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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Armstrong Fleming & Moore increased its iShares Russell 1000 Value ETF (IWD) stake by 0.47% in Q1 2026, buying an estimated $1.09K and bringing the position to 1,066 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #100.

Armstrong Fleming & Moore first reported a position in IWD in Q1 2025 and has held it in 4 quarters since. The position peaked at $365K in Q1 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Armstrong Fleming & Moore held 1,066 shares of iShares Russell 1000 Value ETF worth $228K as of Q1 2026.
Armstrong Fleming & Moore bought 5 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $1.09K.
iShares Russell 1000 Value ETF made up 0.1% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #100 holding.
Armstrong Fleming & Moore first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 4 quarters since.
Armstrong Fleming & Moore's iShares Russell 1000 Value ETF position peaked at $365K in Q1 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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