Armstrong Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4	Closed	-$570	–	966
2025 Q3	$570	Hold	4	–	–	﹤0.01%	914
2025 Q2	$555	Buy	+4	New	+$506	﹤0.01%	896
2024 Q3	–	Sell	-326	Closed	-$36K	–	817
2024 Q2	$36K	Hold	326	–	–	﹤0.01%	396
2024 Q1	$34.1K	Hold	326	–	–	﹤0.01%	397
2023 Q4	$34.1K	Hold	326	–	–	﹤0.01%	397
2023 Q3	$29.8K	Hold	326	–	–	﹤0.01%	413
2023 Q2	$31.5K	Hold	326	–	–	﹤0.01%	407
2023 Q1	$29.7K	Hold	326	–	–	﹤0.01%	412
2022 Q4	$27.3K	Buy	+326	New	+$27.4K	﹤0.01%	428

Other funds holding IWP

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Armstrong Advisory Group's IWP Position: Q4 2025 in Review

Armstrong Advisory Group sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 4 shares — an estimated $570 sold.

Armstrong Advisory Group first reported a position in IWP in Q4 2022 and held it in 9 quarters. The position peaked at $36K in Q2 2024. 1,231 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Armstrong Advisory Group reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Armstrong Advisory Group sold 4 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $570.
Armstrong Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Armstrong Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $36K in Q2 2024.
1,231 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on Armstrong Advisory Group's 13F filing for Q4 2025, filed 8 Jan 2026.