BOK Financial Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3M	Sell	8,103 -271	-3%	-$105K	0.18%	45
2025 Q4	$3.24M	Sell	8,374 -378	-4%	-$145K	0.2%	44
2025 Q3	$3.32M	Sell	8,752 -2	-0%	-$729	0.21%	43
2025 Q2	$3.07M	Hold	8,754	–	–	0.2%	42
2025 Q1	$2.78M	Hold	8,754	–	–	0.21%	44
2024 Q4	$2.93M	Sell	8,754 -25	-0.3%	-$8.42K	0.21%	46
2024 Q3	$2.87M	Hold	8,779	–	–	0.21%	49
2024 Q2	$2.71M	Hold	8,779	–	–	0.2%	52
2024 Q1	$2.63M	Hold	8,779	–	–	0.2%	54
2023 Q4	$2.4M	Hold	8,779	–	–	0.2%	60
2023 Q3	$2.16M	Hold	8,779	–	–	0.19%	67
2023 Q2	$2.23M	Sell	8,779 -1,307	-13%	-$314K	0.18%	72
2023 Q1	$2.37M	Hold	10,086	–	–	0.19%	71
2022 Q4	$2.23M	Buy	10,086 +9,021	+847%	+$2M	0.18%	73
2022 Q3	$220K	Sell	1,065 -242	-19%	-$55.7K	0.02%	164
2022 Q2	$284K	Buy	1,307 +35	+3%	+$8.29K	0.03%	154
2022 Q1	$334K	Sell	1,272 -388	-23%	-$100K	0.02%	218
2021 Q4	$461K	Hold	1,660	–	–	0.03%	177
2021 Q3	$423K	Sell	1,660 -11	-0.7%	-$2.88K	0.03%	163
2021 Q2	$428K	Sell	1,671 -4,080	-71%	-$1.02M	0.03%	147
2021 Q1	$1.36M	Buy	5,751 +211	+4%	+$49K	0.12%	91
2020 Q4	$1.24M	Sell	5,540 -45	-0.8%	-$9.45K	0.12%	89
2020 Q3	$1.09M	Sell	5,585 -459	-8%	-$88.8K	0.11%	92
2020 Q2	$1.09M	Sell	6,044 -1,283	-18%	-$217K	0.11%	95
2020 Q1	$1.09M	Sell	7,327 -36,983	-83%	-$6.58M	0.13%	98
2019 Q4	$8.35M	Sell	44,310 -671	-1%	-$121K	0.7%	32
2019 Q3	$7.82M	Sell	44,981 -14,299	-24%	-$2.48M	1.09%	19
2019 Q2	$10.2M	Sell	59,280 -2,532	-4%	-$429K	1.49%	17
2019 Q1	$10.3M	Buy	61,812 +4,820	+8%	+$774K	1.38%	17
2018 Q4	$8.37M	Buy	56,992 +55,643	+4,125%	+$8.84M	1.14%	18
2018 Q3	$232K	Hold	1,349	–	–	0.04%	98
2018 Q2	$219K	Hold	1,349	–	–	0.04%	98
2018 Q1	$211K	Hold	1,349	–	–	0.03%	112
2017 Q4	$213K	Hold	1,349	–	–	0.03%	117
2017 Q3	$201K	Buy	+1,349	New	+$197K	0.03%	123
2016 Q1	–	Sell	-2,009	Closed	-$242K	–	79
2015 Q4	$242K	Sell	2,009 -5,427	-73%	-$660K	0.04%	65
2015 Q3	$847K	Hold	7,436	–	–	0.15%	29
2015 Q2	$922K	Hold	7,436	–	–	0.15%	29
2015 Q1	$921K	Sell	7,436 -65	-0.9%	-$8.01K	0.15%	29
2014 Q4	$917K	Sell	7,501 -48	-0.6%	-$5.73K	0.15%	32
2014 Q3	$882K	Sell	7,549 -50	-0.7%	-$5.89K	0.15%	32
2014 Q2	$895K	Hold	7,599	–	–	0.15%	32
2014 Q1	$853K	Hold	7,599	–	–	0.15%	31
2013 Q4	$841K	Sell	7,599 -328	-4%	-$34.8K	0.15%	31
2013 Q3	$802K	Sell	7,927 -11	-0.1%	-$1.1K	0.16%	30
2013 Q2	$765K	Buy	+7,938	New	+$760K	0.17%	25

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

AFI

American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BOK Financial Private Wealth reduced its iShares Russell 3000 ETF (IWV) stake by 3.2% in Q1 2026, selling an estimated $105K and leaving 8,103 shares worth $3M. The position accounts for 0.18% of the portfolio, ranked #45.

BOK Financial Private Wealth first reported a position in IWV in Q2 2013 and has held it in 46 quarters since. The position peaked at $10.3M in Q1 2019. 866 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

BOK Financial Private Wealth held 8,103 shares of iShares Russell 3000 ETF worth $3M as of Q1 2026.
BOK Financial Private Wealth sold 271 iShares Russell 3000 ETF shares in Q1 2026, an estimated $105K.
iShares Russell 3000 ETF made up 0.18% of BOK Financial Private Wealth's portfolio in Q1 2026, its #45 holding.
BOK Financial Private Wealth first reported a position in iShares Russell 3000 ETF in Q2 2013 and has held it in 46 quarters since.
BOK Financial Private Wealth's iShares Russell 3000 ETF position peaked at $10.3M in Q1 2019.
866 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

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