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 Q2	$537K	Hold	3,905	–	–	0.18%	63
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 $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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Armstrong Fleming & Moore held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 3,905 shares worth $537K. The position accounts for 0.18% of the portfolio, ranked #63.

Armstrong Fleming & Moore first reported a position in IVW in Q2 2025 and has held it in 5 quarters since. 2,131 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Armstrong Fleming & Moore held 3,905 shares of iShares S&P 500 Growth ETF worth $537K as of Q2 2026.
Armstrong Fleming & Moore left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.18% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #63 holding.
Armstrong Fleming & Moore first reported a position in iShares S&P 500 Growth ETF in Q2 2025 and has held it in 5 quarters since.
2,131 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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