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Armstrong Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

Armstrong Advisory Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10
Closed -$3.71K – 999
2026
Q1 		$3.71K Hold
10
– – ﹤0.01% 806
2025
Q4 		$3.87K Buy
+10
New +$3.84K ﹤0.01% 796

Other funds holding IWV

TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
BC
Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
GDP
Great Diamond Partners Portland, Maine $582M AUM 26.87% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Armstrong Advisory Group sold out of iShares Russell 3000 ETF (IWV) in Q2 2026, closing a stake of 10 shares — an estimated $3.71K sold.

Armstrong Advisory Group first reported a position in IWV in Q4 2025 and held it in 2 quarters. The position peaked at $3.87K in Q4 2025. 158 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Armstrong Advisory Group reported no remaining iShares Russell 3000 ETF position as of Q2 2026 after selling out during the quarter.
  • Armstrong Advisory Group sold 10 iShares Russell 3000 ETF shares in Q2 2026, an estimated $3.71K.
  • Armstrong Advisory Group first reported a position in iShares Russell 3000 ETF in Q4 2025 and held it in 2 quarters.
  • Armstrong Advisory Group's iShares Russell 3000 ETF position peaked at $3.87K in Q4 2025.
  • 158 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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