Argyle Capital Partners’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$505K	Sell	1,819 -50	-3%	-$14.7K	0.31%	92
2026 Q2	$561K	Sell	1,869 -87	-4%	-$24.4K	0.35%	82
2026 Q1	$485K	Buy	1,956 +1	+0.1%	+$258	0.35%	83
2025 Q4	$481K	Buy	1,955 +63	+3%	+$15.5K	0.35%	88
2025 Q3	$458K	Sell	1,892 -6	-0.3%	-$1.38K	0.33%	91
2025 Q2	$410K	Sell	1,898 -132	-7%	-$26.6K	0.34%	87
2025 Q1	$405K	Buy	2,030 +8	+0.4%	+$1.74K	0.35%	82
2024 Q4	$447K	Buy	+2,022	New	+$461K	0.38%	74

Other funds holding IWM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

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

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

Rafferty Asset Management New York $38.4B AUM 89% 1-Year Est. Return

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

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

Argyle Capital Partners reduced its iShares Russell 2000 ETF (IWM) stake by 2.7% in Q3 2026, selling an estimated $14.7K and leaving 1,819 shares worth $505K. The position accounts for 0.31% of the portfolio, ranked #92.

Argyle Capital Partners first reported a position in IWM in Q4 2024 and has held it in 8 quarters since. The position peaked at $561K in Q2 2026. 2,274 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

Argyle Capital Partners held 1,819 shares of iShares Russell 2000 ETF worth $505K as of Q3 2026.
Argyle Capital Partners sold 50 iShares Russell 2000 ETF shares in Q3 2026, an estimated $14.7K.
iShares Russell 2000 ETF made up 0.31% of Argyle Capital Partners's portfolio in Q3 2026, its #92 holding.
Argyle Capital Partners first reported a position in iShares Russell 2000 ETF in Q4 2024 and has held it in 8 quarters since.
Argyle Capital Partners's iShares Russell 2000 ETF position peaked at $561K in Q2 2026.
2,274 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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