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BOK Financial Private Wealth’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

BOK Financial Private Wealth’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-105
Closed -$11.9K – 482
2025
Q4 		$11.9K Hold
105
– – ﹤0.01% 378
2025
Q3 		$11.6K Hold
105
– – ﹤0.01% 324
2025
Q2 		$10.4K Hold
105
– – ﹤0.01% 355
2025
Q1 		$10.2K Hold
105
– – ﹤0.01% 385
2024
Q4 		$11.4K Sell
105
-9
-8% -$998 ﹤0.01% 360
2024
Q3 		$12.2K Sell
114
-44
-28% -$4.57K ﹤0.01% 375
2024
Q2 		$15.4K Buy
158
+1
+0.6% +$98 ﹤0.01% 354
2024
Q1 		$16.2K Hold
157
– – ﹤0.01% 339
2023
Q4 		$16.2K Buy
+157
New +$14.3K ﹤0.01% 333
2020
Q2 		– Sell
-10,570
Closed -$528K – 181
2020
Q1 		$528K Sell
10,570
-2,968
-22% -$206K 0.06% 127
2019
Q4 		$1.09M Buy
+13,538
New +$1.05M 0.09% 99
2019
Q1 		– Sell
-3,752
Closed -$247K – 130
2018
Q4 		$247K Buy
3,752
+200
+6% +$14.8K 0.03% 104
2018
Q3 		$296K Sell
3,552
-10
-0.3% -$845 0.05% 74
2018
Q2 		$291K Sell
3,562
-114
-3% -$9.12K 0.05% 72
2018
Q1 		$277K Hold
3,676
– – 0.05% 91
2017
Q4 		$282K Sell
3,676
-972
-21% -$73.2K 0.04% 94
2017
Q3 		$345K Sell
4,648
-30
-0.6% -$2.09K 0.06% 76
2017
Q2 		$327K Sell
4,678
-438
-9% -$30.3K 0.05% 92
2017
Q1 		$355K Hold
5,116
– – 0.05% 92
2016
Q4 		$358K Sell
5,116
-284
-5% -$18.6K 0.05% 94
2016
Q3 		$337K Buy
+5,400
New +$331K 0.05% 102
2016
Q2 		– Sell
-9,894
Closed -$561K – 136
2016
Q1 		$561K Hold
9,894
– – 0.1% 40
2015
Q4 		$535K Buy
+9,894
New +$549K 0.09% 42

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

BOK Financial Private Wealth sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2026, closing a stake of 105 shares — an estimated $11.9K sold.

BOK Financial Private Wealth first reported a position in IJS in Q4 2015 and held it in 23 quarters. The position peaked at $1.09M in Q4 2019. 845 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 105 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $11.9K.
  • BOK Financial Private Wealth first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2015 and held it in 23 quarters.
  • BOK Financial Private Wealth's iShares S&P Small-Cap 600 Value ETF position peaked at $1.09M in Q4 2019.
  • 845 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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