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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-189	Closed	-$29.8K	–	967
2025 Q2	$29.8K	Sell	189 -561	-75%	-$83.5K	﹤0.01%	478
2025 Q1	$123K	Hold	750	–	–	0.01%	250
2024 Q4	$123K	Hold	750	–	–	0.01%	250
2024 Q3	$125K	Sell	750 -40	-5%	-$6.5K	0.01%	240
2024 Q2	$120K	Sell	790 -464	-37%	-$71K	0.01%	234
2024 Q1	$195K	Hold	1,254	–	–	0.02%	181
2023 Q4	$195K	Sell	1,254 -845	-40%	-$117K	0.02%	181
2023 Q3	$285K	Sell	2,099 -68,675	-97%	-$9.85M	0.03%	133
2023 Q2	$9.96M	Buy	70,774 +70,585	+37,347%	+$9.54M	1.06%	21
2023 Q1	$25.9K	Sell	189 -3	-2%	-$435	﹤0.01%	432
2022 Q4	$26.6K	Buy	+192	New	+$27.1K	﹤0.01%	431

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Armstrong Advisory Group's IWN Position: Q3 2025 in Review

Armstrong Advisory Group sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2025, closing a stake of 189 shares — an estimated $29.8K sold.

Armstrong Advisory Group first reported a position in IWN in Q4 2022 and held it in 11 quarters. The position peaked at $9.96M in Q2 2023. 971 funds tracked by Wall St. Rank hold IWN as of Q3 2025.

Armstrong Advisory Group reported no remaining iShares Russell 2000 Value ETF position as of Q3 2025 after selling out during the quarter.
Armstrong Advisory Group sold 189 iShares Russell 2000 Value ETF shares in Q3 2025, an estimated $29.8K.
Armstrong Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q4 2022 and held it in 11 quarters.
Armstrong Advisory Group's iShares Russell 2000 Value ETF position peaked at $9.96M in Q2 2023.
971 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2025.

Based on Armstrong Advisory Group's 13F filing for Q3 2025, filed 8 Oct 2025.