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BOK Financial’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

BOK Financial’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$79.7M Sell
537,556
-1,448
-0.3% -$199K 1.1% 19
2026
Q1 		$67M Buy
539,004
+4,326
+0.8% +$550K 1.02% 19
2025
Q4 		$64.3M Sell
534,678
-28,976
-5% -$3.47M 0.98% 21
2025
Q3 		$67M Sell
563,654
-58,543
-9% -$6.73M 1.01% 20
2025
Q2 		$68M Sell
622,197
-152,931
-20% -$15.8M 1.1% 16
2025
Q1 		$81.1M Buy
775,128
+5,878
+0.8% +$663K 1.43% 10
2024
Q4 		$87M Buy
769,250
+4,365
+0.6% +$521K 1.47% 11
2024
Q3 		$87.2M Buy
764,885
+234,765
+44% +$26.5M 1.55% 9
2024
Q2 		$56.5M Sell
530,120
-4,252
-0.8% -$455K 1.02% 18
2024
Q1 		$58.5M Sell
534,372
-37,054
-6% -$3.93M 1.06% 13
2023
Q4 		$61.9M Buy
571,426
+74,681
+15% +$7.2M 1.21% 9
2023
Q3 		$44.2M Sell
496,745
-2,480
-0.5% -$248K 0.97% 14
2023
Q2 		$49.7M Sell
499,225
-5,490
-1% -$523K 1.01% 12
2023
Q1 		$48.8M Sell
504,715
-11,702
-2% -$1.17M 1.02% 13
2022
Q4 		$48.9M Buy
516,417
+44,375
+9% +$4.26M 0.9% 20
2022
Q3 		$41.2M Buy
472,042
+56,624
+14% +$5.5M 0.83% 20
2022
Q2 		$38.4M Buy
415,418
+47,049
+13% +$4.68M 0.74% 23
2022
Q1 		$39.7M Sell
368,369
-77,324
-17% -$8.34M 0.65% 30
2021
Q4 		$51M Buy
445,693
+41,180
+10% +$4.69M 0.79% 24
2021
Q3 		$44.2M Buy
+404,513
New +$44.5M 0.76% 20
2021
Q1 		$37.5M Buy
345,888
+3,673
+1% +$384K 0.68% 22
2020
Q4 		$31.4M Sell
342,215
-9,224
-3% -$758K 0.6% 33
2020
Q3 		$24.7M Sell
351,439
-37,892
-10% -$2.72M 0.54% 43
2020
Q2 		$26.6M Sell
389,331
-35,680
-8% -$2.25M 0.63% 33
2020
Q1 		$23.8M Buy
425,011
+32,417
+8% +$2.41M 0.69% 27
2019
Q4 		$32.9M Buy
392,594
+3,289
+0.8% +$265K 0.74% 22
2019
Q3 		$30.3M Buy
389,305
+1,496
+0.4% +$116K 0.73% 22
2019
Q2 		$30.4M Sell
387,809
-78,780
-17% -$6.12M 0.73% 22
2019
Q1 		$36M Sell
466,589
-12,915
-3% -$992K 0.86% 16
2018
Q4 		$33.2M Sell
479,504
-2,671
-0.6% -$206K 0.95% 13
2018
Q3 		$42.1M Buy
482,175
+10,377
+2% +$909K 1.06% 10
2018
Q2 		$39.4M Buy
471,798
+166,759
+55% +$13.6M 1.06% 9
2018
Q1 		$23.5M Buy
305,039
+3,705
+1% +$288K 0.67% 24
2017
Q4 		$23.1M Sell
301,334
-5,221
-2% -$394K 0.64% 27
2017
Q3 		$22.8M Sell
306,555
-16,851
-5% -$1.18M 0.66% 24
2017
Q2 		$22.7M Buy
323,406
+6,955
+2% +$482K 0.71% 21
2017
Q1 		$21.9M Buy
316,451
+44,963
+17% +$3.1M 0.68% 23
2016
Q4 		$18.7M Buy
271,488
+15,536
+6% +$1M 0.61% 28
2016
Q3 		$15.9M Buy
255,952
+9,460
+4% +$578K 0.53% 40
2016
Q2 		$14.3M Buy
246,492
+18,482
+8% +$1.05M 0.5% 42
2016
Q1 		$12.8M Buy
228,010
+20,332
+10% +$1.06M 0.46% 48
2015
Q4 		$11.4M Buy
207,678
+38
+0% +$2.14K 0.41% 59
2015
Q3 		$11.1M Sell
207,640
-36,586
-15% -$2.08M 0.42% 57
2015
Q2 		$14.4M Sell
244,226
-21,892
-8% -$1.29M 0.49% 40
2015
Q1 		$15.7M Buy
266,118
+16,782
+7% +$962K 0.53% 34
2014
Q4 		$14.2M Sell
249,336
-14,862
-6% -$811K 0.49% 41
2014
Q3 		$13.8M Sell
264,198
-29,448
-10% -$1.6M 0.46% 45
2014
Q2 		$16.5M Sell
293,646
-82,230
-22% -$4.45M 0.53% 33
2014
Q1 		$20.7M Sell
375,876
-6,312
-2% -$341K 0.69% 24
2013
Q4 		$20.9M Buy
382,188
+13,912
+4% +$727K 0.7% 21
2013
Q3 		$18.4M Buy
368,276
+4,984
+1% +$241K 0.67% 24
2013
Q2 		$16.4M Buy
+363,292
New +$16.1M 0.62% 32

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BOK Financial's IJR Position: Q2 2026 in Review

BOK Financial reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.27% in Q2 2026, selling an estimated $199K and leaving 537,556 shares worth $79.7M. The position accounts for 1.1% of the portfolio, ranked #19.

BOK Financial first reported a position in IJR in Q2 2013 and has held it in 52 quarters since. The position peaked at $87.2M in Q3 2024. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • BOK Financial held 537,556 shares of iShares Core S&P Small-Cap ETF worth $79.7M as of Q2 2026.
  • BOK Financial sold 1,448 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $199K.
  • iShares Core S&P Small-Cap ETF made up 1.1% of BOK Financial's portfolio in Q2 2026, its #19 holding.
  • BOK Financial first reported a position in iShares Core S&P Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial's iShares Core S&P Small-Cap ETF position peaked at $87.2M in Q3 2024.
  • 2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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