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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.68M	Sell	4,272 -36	-0.8%	-$13.1K	0.56%	30
2026 Q1	$1.35M	Hold	4,308	–	–	0.57%	30
2025 Q4	$1.39M	Buy	4,308 +8	+0.2%	+$2.6K	0.64%	30
2025 Q3	$1.38M	Buy	4,300 +2	+0%	+$603	0.66%	29
2025 Q2	$1.23M	Buy	4,298 +687	+19%	+$181K	0.67%	30
2025 Q1	$923K	Buy	3,611 +1,642	+83%	+$463K	1.12%	25
2024 Q4	$567K	Hold	1,969	–	–	0.34%	50
2024 Q3	$559K	Buy	1,969 +89	+5%	+$24.4K	0.33%	52
2024 Q2	$494K	Hold	1,880	–	–	0.32%	55
2024 Q1	$509K	Hold	1,880	–	–	0.35%	55
2023 Q4	$474K	Hold	1,880	–	–	0.36%	56
2023 Q3	$421K	Hold	1,880	–	–	0.41%	55
2023 Q2	$456K	Buy	+1,880	New	+$431K	0.42%	53

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Armstrong Fleming & Moore reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.84% in Q2 2026, selling an estimated $13.1K and leaving 4,272 shares worth $1.68M. The position accounts for 0.56% of the portfolio, ranked #30.

Armstrong Fleming & Moore first reported a position in IWO in Q2 2023 and has held it in 13 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Armstrong Fleming & Moore held 4,272 shares of iShares Russell 2000 Growth ETF worth $1.68M as of Q2 2026.
Armstrong Fleming & Moore sold 36 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.1K.
iShares Russell 2000 Growth ETF made up 0.56% of Armstrong Fleming & Moore's portfolio in Q2 2026, its #30 holding.
Armstrong Fleming & Moore first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 13 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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