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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$69.9K Buy
435
+11
+3% +$1.84K ﹤0.01% 382
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

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

Armstrong Advisory Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.6% in Q3 2026, buying an estimated $1.84K and bringing the position to 435 shares worth $69.9K. 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 16 quarters since. The position peaked at $109K in Q2 2025. 228 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Armstrong Advisory Group held 435 shares of iShares Russell Mid-Cap Value ETF worth $69.9K as of Q3 2026.
  • Armstrong Advisory Group bought 11 iShares Russell Mid-Cap Value ETF shares in Q3 2026, an estimated $1.84K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q3 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 16 quarters since.
  • Armstrong Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $109K in Q2 2025.
  • 228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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