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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$488K	Sell	1,366 -72	-5%	-$27.2K	0.03%	144
2026 Q2	$567K	Buy	1,438 +70	+5%	+$25.5K	0.03%	139
2026 Q1	$429K	Buy	1,368 +1,303	+2,005%	+$433K	0.03%	157
2025 Q4	$21K	Hold	65	–	–	﹤0.01%	547
2025 Q3	$20.8K	Hold	65	–	–	﹤0.01%	554
2025 Q2	$18.6K	Sell	65 -77	-54%	-$20.3K	﹤0.01%	553
2025 Q1	$40.9K	Hold	142	–	–	﹤0.01%	397
2024 Q4	$40.9K	Buy	+142	New	+$42K	﹤0.01%	397
2024 Q3	–	Sell	-102	Closed	-$26.8K	–	816
2024 Q2	$26.8K	Sell	102 -4	-4%	-$1.04K	﹤0.01%	443
2024 Q1	$26.7K	Hold	106	–	–	﹤0.01%	430
2023 Q4	$26.7K	Buy	106 +18	+20%	+$4.06K	﹤0.01%	430
2023 Q3	$19.7K	Hold	88	–	–	﹤0.01%	496
2023 Q2	$21.4K	Buy	88 +8	+10%	+$1.83K	﹤0.01%	488
2023 Q1	$18.1K	Hold	80	–	–	﹤0.01%	494
2022 Q4	$17.2K	Buy	+80	New	+$17.5K	﹤0.01%	506

Other funds holding IWO

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TIAA Wealth Investment Management New York $16.6B AUM

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

Armstrong Advisory Group reduced its iShares Russell 2000 Growth ETF (IWO) stake by 5% in Q3 2026, selling an estimated $27.2K and leaving 1,366 shares worth $488K. The position accounts for 0.03% of the portfolio, ranked #144.

Armstrong Advisory Group first reported a position in IWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $567K in Q2 2026. 955 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

Armstrong Advisory Group held 1,366 shares of iShares Russell 2000 Growth ETF worth $488K as of Q3 2026.
Armstrong Advisory Group sold 72 iShares Russell 2000 Growth ETF shares in Q3 2026, an estimated $27.2K.
iShares Russell 2000 Growth ETF made up 0.03% of Armstrong Advisory Group's portfolio in Q3 2026, its #144 holding.
Armstrong Advisory Group first reported a position in iShares Russell 2000 Growth ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Russell 2000 Growth ETF position peaked at $567K in Q2 2026.
955 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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