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BOK Financial Private Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BOK Financial Private Wealth’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 		$19.2M Sell
154,199
-2,149
-1% -$273K 1.16% 16
2025
Q4 		$18.8M Sell
156,348
-8,649
-5% -$1.03M 1.15% 16
2025
Q3 		$19.6M Sell
164,997
-10,965
-6% -$1.26M 1.23% 14
2025
Q2 		$19.2M Sell
175,962
-3,313
-2% -$342K 1.28% 14
2025
Q1 		$18.7M Sell
179,275
-22,141
-11% -$2.5M 1.41% 14
2024
Q4 		$23.2M Sell
201,416
-17,866
-8% -$2.13M 1.69% 13
2024
Q3 		$25.6M Sell
219,282
-68,500
-24% -$7.74M 1.86% 13
2024
Q2 		$30.7M Sell
287,782
-6,215
-2% -$665K 2.23% 13
2024
Q1 		$32.5M Buy
293,997
+19,373
+7% +$2.06M 2.42% 12
2023
Q4 		$29.7M Buy
274,624
+14,991
+6% +$1.44M 2.42% 13
2023
Q3 		$24.6M Buy
259,633
+6,060
+2% +$605K 2.15% 12
2023
Q2 		$25.3M Sell
253,573
-1,994
-0.8% -$190K 2.06% 13
2023
Q1 		$24.7M Buy
255,567
+21
+0% +$2.1K 1.98% 13
2022
Q4 		$24.2M Sell
255,546
-49,512
-16% -$4.75M 2.01% 14
2022
Q3 		$26.6M Buy
305,058
+20,689
+7% +$2.01M 2.39% 12
2022
Q2 		$26.3M Buy
284,369
+29,705
+12% +$2.95M 2.34% 11
2022
Q1 		$27.5M Buy
254,664
+396
+0.2% +$42.7K 1.95% 15
2021
Q4 		$29.1M Buy
254,268
+17,097
+7% +$1.95M 2.01% 14
2021
Q3 		$25.9M Buy
237,171
+9,997
+4% +$1.1M 2.06% 15
2021
Q2 		$25.7M Buy
227,174
+13,524
+6% +$1.51M 2.09% 15
2021
Q1 		$23.2M Buy
213,650
+6,026
+3% +$631K 2.11% 14
2020
Q4 		$19.1M Buy
207,624
+1,616
+0.8% +$133K 1.82% 15
2020
Q3 		$14.5M Buy
206,008
+12,212
+6% +$875K 1.51% 18
2020
Q2 		$13.2M Sell
193,796
-19,088
-9% -$1.21M 1.38% 19
2020
Q1 		$11.9M Sell
212,884
-44,584
-17% -$3.32M 1.45% 17
2019
Q4 		$21.6M Buy
257,468
+238,871
+1,284% +$19.2M 1.82% 15
2019
Q3 		$1.45M Sell
18,597
-7,278
-28% -$564K 0.2% 39
2019
Q2 		$2.02M Sell
25,875
-3,075
-11% -$239K 0.3% 33
2019
Q1 		$2.23M Buy
28,950
+4,231
+17% +$325K 0.3% 31
2018
Q4 		$1.71M Buy
24,719
+10,045
+68% +$776K 0.23% 36
2018
Q3 		$1.28M Sell
14,674
-567
-4% -$49.7K 0.2% 31
2018
Q2 		$1.27M Buy
15,241
+64
+0.4% +$5.21K 0.21% 31
2018
Q1 		$1.17M Sell
15,177
-1,460
-9% -$114K 0.19% 32
2017
Q4 		$1.28M Buy
16,637
+85
+0.5% +$6.41K 0.2% 30
2017
Q3 		$1.23M Sell
16,552
-1,981
-11% -$139K 0.2% 33
2017
Q2 		$1.3M Sell
18,533
-1,874
-9% -$130K 0.19% 36
2017
Q1 		$1.41M Sell
20,407
-861
-4% -$59.4K 0.2% 40
2016
Q4 		$1.46M Sell
21,268
-1,292
-6% -$83.3K 0.22% 35
2016
Q3 		$1.4M Sell
22,560
-210
-0.9% -$12.8K 0.21% 35
2016
Q2 		$1.32M Buy
+22,770
New +$1.3M 0.21% 37

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 1.4% in Q1 2026, selling an estimated $273K and leaving 154,199 shares worth $19.2M. The position accounts for 1.16% of the portfolio, ranked #16.

BOK Financial Private Wealth first reported a position in IJR in Q2 2016 and has held it in 40 quarters since. The position peaked at $32.5M in Q1 2024. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • BOK Financial Private Wealth held 154,199 shares of iShares Core S&P Small-Cap ETF worth $19.2M as of Q1 2026.
  • BOK Financial Private Wealth sold 2,149 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $273K.
  • iShares Core S&P Small-Cap ETF made up 1.16% of BOK Financial Private Wealth's portfolio in Q1 2026, its #16 holding.
  • BOK Financial Private Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • BOK Financial Private Wealth's iShares Core S&P Small-Cap ETF position peaked at $32.5M in Q1 2024.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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