BOK Financial Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$168K	Hold	1,146	–	–	0.01%	193
2026 Q1	$147K	Hold	1,146	–	–	0.01%	192
2025 Q4	$157K	Hold	1,146	–	–	0.01%	195
2025 Q3	$163K	Hold	1,146	–	–	0.01%	181
2025 Q2	$159K	Sell	1,146 -460	-29%	-$58.2K	0.01%	182
2025 Q1	$189K	Sell	1,606 -550	-26%	-$70.7K	0.01%	175
2024 Q4	$273K	Buy	2,156 +460	+27%	+$58.5K	0.02%	157
2024 Q3	$199K	Hold	1,696	–	–	0.01%	170
2024 Q2	$187K	Hold	1,696	–	–	0.01%	170
2024 Q1	$194K	Hold	1,696	–	–	0.01%	172
2023 Q4	$177K	Hold	1,696	–	–	0.01%	170
2023 Q3	$155K	Hold	1,696	–	–	0.01%	168
2023 Q2	$164K	Sell	1,696 -57	-3%	-$5.19K	0.01%	166
2023 Q1	$160K	Hold	1,753	–	–	0.01%	169
2022 Q4	$147K	Hold	1,753	–	–	0.01%	174
2022 Q3	$137K	Hold	1,753	–	–	0.01%	185
2022 Q2	$139K	Buy	+1,753	New	+$153K	0.01%	191
2022 Q1	–	Sell	-1,753	Closed	-$202K	–	325
2021 Q4	$202K	Buy	+1,753	New	+$204K	0.01%	295
2015 Q1	–	Sell	-5,000	Closed	-$233K	–	78
2014 Q4	$233K	Buy	+5,000	New	+$226K	0.04%	71

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

BOK Financial Private Wealth held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,146 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #193.

BOK Financial Private Wealth first reported a position in IWP in Q4 2014 and has held it in 19 quarters since. The position peaked at $273K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BOK Financial Private Wealth held 1,146 shares of iShares Russell Mid-Cap Growth ETF worth $168K as of Q2 2026.
BOK Financial Private Wealth left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #193 holding.
BOK Financial Private Wealth first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2014 and has held it in 19 quarters since.
BOK Financial Private Wealth's iShares Russell Mid-Cap Growth ETF position peaked at $273K in Q4 2024.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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