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BOK Financial’s iShares Russell 1000 ETF IWB Stock Holding History

BOK Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459M Sell
1,287,018
-10,131
-0.8% -$3.78M 7.02% 1
2025
Q4 		$484M Buy
1,297,149
+17,096
+1% +$6.33M 7.41% 1
2025
Q3 		$468M Sell
1,280,053
-8,923
-0.7% -$3.14M 7.04% 1
2025
Q2 		$438M Buy
1,288,976
+20,864
+2% +$6.55M 7.09% 1
2025
Q1 		$389M Buy
1,268,112
+25,080
+2% +$8.11M 6.88% 1
2024
Q4 		$397M Sell
1,243,032
-9,008
-0.7% -$2.92M 6.71% 1
2024
Q3 		$390M Sell
1,252,040
-8,545
-0.7% -$2.59M 6.91% 1
2024
Q2 		$375M Buy
1,260,585
+102,898
+9% +$29.5M 6.73% 1
2024
Q1 		$333M Buy
1,157,687
+23,903
+2% +$6.55M 6.06% 1
2023
Q4 		$297M Sell
1,133,784
-92,602
-8% -$22.7M 5.82% 1
2023
Q3 		$281M Sell
1,226,386
-35,488
-3% -$8.69M 6.2% 1
2023
Q2 		$308M Sell
1,261,874
-6,405
-0.5% -$1.48M 6.26% 1
2023
Q1 		$286M Buy
1,268,279
+42,547
+3% +$9.36M 5.98% 1
2022
Q4 		$258M Buy
1,225,732
+68,057
+6% +$14.4M 4.76% 1
2022
Q3 		$228M Sell
1,157,675
-1,780
-0.2% -$390K 4.62% 1
2022
Q2 		$241M Sell
1,159,455
-43,285
-4% -$9.78M 4.62% 1
2022
Q1 		$301M Sell
1,202,740
-5,849
-0.5% -$1.44M 4.96% 1
2021
Q4 		$320M Buy
1,208,589
+17,517
+1% +$4.51M 4.95% 1
2021
Q3 		$288M Buy
+1,191,072
New +$296M 4.95% 1
2021
Q1 		$324M Sell
1,449,034
-183,903
-11% -$40.3M 5.9% 1
2020
Q4 		$346M Sell
1,632,937
-251,466
-13% -$50.2M 6.6% 1
2020
Q3 		$353M Buy
1,884,403
+278,570
+17% +$51.5M 7.75% 1
2020
Q2 		$276M Sell
1,605,833
-315
-0% -$51K 6.48% 1
2020
Q1 		$227M Buy
1,606,148
+196,332
+14% +$33.2M 6.55% 1
2019
Q4 		$252M Sell
1,409,816
-3,452
-0.2% -$589K 5.68% 1
2019
Q3 		$233M Buy
1,413,268
+8,844
+0.6% +$1.45M 5.6% 1
2019
Q2 		$229M Buy
1,404,424
+40,968
+3% +$6.56M 5.49% 1
2019
Q1 		$214M Buy
1,363,456
+481,972
+55% +$72.9M 5.13% 1
2018
Q4 		$122M Buy
881,484
+861,511
+4,313% +$129M 3.5% 2
2018
Q3 		$3.23M Sell
19,973
-825
-4% -$131K 0.08% 277
2018
Q2 		$3.16M Sell
20,798
-1,439
-6% -$217K 0.09% 277
2018
Q1 		$3.27M Buy
22,237
+1,525
+7% +$232K 0.09% 260
2017
Q4 		$3.08M Sell
20,712
-12
-0.1% -$1.74K 0.08% 270
2017
Q3 		$2.9M Buy
20,724
+120
+0.6% +$16.5K 0.08% 258
2017
Q2 		$2.79M Buy
20,604
+300
+1% +$40K 0.09% 246
2017
Q1 		$2.67M Sell
20,304
-4,097
-17% -$531K 0.08% 264
2016
Q4 		$3.04M Buy
24,401
+1,689
+7% +$205K 0.1% 224
2016
Q3 		$2.74M Sell
22,712
-149
-0.7% -$17.9K 0.09% 253
2016
Q2 		$2.67M Sell
22,861
-2,135
-9% -$246K 0.09% 245
2016
Q1 		$2.85M Sell
24,996
-2,734
-10% -$295K 0.1% 230
2015
Q4 		$3.14M Buy
27,730
+4,706
+20% +$538K 0.11% 215
2015
Q3 		$2.46M Sell
23,024
-3,060
-12% -$347K 0.09% 253
2015
Q2 		$3.03M Sell
26,084
-3,631
-12% -$428K 0.1% 230
2015
Q1 		$3.44M Buy
29,715
+2,346
+9% +$271K 0.12% 207
2014
Q4 		$3.14M Sell
27,369
-2,901
-10% -$325K 0.11% 212
2014
Q3 		$3.33M Sell
30,270
-159
-0.5% -$17.6K 0.11% 211
2014
Q2 		$3.35M Buy
30,429
+3,246
+12% +$345K 0.11% 208
2014
Q1 		$2.85M Sell
27,183
-145
-0.5% -$14.9K 0.09% 234
2013
Q4 		$2.82M Sell
27,328
-77
-0.3% -$7.62K 0.09% 231
2013
Q3 		$2.58M Sell
27,405
-457
-2% -$42.7K 0.09% 242
2013
Q2 		$2.51M Buy
+27,862
New +$2.5M 0.09% 219

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

BOK Financial's IWB Position: Q1 2026 in Review

BOK Financial reduced its iShares Russell 1000 ETF (IWB) stake by 0.78% in Q1 2026, selling an estimated $3.78M and leaving 1,287,018 shares worth $459M. The position accounts for 7.02% of the portfolio, ranked #1.

BOK Financial first reported a position in IWB in Q2 2013 and has held it in 51 quarters since. The position peaked at $484M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • BOK Financial held 1,287,018 shares of iShares Russell 1000 ETF worth $459M as of Q1 2026.
  • BOK Financial sold 10,131 iShares Russell 1000 ETF shares in Q1 2026, an estimated $3.78M.
  • iShares Russell 1000 ETF made up 7.02% of BOK Financial's portfolio in Q1 2026, its #1 holding.
  • BOK Financial first reported a position in iShares Russell 1000 ETF in Q2 2013 and has held it in 51 quarters since.
  • BOK Financial's iShares Russell 1000 ETF position peaked at $484M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.