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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Argyle Capital Partners's IJR Position: Q2 2026 in Review

Argyle Capital Partners reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 4.3% in Q2 2026, selling an estimated $124K and leaving 19,953 shares worth $2.96M. The position accounts for 1.86% of the portfolio, ranked #8.

Argyle Capital Partners first reported a position in IJR in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.14M in Q1 2025. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Argyle Capital Partners held 19,953 shares of iShares Core S&P Small-Cap ETF worth $2.96M as of Q2 2026.
Argyle Capital Partners sold 901 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $124K.
iShares Core S&P Small-Cap ETF made up 1.86% of Argyle Capital Partners's portfolio in Q2 2026, its #8 holding.
Argyle Capital Partners first reported a position in iShares Core S&P Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Argyle Capital Partners's iShares Core S&P Small-Cap ETF position peaked at $3.14M in Q1 2025.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Argyle Capital Partners's 13F filing for Q2 2026, filed 7 Aug 2026.