Arvest Bank Trust Division’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Arvest Bank Trust Division’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 Q1	$9.1M	Sell	73,187 -409	-0.6%	-$52K	0.49%	46
2025 Q4	$8.84M	Buy	73,596 +52,822	+254%	+$6.32M	0.48%	54
2025 Q3	$2.47M	Sell	20,774 -1,049	-5%	-$121K	0.14%	82
2025 Q2	$2.39M	Buy	21,823 +1,596	+8%	+$165K	0.14%	77
2025 Q1	$2.12M	Buy	+20,227	New	+$2.28M	0.13%	86
2018 Q2	–	Sell	-4,702	Closed	-$362K	–	136
2018 Q1	$362K	Buy	+4,702	New	+$366K	0.03%	93

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Arvest Bank Trust Division's IJR Position: Q1 2026 in Review

Arvest Bank Trust Division reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.56% in Q1 2026, selling an estimated $52K and leaving 73,187 shares worth $9.1M. The position accounts for 0.49% of the portfolio, ranked #46.

Arvest Bank Trust Division first reported a position in IJR in Q1 2018 and has held it in 6 quarters since. 2,737 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

Arvest Bank Trust Division held 73,187 shares of iShares Core S&P Small-Cap ETF worth $9.1M as of Q1 2026.
Arvest Bank Trust Division sold 409 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $52K.
iShares Core S&P Small-Cap ETF made up 0.49% of Arvest Bank Trust Division's portfolio in Q1 2026, its #46 holding.
Arvest Bank Trust Division first reported a position in iShares Core S&P Small-Cap ETF in Q1 2018 and has held it in 6 quarters since.
2,737 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Arvest Bank Trust Division's 13F filing for Q1 2026, filed 13 May 2026.