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

Armstrong Advisory Group’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$17K Hold
159
– – ﹤0.01% 627
2026
Q2 		$17.5K Hold
159
– – ﹤0.01% 621
2026
Q1 		$15.5K Hold
159
– – ﹤0.01% 613
2025
Q4 		$15.3K Hold
159
– – ﹤0.01% 609
2025
Q3 		$15.4K Hold
159
– – ﹤0.01% 605
2025
Q2 		$14.6K Hold
159
– – ﹤0.01% 597
2025
Q1 		$14.1K Hold
159
– – ﹤0.01% 574
2024
Q4 		$14.1K Hold
159
– – ﹤0.01% 574
2024
Q3 		$14K Hold
159
– – ﹤0.01% 553
2024
Q2 		$12.9K Sell
159
-200
-56% -$16.3K ﹤0.01% 555
2024
Q1 		$27.9K Hold
359
– – ﹤0.01% 419
2023
Q4 		$27.9K Hold
359
– – ﹤0.01% 419
2023
Q3 		$24.9K Sell
359
-22
-6% -$1.6K ﹤0.01% 443
2023
Q2 		$27.8K Buy
381
+222
+140% +$15.4K ﹤0.01% 430
2023
Q1 		$11.1K Hold
159
– – ﹤0.01% 552
2022
Q4 		$10.7K Buy
+159
New +$10.7K ﹤0.01% 568

Other funds holding IWR

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
TMWM
Taylor & Morgan Wealth Management Flint, Michigan $208M AUM 15.78% 1-Year Est. Return
SC
Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return

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

Armstrong Advisory Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 159 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Armstrong Advisory Group first reported a position in IWR in Q4 2022 and has held it in 16 quarters since. The position peaked at $27.9K in Q1 2024. 103 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

  • Armstrong Advisory Group held 159 shares of iShares Russell Mid-Cap ETF worth $17K as of Q3 2026.
  • Armstrong Advisory Group left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
  • iShares Russell Mid-Cap ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 2026, its #627 holding.
  • Armstrong Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 16 quarters since.
  • Armstrong Advisory Group's iShares Russell Mid-Cap ETF position peaked at $27.9K in Q1 2024.
  • 103 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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