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Armstrong Fleming & Moore’s iShares Russell 2000 ETF IWM Stock Holding History

Armstrong Fleming & Moore’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$347K Buy
+1,401
New +$361K 0.15% 77
2025
Q2 		– Sell
-10,570
Closed -$2.11M – 133
2025
Q1 		$2.11M Buy
+10,570
New +$2.29M 2.55% 12

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Armstrong Fleming & Moore opened a new position in iShares Russell 2000 ETF (IWM) in Q1 2026: 1,401 shares worth $347K. The stake represents 0.15% of the portfolio and ranks #77 among its holdings. This is a return to the name: Armstrong Fleming & Moore previously reported a position in IWM as recently as Q1 2025.

Armstrong Fleming & Moore first reported a position in IWM in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.11M in Q1 2025. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Armstrong Fleming & Moore held 1,401 shares of iShares Russell 2000 ETF worth $347K as of Q1 2026.
  • iShares Russell 2000 ETF was a new Armstrong Fleming & Moore position in Q1 2026.
  • iShares Russell 2000 ETF made up 0.15% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #77 holding.
  • Armstrong Fleming & Moore first reported a position in iShares Russell 2000 ETF in Q1 2025 and has held it in 2 quarters since.
  • Armstrong Fleming & Moore's iShares Russell 2000 ETF position peaked at $2.11M in Q1 2025.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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