Argyle Capital Partners
IWD icon

Argyle Capital Partners’s iShares Russell 1000 Value ETF IWD Stock Holding History

Argyle Capital Partners’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.43M Sell
17,851
-415
-2% -$105K 2.74% 3
2026
Q2 		$4.43M Buy
18,266
+65
+0.4% +$15.1K 2.79% 2
2026
Q1 		$3.89M Sell
18,201
-354
-2% -$77.5K 2.8% 3
2025
Q4 		$3.9M Sell
18,555
-755
-4% -$156K 2.85% 3
2025
Q3 		$3.93M Sell
19,310
-373
-2% -$74.2K 2.82% 3
2025
Q2 		$3.82M Buy
19,683
+917
+5% +$170K 3.15% 3
2025
Q1 		$3.53M Buy
18,766
+446
+2% +$84.9K 3.03% 3
2024
Q4 		$3.39M Buy
+18,320
New +$3.51M 2.91% 4

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Oakworth Capital
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OpenArc Corporate Advisory
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Beirne Wealth Consulting Services
Beirne Wealth Consulting Services Shelton, Connecticut $505M AUM 16.24% 1-Year Est. Return

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

Argyle Capital Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 2.3% in Q3 2026, selling an estimated $105K and leaving 17,851 shares worth $4.43M. The position accounts for 2.74% of the portfolio, ranked #3.

Argyle Capital Partners first reported a position in IWD in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.43M in Q2 2026. 738 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

  • Argyle Capital Partners held 17,851 shares of iShares Russell 1000 Value ETF worth $4.43M as of Q3 2026.
  • Argyle Capital Partners sold 415 iShares Russell 1000 Value ETF shares in Q3 2026, an estimated $105K.
  • iShares Russell 1000 Value ETF made up 2.74% of Argyle Capital Partners's portfolio in Q3 2026, its #3 holding.
  • Argyle Capital Partners first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 8 quarters since.
  • Argyle Capital Partners's iShares Russell 1000 Value ETF position peaked at $4.43M in Q2 2026.
  • 738 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

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