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

BOK Financial Private Wealth’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Sell
609
-39
-6% -$6.32K 0.01% 224
2026
Q1 		$93.8K Buy
648
+295
+84% +$43.8K 0.01% 220
2025
Q4 		$49.8K Sell
353
-72
-17% -$10.2K ﹤0.01% 285
2025
Q3 		$60.1K Buy
425
+144
+51% +$19.9K ﹤0.01% 237
2025
Q2 		$37.4K Buy
281
+3
+1% +$376 ﹤0.01% 268
2025
Q1 		$34.6K Sell
278
-31
-10% -$4.15K ﹤0.01% 287
2024
Q4 		$41.9K Hold
309
– – ﹤0.01% 272
2024
Q3 		$43.1K Hold
309
– – ﹤0.01% 273
2024
Q2 		$39.7K Hold
309
– – ﹤0.01% 288
2024
Q1 		$40.4K Sell
309
-254
-45% -$31.7K ﹤0.01% 274
2023
Q4 		$70.5K Buy
563
+44
+8% +$4.94K 0.01% 216
2023
Q3 		$57.2K Hold
519
– – 0.01% 220
2023
Q2 		$59.7K Sell
519
-40
-7% -$4.37K ﹤0.01% 217
2023
Q1 		$61.5K Sell
559
-79
-12% -$8.91K ﹤0.01% 231
2022
Q4 		$69K Hold
638
– – 0.01% 219
2022
Q3 		$65K Sell
638
-461
-42% -$51.8K 0.01% 233
2022
Q2 		$116K Buy
+1,099
New +$125K 0.01% 198
2020
Q3 		– Sell
-2,644
Closed -$224K – 168
2020
Q2 		$224K Sell
2,644
-5,170
-66% -$403K 0.02% 151
2020
Q1 		$539K Sell
7,814
-2,934
-27% -$259K 0.07% 124
2019
Q4 		$1.04M Buy
+10,748
New +$992K 0.09% 100

Other funds holding IJT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BOK Financial Private Wealth's IJT Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 6% in Q2 2026, selling an estimated $6.32K and leaving 609 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #224.

BOK Financial Private Wealth first reported a position in IJT in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.04M in Q4 2019. 820 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • BOK Financial Private Wealth held 609 shares of iShares S&P Small-Cap 600 Growth ETF worth $109K as of Q2 2026.
  • BOK Financial Private Wealth sold 39 iShares S&P Small-Cap 600 Growth ETF shares in Q2 2026, an estimated $6.32K.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #224 holding.
  • BOK Financial Private Wealth first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2019 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's iShares S&P Small-Cap 600 Growth ETF position peaked at $1.04M in Q4 2019.
  • 820 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.