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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$686K	Hold	7,051	–	–	0.04%	105
2025 Q4	$679K	Hold	7,051	–	–	0.04%	110
2025 Q3	$681K	Hold	7,051	–	–	0.04%	113
2025 Q2	$648K	Sell	7,051 -6	-0.1%	-$518	0.04%	111
2025 Q1	$600K	Hold	7,057	–	–	0.05%	114
2024 Q4	$624K	Buy	7,057 +5,494	+352%	+$499K	0.05%	117
2024 Q3	$138K	Sell	1,563 -119	-7%	-$10K	0.01%	192
2024 Q2	$136K	Hold	1,682	–	–	0.01%	188
2024 Q1	$141K	Sell	1,682 -20	-1%	-$1.58K	0.01%	188
2023 Q4	$132K	Sell	1,702 -307	-15%	-$21.8K	0.01%	184
2023 Q3	$140K	Buy	2,009 +1,785	+797%	+$130K	0.01%	174
2023 Q2	$16.4K	Hold	224	–	–	﹤0.01%	297
2023 Q1	$15.7K	Hold	224	–	–	﹤0.01%	322
2022 Q4	$15.1K	Hold	224	–	–	﹤0.01%	308
2022 Q3	$14K	Hold	224	–	–	﹤0.01%	318
2022 Q2	$14K	Buy	+224	New	+$15.9K	﹤0.01%	325
2020 Q1	–	Sell	-4,487	Closed	-$268K	–	198
2019 Q4	$268K	Buy	4,487 +493	+12%	+$28.3K	0.02%	164
2019 Q3	$223K	Buy	+3,994	New	+$223K	0.03%	119
2017 Q2	–	Sell	-5,252	Closed	-$246K	–	143
2017 Q1	$246K	Buy	+5,252	New	+$243K	0.03%	119

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

BOK Financial Private Wealth held its iShares Russell Mid-Cap ETF (IWR) position steady in Q1 2026 at 7,051 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #105.

BOK Financial Private Wealth first reported a position in IWR in Q1 2017 and has held it in 19 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

BOK Financial Private Wealth held 7,051 shares of iShares Russell Mid-Cap ETF worth $686K as of Q1 2026.
BOK Financial Private Wealth left its iShares Russell Mid-Cap ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap ETF made up 0.04% of BOK Financial Private Wealth's portfolio in Q1 2026, its #105 holding.
BOK Financial Private Wealth first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and has held it in 19 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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