BOK Financial Private Wealth’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

BOK Financial Private Wealth’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$133K	Buy	1,322 +288	+28%	+$29.6K	0.01%	201
2025 Q4	$100K	Hold	1,034	–	–	0.01%	225
2025 Q3	$99.2K	Buy	1,034 +74	+8%	+$6.97K	0.01%	207
2025 Q2	$87.3K	Hold	960	–	–	0.01%	216
2025 Q1	$79.9K	Hold	960	–	–	0.01%	223
2024 Q4	$87.3K	Buy	960 +94	+11%	+$8.85K	0.01%	219
2024 Q3	$79.6K	Hold	866	–	–	0.01%	222
2024 Q2	$76.3K	Hold	866	–	–	0.01%	221
2024 Q1	$79K	Buy	866 +227	+36%	+$18.9K	0.01%	220
2023 Q4	$50.6K	Buy	+639	New	+$46.9K	﹤0.01%	243
2023 Q3	–	Sell	-472	Closed	-$35.4K	–	389
2023 Q2	$35.4K	Sell	472 -661	-58%	-$47.2K	﹤0.01%	250
2023 Q1	$81K	Buy	1,133 +661	+140%	+$47.2K	0.01%	211
2022 Q4	$32.2K	Hold	472	–	–	﹤0.01%	270
2022 Q3	$30K	Hold	472	–	–	﹤0.01%	278
2022 Q2	$30K	Buy	+472	New	+$33.2K	﹤0.01%	283
2020 Q2	–	Sell	-4,828	Closed	-$215K	–	180
2020 Q1	$215K	Buy	+4,828	New	+$266K	0.03%	172
2016 Q3	–	Sell	-9,652	Closed	-$408K	–	146
2016 Q2	$408K	Buy	+9,652	New	+$400K	0.06%	89

Other funds holding IJK

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

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

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

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

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

BOK Financial Private Wealth's IJK Position: Q1 2026 in Review

BOK Financial Private Wealth increased its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 28% in Q1 2026, buying an estimated $29.6K and bringing the position to 1,322 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #201.

BOK Financial Private Wealth first reported a position in IJK in Q2 2016 and has held it in 17 quarters since. The position peaked at $408K in Q2 2016. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

BOK Financial Private Wealth held 1,322 shares of iShares S&P Mid-Cap 400 Growth ETF worth $133K as of Q1 2026.
BOK Financial Private Wealth bought 288 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2026, an estimated $29.6K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #201 holding.
BOK Financial Private Wealth first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2016 and has held it in 17 quarters since.
BOK Financial Private Wealth's iShares S&P Mid-Cap 400 Growth ETF position peaked at $408K in Q2 2016.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.