $165K as of Q2 2026.
Armstrong Advisory Group bought 294 iShares Russell 1000 ETF shares in Q2 2026, an estimated $117K.
iShares Russell 1000 ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #278 holding.
Armstrong Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Russell 1000 ETF position peaked at $253K in Q1 2024.
317 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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