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BOK Financial Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History

BOK Financial Private Wealth’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.79M Buy
16,760
+1,360
+9% +$154K 0.11% 66
2025
Q4 		$1.82M Sell
15,400
-680
-4% -$80.5K 0.11% 64
2025
Q3 		$1.88M Sell
16,080
-1,896
-11% -$211K 0.12% 62
2025
Q2 		$1.91M Buy
17,976
+304
+2% +$29.1K 0.13% 62
2025
Q1 		$1.6M Hold
17,672
– – 0.12% 69
2024
Q4 		$1.77M Hold
17,672
– – 0.13% 69
2024
Q3 		$1.66M Buy
17,672
+180
+1% +$16.3K 0.12% 79
2024
Q2 		$1.59M Hold
17,492
– – 0.12% 80
2024
Q1 		$1.47M Sell
17,492
-1,364
-7% -$110K 0.11% 89
2023
Q4 		$1.43M Sell
18,856
-296
-2% -$20.9K 0.12% 87
2023
Q3 		$1.28M Sell
19,152
-24
-0.1% -$1.66K 0.11% 88
2023
Q2 		$1.32M Sell
19,176
-880
-4% -$56K 0.11% 93
2023
Q1 		$1.23M Sell
20,056
-124
-0.6% -$7.14K 0.1% 98
2022
Q4 		$1.08M Sell
20,180
-28,900
-59% -$1.59M 0.09% 97
2022
Q3 		$2.58M Sell
49,080
-576
-1% -$33.9K 0.23% 66
2022
Q2 		$2.71M Buy
49,656
+272
+0.6% +$16.3K 0.24% 64
2022
Q1 		$3.43M Sell
49,384
-224
-0.5% -$15.3K 0.24% 65
2021
Q4 		$3.79M Sell
49,608
-1,004
-2% -$74.4K 0.26% 64
2021
Q3 		$3.47M Hold
50,612
– – 0.28% 60
2021
Q2 		$3.44M Buy
50,612
+3,700
+8% +$239K 0.28% 59
2021
Q1 		$2.85M Buy
46,912
+26,936
+135% +$1.64M 0.26% 67
2020
Q4 		$1.2M Sell
19,976
-64
-0.3% -$3.64K 0.11% 91
2020
Q3 		$1.09M Sell
20,040
-520
-3% -$27.4K 0.11% 93
2020
Q2 		$987K Sell
20,560
-708
-3% -$31.2K 0.1% 99
2020
Q1 		$801K Sell
21,268
-7,700
-27% -$332K 0.1% 106
2019
Q4 		$1.27M Buy
28,968
+3,460
+14% +$144K 0.11% 91
2019
Q3 		$1.02M Buy
25,508
+2,404
+10% +$96.4K 0.14% 50
2019
Q2 		$909K Buy
23,104
+64
+0.3% +$2.48K 0.13% 52
2019
Q1 		$872K Sell
23,040
-8,600
-27% -$309K 0.12% 52
2018
Q4 		$1.03M Hold
31,640
– – 0.14% 47
2018
Q3 		$1.23M Sell
31,640
-2,000
-6% -$75.7K 0.2% 34
2018
Q2 		$1.21M Hold
33,640
– – 0.2% 33
2018
Q1 		$1.15M Hold
33,640
– – 0.19% 33
2017
Q4 		$1.13M Buy
33,640
+3,600
+12% +$118K 0.18% 36
2017
Q3 		$939K Buy
30,040
+5,000
+20% +$153K 0.15% 39
2017
Q2 		$745K Hold
25,040
– – 0.11% 54
2017
Q1 		$712K Buy
25,040
+6,000
+32% +$166K 0.1% 62
2016
Q4 		$499K Hold
19,040
– – 0.08% 76
2016
Q3 		$496K Hold
19,040
– – 0.08% 83
2016
Q2 		$478K Buy
+19,040
New +$475K 0.08% 82

Other funds holding IWF

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BOK Financial Private Wealth increased its iShares Russell 1000 Growth ETF (IWF) stake by 8.8% in Q1 2026, buying an estimated $154K and bringing the position to 16,760 shares worth $1.79M. The position accounts for 0.11% of the portfolio, ranked #66.

BOK Financial Private Wealth first reported a position in IWF in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.79M in Q4 2021. 2,433 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • BOK Financial Private Wealth held 16,760 shares of iShares Russell 1000 Growth ETF worth $1.79M as of Q1 2026.
  • BOK Financial Private Wealth bought 1,360 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $154K.
  • iShares Russell 1000 Growth ETF made up 0.11% of BOK Financial Private Wealth's portfolio in Q1 2026, its #66 holding.
  • BOK Financial Private Wealth first reported a position in iShares Russell 1000 Growth ETF in Q2 2016 and has held it in 40 quarters since.
  • BOK Financial Private Wealth's iShares Russell 1000 Growth ETF position peaked at $3.79M in Q4 2021.
  • 2,433 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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