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

Arvest Investments’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 		$3.07M Sell
20,696
-490
-2% -$67.2K 0.37% 56
2026
Q1 		$2.63M Sell
21,186
-677
-3% -$86K 0.36% 52
2025
Q4 		$2.63M Buy
+21,863
New +$2.61M 0.37% 53

Other funds holding IJR

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Arvest Investments's IJR Position: Q2 2026 in Review

Arvest Investments reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.3% in Q2 2026, selling an estimated $67.2K and leaving 20,696 shares worth $3.07M. The position accounts for 0.37% of the portfolio, ranked #56.

Arvest Investments first reported a position in IJR in Q4 2025 and has held it in 3 quarters since. 1,512 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Arvest Investments held 20,696 shares of iShares Core S&P Small-Cap ETF worth $3.07M as of Q2 2026.
  • Arvest Investments sold 490 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $67.2K.
  • iShares Core S&P Small-Cap ETF made up 0.37% of Arvest Investments's portfolio in Q2 2026, its #56 holding.
  • Arvest Investments first reported a position in iShares Core S&P Small-Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,512 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.