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 Q2	$10.7M	Sell	72,146 -1,041	-1%	-$143K	0.52%	44
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 $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 22.9% 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

Arvest Bank Trust Division's IJR Position: Q2 2026 in Review

Arvest Bank Trust Division reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q2 2026, selling an estimated $143K and leaving 72,146 shares worth $10.7M. The position accounts for 0.52% of the portfolio, ranked #44.

Arvest Bank Trust Division first reported a position in IJR in Q1 2018 and has held it in 7 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Arvest Bank Trust Division held 72,146 shares of iShares Core S&P Small-Cap ETF worth $10.7M as of Q2 2026.
Arvest Bank Trust Division sold 1,041 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $143K.
iShares Core S&P Small-Cap ETF made up 0.52% of Arvest Bank Trust Division's portfolio in Q2 2026, its #44 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 7 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arvest Bank Trust Division's 13F filing for Q2 2026, filed 13 Aug 2026.