BOK Financial Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$131K	Hold	416	–	–	0.01%	203
2025 Q4	$134K	Sell	416 -5	-1%	-$1.63K	0.01%	202
2025 Q3	$135K	Buy	421 +48	+13%	+$14.5K	0.01%	190
2025 Q2	$107K	Sell	373 -14	-4%	-$3.69K	0.01%	206
2025 Q1	$98.9K	Hold	387	–	–	0.01%	210
2024 Q4	$111K	Buy	387 +305	+372%	+$90.2K	0.01%	200
2024 Q3	$23.3K	Sell	82 -11	-12%	-$3.01K	﹤0.01%	329
2024 Q2	$24.4K	Hold	93	–	–	﹤0.01%	326
2024 Q1	$25.2K	Hold	93	–	–	﹤0.01%	315
2023 Q4	$23.5K	Sell	93 -33	-26%	-$7.44K	﹤0.01%	311
2023 Q3	$28.3K	Buy	126 +33	+35%	+$7.9K	﹤0.01%	274
2023 Q2	$22.6K	Hold	93	–	–	﹤0.01%	283
2023 Q1	$21.1K	Hold	93	–	–	﹤0.01%	303
2022 Q4	$19.9K	Sell	93 -20	-18%	-$4.38K	﹤0.01%	298
2022 Q3	$23K	Hold	113	–	–	﹤0.01%	300
2022 Q2	$23K	Buy	+113	New	+$25.2K	﹤0.01%	309

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

TCIIS

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

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

BOK Financial Private Wealth held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 416 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #203.

BOK Financial Private Wealth first reported a position in IWO in Q2 2022 and has held it in 16 quarters since. The position peaked at $135K in Q3 2025. 1,020 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

BOK Financial Private Wealth held 416 shares of iShares Russell 2000 Growth ETF worth $131K as of Q1 2026.
BOK Financial Private Wealth left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #203 holding.
BOK Financial Private Wealth first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
BOK Financial Private Wealth's iShares Russell 2000 Growth ETF position peaked at $135K in Q3 2025.
1,020 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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