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

Armstrong Fleming & Moore’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,823
Closed -$275K – 134
2025
Q1 		$275K Buy
+1,823
New +$294K 0.33% 65

Other funds holding IWN

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Armstrong Fleming & Moore's IWN Position: Q2 2025 in Review

Armstrong Fleming & Moore sold out of iShares Russell 2000 Value ETF (IWN) in Q2 2025, closing a stake of 1,823 shares — an estimated $275K sold.

Armstrong Fleming & Moore first reported a position in IWN in Q1 2025 and held it in 1 quarter. The position peaked at $275K in Q1 2025. 963 funds tracked by Wall St. Rank hold IWN as of Q2 2025.

  • Armstrong Fleming & Moore reported no remaining iShares Russell 2000 Value ETF position as of Q2 2025 after selling out during the quarter.
  • Armstrong Fleming & Moore sold 1,823 iShares Russell 2000 Value ETF shares in Q2 2025, an estimated $275K.
  • Armstrong Fleming & Moore first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and held it in 1 quarter.
  • Armstrong Fleming & Moore's iShares Russell 2000 Value ETF position peaked at $275K in Q1 2025.
  • 963 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2025.

Based on Armstrong Fleming & Moore's 13F filing for Q2 2025, filed 23 Jul 2025.