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 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

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

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Armstrong Advisory Group's IWR Position: Q2 2026 in Review

Armstrong Advisory Group held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 159 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #621.

Armstrong Advisory Group first reported a position in IWR in Q4 2022 and has held it in 15 quarters since. The position peaked at $27.9K in Q1 2024. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Armstrong Advisory Group held 159 shares of iShares Russell Mid-Cap ETF worth $17.5K as of Q2 2026.
Armstrong Advisory Group left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #621 holding.
Armstrong Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q4 2022 and has held it in 15 quarters since.
Armstrong Advisory Group's iShares Russell Mid-Cap ETF position peaked at $27.9K in Q1 2024.
1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.