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

Armstrong Advisory Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$69.8K Hold
424
– – ﹤0.01% 382
2026
Q1 		$61.8K Sell
424
-76
-15% -$11.3K ﹤0.01% 381
2025
Q4 		$70.5K Sell
500
-3
-0.6% -$419 ﹤0.01% 357
2025
Q3 		$70.3K Sell
503
-321
-39% -$43.9K 0.01% 355
2025
Q2 		$109K Buy
824
+73
+10% +$9.16K 0.01% 277
2025
Q1 		$97.1K Hold
751
– – 0.01% 278
2024
Q4 		$97.1K Buy
751
+13
+2% +$1.74K 0.01% 278
2024
Q3 		$97.6K Hold
738
– – 0.01% 279
2024
Q2 		$89.1K Buy
738
+86
+13% +$10.5K 0.01% 281
2024
Q1 		$75.8K Hold
652
– – 0.01% 290
2023
Q4 		$75.8K Sell
652
-61
-9% -$6.5K 0.01% 290
2023
Q3 		$74.4K Hold
713
– – 0.01% 280
2023
Q2 		$78.3K Hold
713
– – 0.01% 283
2023
Q1 		$75.7K Sell
713
-5
-0.7% -$546 0.01% 269
2022
Q4 		$75.6K Buy
+718
New +$75.3K 0.01% 268

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

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

Armstrong Advisory Group held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 424 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Armstrong Advisory Group first reported a position in IWS in Q4 2022 and has held it in 15 quarters since. The position peaked at $109K in Q2 2025. 234 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Armstrong Advisory Group held 424 shares of iShares Russell Mid-Cap Value ETF worth $69.8K as of Q2 2026.
  • Armstrong Advisory Group left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #382 holding.
  • Armstrong Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Armstrong Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $109K in Q2 2025.
  • 234 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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