Armstrong Fleming & Moore’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Buy	1,069 +3	+0.3%	+$699	0.09%	95
2026 Q1	$228K	Buy	1,066 +5	+0.5%	+$1.09K	0.1%	100
2025 Q4	$223K	Buy	1,061 +4	+0.4%	+$826	0.1%	97
2025 Q3	$215K	Buy	+1,057	New	+$210K	0.1%	104
2025 Q2	–	Sell	-1,940	Closed	-$365K	–	132
2025 Q1	$365K	Buy	+1,940	New	+$369K	0.44%	46

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Armstrong Fleming & Moore increased its iShares Russell 1000 Value ETF (IWD) stake by 0.28% in Q2 2026, buying an estimated $699 and bringing the position to 1,069 shares worth $259K. The position accounts for 0.09% of the portfolio, ranked #95.

Armstrong Fleming & Moore first reported a position in IWD in Q1 2025 and has held it in 5 quarters since. The position peaked at $365K in Q1 2025. 1,977 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Armstrong Fleming & Moore held 1,069 shares of iShares Russell 1000 Value ETF worth $259K as of Q2 2026.
Armstrong Fleming & Moore bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
iShares Russell 1000 Value ETF made up 0.09% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #95 holding.
Armstrong Fleming & Moore first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 5 quarters since.
Armstrong Fleming & Moore's iShares Russell 1000 Value ETF position peaked at $365K in Q1 2025.
1,977 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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