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 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 Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

Armstrong Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 9.5% in Q2 2026, selling an estimated $43.1K and leaving 1,756 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #166.

Armstrong Advisory Group first reported a position in IWD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q4 2022. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Armstrong Advisory Group held 1,756 shares of iShares Russell 1000 Value ETF worth $426K as of Q2 2026.
Armstrong Advisory Group sold 185 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $43.1K.
iShares Russell 1000 Value ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #166 holding.
Armstrong Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Russell 1000 Value ETF position peaked at $4.22M in Q4 2022.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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