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 Q3	$168K	Hold	403	–	–	0.01%	266
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

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

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

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Winthrop Advisory Group Boston, Massachusetts $1.61B AUM 15.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Hippocratic Financial Advisors Westlake Village, California $254M AUM 8.58% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Enclave Advisors Austin, Texas $793M AUM 15.9% 1-Year Est. Return

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

Armstrong Advisory Group held its iShares Russell 1000 ETF (IWB) position steady in Q3 2026 at 403 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #266.

Armstrong Advisory Group first reported a position in IWB in Q4 2022 and has held it in 16 quarters since. The position peaked at $253K in Q1 2024. 491 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

Armstrong Advisory Group held 403 shares of iShares Russell 1000 ETF worth $168K as of Q3 2026.
Armstrong Advisory Group left its iShares Russell 1000 ETF share count unchanged in Q3 2026.
iShares Russell 1000 ETF made up 0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #266 holding.
Armstrong Advisory Group first reported a position in iShares Russell 1000 ETF in Q4 2022 and has held it in 16 quarters since.
Armstrong Advisory Group's iShares Russell 1000 ETF position peaked at $253K in Q1 2024.
491 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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