Argyle Capital Partners’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Argyle Capital Partners’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.63M	Sell	19,312 -641	-3%	-$92.8K	1.63%	10
2026 Q2	$2.96M	Sell	19,953 -901	-4%	-$124K	1.86%	8
2026 Q1	$2.59M	Sell	20,854 -737	-3%	-$93.6K	1.87%	8
2025 Q4	$2.59M	Sell	21,591 -1,128	-5%	-$135K	1.9%	9
2025 Q3	$2.7M	Sell	22,719 -554	-2%	-$63.7K	1.94%	8
2025 Q2	$2.54M	Sell	23,273 -6,747	-22%	-$697K	2.1%	8
2025 Q1	$3.14M	Buy	30,020 +4,293	+17%	+$484K	2.69%	5
2024 Q4	$2.96M	Buy	+25,727	New	+$3.07M	2.54%	6

Other funds holding IJR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Argyle Capital Partners's IJR Position: Q3 2026 in Review

Argyle Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q3 2026, selling an estimated $92.8K and leaving 19,312 shares worth $2.63M. The position accounts for 1.63% of the portfolio, ranked #10.

Argyle Capital Partners first reported a position in IJR in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.14M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

Argyle Capital Partners held 19,312 shares of iShares Core S&P Small-Cap ETF worth $2.63M as of Q3 2026.
Argyle Capital Partners sold 641 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $92.8K.
iShares Core S&P Small-Cap ETF made up 1.63% of Argyle Capital Partners's portfolio in Q3 2026, its #10 holding.
Argyle Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $3.14M in Q1 2025.
1,923 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Argyle Capital Partners's 13F filing for Q3 2026, filed 23 Oct 2026.