Armstrong Fleming & Moore’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$442K	Buy	3,905 +1,070	+38%	+$129K	0.19%	68
2025 Q4	$349K	Hold	2,835	–	–	0.16%	71
2025 Q3	$342K	Hold	2,835	–	–	0.16%	77
2025 Q2	$312K	Buy	+2,835	New	+$281K	0.17%	78

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Armstrong Fleming & Moore's IVW Position: Q1 2026 in Review

Armstrong Fleming & Moore increased its iShares S&P 500 Growth ETF (IVW) stake by 38% in Q1 2026, buying an estimated $129K and bringing the position to 3,905 shares worth $442K. The position accounts for 0.19% of the portfolio, ranked #68.

Armstrong Fleming & Moore first reported a position in IVW in Q2 2025 and has held it in 4 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Armstrong Fleming & Moore held 3,905 shares of iShares S&P 500 Growth ETF worth $442K as of Q1 2026.
Armstrong Fleming & Moore bought 1,070 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $129K.
iShares S&P 500 Growth ETF made up 0.19% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #68 holding.
Armstrong Fleming & Moore first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 4 quarters since.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.