AAG
IWM icon

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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 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. 1,015 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.
  • 1,015 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.