Armstrong Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$480K	Buy	1,599 +280	+21%	+$78.7K	0.03%	153
2026 Q1	$327K	Buy	1,319 +215	+19%	+$55.5K	0.02%	184
2025 Q4	$272K	Hold	1,104	–	–	0.02%	191
2025 Q3	$267K	Buy	1,104 +1	+0.1%	+$229	0.02%	181
2025 Q2	$238K	Sell	1,103 -498	-31%	-$100K	0.02%	183
2025 Q1	$354K	Hold	1,601	–	–	0.03%	135
2024 Q4	$354K	Buy	1,601 +3	+0.2%	+$684	0.03%	135
2024 Q3	$353K	Sell	1,598 -1,090	-41%	-$233K	0.03%	137
2024 Q2	$545K	Sell	2,688 -82,395	-97%	-$16.7M	0.05%	94
2024 Q1	$17.1M	Hold	85,083	–	–	1.66%	17
2023 Q4	$17.1M	Sell	85,083 -51,879	-38%	-$9.29M	1.66%	17
2023 Q3	$24.2M	Buy	136,962 +17,612	+15%	+$3.31M	2.64%	12
2023 Q2	$22.4M	Buy	119,350 +5,457	+5%	+$973K	2.37%	14
2023 Q1	$20.3M	Buy	113,893 +112,372	+7,388%	+$20.7M	2.4%	14
2022 Q4	$265K	Buy	+1,521	New	+$271K	0.03%	138

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Armstrong Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 21% in Q2 2026, buying an estimated $78.7K and bringing the position to 1,599 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #153.

Armstrong Advisory Group first reported a position in IWM in Q4 2022 and has held it in 15 quarters since. The position peaked at $24.2M in Q3 2023. 2,740 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Armstrong Advisory Group held 1,599 shares of iShares Russell 2000 ETF worth $480K as of Q2 2026.
Armstrong Advisory Group bought 280 iShares Russell 2000 ETF shares in Q2 2026, an estimated $78.7K.
iShares Russell 2000 ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q2 2026, its #153 holding.
Armstrong Advisory Group first reported a position in iShares Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Russell 2000 ETF position peaked at $24.2M in Q3 2023.
2,740 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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