Armstrong Fleming & Moore’s iShares S&P 500 Value ETF IVE Stock Holding History

Armstrong Fleming & Moore’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$465K	Buy	2,048 +1	+0%	+$223	0.15%	70
2026 Q1	$432K	Hold	2,047	–	–	0.18%	69
2025 Q4	$434K	Hold	2,047	–	–	0.2%	66
2025 Q3	$423K	Hold	2,047	–	–	0.2%	68
2025 Q2	$400K	Buy	+2,047	New	+$381K	0.22%	67

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Armstrong Fleming & Moore's IVE Position: Q2 2026 in Review

Armstrong Fleming & Moore increased its iShares S&P 500 Value ETF (IVE) stake by 0.05% in Q2 2026, buying an estimated $223 and bringing the position to 2,048 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #70.

Armstrong Fleming & Moore first reported a position in IVE in Q2 2025 and has held it in 5 quarters since. 1,765 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Armstrong Fleming & Moore held 2,048 shares of iShares S&P 500 Value ETF worth $465K as of Q2 2026.
Armstrong Fleming & Moore bought 1 iShares S&P 500 Value ETF share in Q2 2026, an estimated $223.
iShares S&P 500 Value ETF made up 0.15% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #70 holding.
Armstrong Fleming & Moore first reported a position in iShares S&P 500 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,765 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2026, filed 28 Jul 2026.