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 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

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Argyle Capital Partners's IWD Position: Q1 2026 in Review

Argyle Capital Partners reduced its iShares Russell 1000 Value ETF (IWD) stake by 1.9% in Q1 2026, selling an estimated $77.5K and leaving 18,201 shares worth $3.89M. The position accounts for 2.8% of the portfolio, ranked #3.

Argyle Capital Partners first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.93M in Q3 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Argyle Capital Partners held 18,201 shares of iShares Russell 1000 Value ETF worth $3.89M as of Q1 2026.
Argyle Capital Partners sold 354 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $77.5K.
iShares Russell 1000 Value ETF made up 2.8% of Argyle Capital Partners's portfolio in Q1 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 6 quarters since.
Argyle Capital Partners's iShares Russell 1000 Value ETF position peaked at $3.93M in Q3 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

Based on Argyle Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.