BOK Financial Private Wealth’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.4K	Sell	350 -73	-17%	-$14.1K	﹤0.01%	246
2025 Q4	$76.6K	Buy	423 +1	+0.2%	+$180	﹤0.01%	252
2025 Q3	$74.7K	Buy	422 +47	+13%	+$7.93K	﹤0.01%	225
2025 Q2	$59.1K	Sell	375 -104	-22%	-$15.5K	﹤0.01%	238
2025 Q1	$72.4K	Sell	479 -69	-13%	-$11.1K	0.01%	232
2024 Q4	$89.9K	Sell	548 -67	-11%	-$11.4K	0.01%	218
2024 Q3	$103K	Sell	615 -55	-8%	-$8.94K	0.01%	206
2024 Q2	$102K	Buy	670 +1	+0.1%	+$153	0.01%	205
2024 Q1	$106K	Hold	669	–	–	0.01%	204
2023 Q4	$104K	Sell	669 -47	-7%	-$6.51K	0.01%	198
2023 Q3	$97.7K	Buy	716 +26	+4%	+$3.73K	0.01%	188
2023 Q2	$97.2K	Hold	690	–	–	0.01%	193
2023 Q1	$94.5K	Hold	690	–	–	0.01%	202
2022 Q4	$95.7K	Hold	690	–	–	0.01%	198
2022 Q3	$89K	Hold	690	–	–	0.01%	209
2022 Q2	$94K	Buy	+690	New	+$103K	0.01%	207
2020 Q2	–	Sell	-3,925	Closed	-$322K	–	182
2020 Q1	$322K	Sell	3,925 -5,650	-59%	-$634K	0.04%	145
2019 Q4	$1.23M	Buy	+9,575	New	+$1.18M	0.1%	94
2019 Q3	–	Sell	-1,743	Closed	-$210K	–	131
2019 Q2	$210K	Sell	1,743 -195	-10%	-$23.6K	0.03%	120
2019 Q1	$232K	Hold	1,938	–	–	0.03%	111
2018 Q4	$208K	Sell	1,938 -2,056	-51%	-$247K	0.03%	121
2018 Q3	$531K	Sell	3,994 -130	-3%	-$17.5K	0.08%	54
2018 Q2	$544K	Sell	4,124 -217	-5%	-$28K	0.09%	51
2018 Q1	$529K	Hold	4,341	–	–	0.09%	54
2017 Q4	$546K	Sell	4,341 -675	-13%	-$84.4K	0.09%	55
2017 Q3	$623K	Hold	5,016	–	–	0.1%	55
2017 Q2	$596K	Sell	5,016 -276	-5%	-$32.4K	0.09%	61
2017 Q1	$625K	Sell	5,292 -416	-7%	-$49.4K	0.09%	66
2016 Q4	$679K	Buy	5,708 +2,455	+75%	+$271K	0.1%	62
2016 Q3	$341K	Hold	3,253	–	–	0.05%	101
2016 Q2	$316K	Hold	3,253	–	–	0.05%	97
2016 Q1	$303K	Sell	3,253 -681	-17%	-$59.1K	0.05%	54
2015 Q4	$362K	Buy	+3,934	New	+$374K	0.06%	51

Other funds holding IWN

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

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

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

TWIM

TIAA Wealth Investment Management New York $13.1B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q1 2026, selling an estimated $14.1K and leaving 350 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

BOK Financial Private Wealth first reported a position in IWN in Q4 2015 and has held it in 33 quarters since. The position peaked at $1.23M in Q4 2019. 1,028 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

BOK Financial Private Wealth held 350 shares of iShares Russell 2000 Value ETF worth $66.4K as of Q1 2026.
BOK Financial Private Wealth sold 73 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $14.1K.
iShares Russell 2000 Value ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #246 holding.
BOK Financial Private Wealth first reported a position in iShares Russell 2000 Value ETF in Q4 2015 and has held it in 33 quarters since.
BOK Financial Private Wealth's iShares Russell 2000 Value ETF position peaked at $1.23M in Q4 2019.
1,028 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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