Armstrong Advisory Group
IWD icon

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

Armstrong Advisory Group’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$437K Buy
1,765
+9
+0.5% +$2.28K 0.03% 151
2026
Q2 		$426K Sell
1,756
-185
-10% -$43.1K 0.03% 166
2026
Q1 		$415K Sell
1,941
-168
-8% -$36.8K 0.03% 161
2025
Q4 		$444K Buy
2,109
+1
+0% +$207 0.03% 151
2025
Q3 		$429K Sell
2,108
-7
-0.3% -$1.39K 0.03% 151
2025
Q2 		$411K Buy
2,115
+61
+3% +$11.3K 0.03% 140
2025
Q1 		$380K Hold
2,054
– – 0.03% 132
2024
Q4 		$380K Sell
2,054
-5
-0.2% -$959 0.03% 132
2024
Q3 		$391K Buy
2,059
+130
+7% +$23.7K 0.03% 125
2024
Q2 		$337K Sell
1,929
-161
-8% -$28.2K 0.03% 130
2024
Q1 		$345K Hold
2,090
– – 0.03% 125
2023
Q4 		$345K Buy
2,090
+1,024
+96% +$158K 0.03% 125
2023
Q3 		$162K Sell
1,066
-207
-16% -$32.8K 0.02% 186
2023
Q2 		$201K Sell
1,273
-745
-37% -$114K 0.02% 172
2023
Q1 		$307K Sell
2,018
-25,823
-93% -$3.99M 0.04% 126
2022
Q4 		$4.22M Buy
+27,841
New +$4.17M 0.56% 30

Other funds holding IWD

Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Relyea Zuckerberg Hanson
Relyea Zuckerberg Hanson Stamford, Connecticut $1.21B AUM 20.62% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Armstrong Advisory Group increased its iShares Russell 1000 Value ETF (IWD) stake by 0.51% in Q3 2026, buying an estimated $2.28K and bringing the position to 1,765 shares worth $437K. The position accounts for 0.03% of the portfolio, ranked #151.

Armstrong Advisory Group first reported a position in IWD in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.22M in Q4 2022. 543 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Armstrong Advisory Group held 1,765 shares of iShares Russell 1000 Value ETF worth $437K as of Q3 2026.
  • Armstrong Advisory Group bought 9 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $2.28K.
  • iShares Russell 1000 Value ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #151 holding.
  • Armstrong Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's iShares Russell 1000 Value ETF position peaked at $4.22M in Q4 2022.
  • 543 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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