BOK Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

BOK Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12M	Sell	56,053 -36,468	-39%	-$7.99M	0.18%	110
2025 Q4	$19.5M	Buy	92,521 +36,318	+65%	+$7.5M	0.3%	68
2025 Q3	$11.4M	Sell	56,203 -659	-1%	-$131K	0.17%	121
2025 Q2	$11M	Sell	56,862 -34	-0.1%	-$6.3K	0.18%	112
2025 Q1	$10.7M	Sell	56,896 -248	-0.4%	-$47.2K	0.19%	104
2024 Q4	$10.5M	Sell	57,144 -3,939	-6%	-$756K	0.18%	108
2024 Q3	$11.5M	Buy	61,083 +1,085	+2%	+$198K	0.2%	104
2024 Q2	$10.5M	Buy	59,998 +1,233	+2%	+$216K	0.19%	108
2024 Q1	$10.5M	Buy	58,765 +624	+1%	+$106K	0.19%	113
2023 Q4	$9.61M	Buy	58,141 +6,187	+12%	+$955K	0.19%	115
2023 Q3	$7.61M	Sell	51,954 -1,949	-4%	-$309K	0.17%	135
2023 Q2	$8.51M	Sell	53,903 -580	-1%	-$88.7K	0.17%	130
2023 Q1	$8.3M	Sell	54,483 -18,021	-25%	-$2.78M	0.17%	134
2022 Q4	$11M	Buy	72,504 +6,577	+10%	+$985K	0.2%	111
2022 Q3	$8.97M	Buy	65,927 +61	+0.1%	+$9.17K	0.18%	125
2022 Q2	$9.55M	Buy	65,866 +1,785	+3%	+$279K	0.18%	125
2022 Q1	$10.6M	Sell	64,081 -8,474	-12%	-$1.39M	0.18%	133
2021 Q4	$12.2M	Buy	72,555 +7,676	+12%	+$1.26M	0.19%	122
2021 Q3	$10.2M	Buy	+64,879	New	+$10.4M	0.17%	126
2021 Q1	$9.58M	Sell	63,187 -5,346	-8%	-$773K	0.17%	129
2020 Q4	$9.37M	Buy	68,533 +5,140	+8%	+$659K	0.18%	124
2020 Q3	$7.49M	Sell	63,393 -816	-1%	-$96.8K	0.16%	134
2020 Q2	$7.23M	Sell	64,209 -7,506	-10%	-$826K	0.17%	136
2020 Q1	$7.11M	Sell	71,715 -4,803	-6%	-$599K	0.2%	114
2019 Q4	$10.4M	Sell	76,518 -3,563	-4%	-$470K	0.24%	100
2019 Q3	$10.3M	Sell	80,081 -821	-1%	-$104K	0.25%	96
2019 Q2	$10.3M	Sell	80,902 -10,994	-12%	-$1.38M	0.25%	99
2019 Q1	$11.3M	Buy	91,896 +12,608	+16%	+$1.52M	0.27%	84
2018 Q4	$8.8M	Buy	79,288 +17,812	+29%	+$2.13M	0.25%	96
2018 Q3	$7.78M	Buy	61,476 +2,932	+5%	+$368K	0.2%	132
2018 Q2	$7.11M	Buy	58,544 +2,302	+4%	+$280K	0.19%	130
2018 Q1	$6.75M	Buy	56,242 +4,115	+8%	+$513K	0.19%	133
2017 Q4	$6.48M	Buy	52,127 +6,523	+14%	+$790K	0.18%	139
2017 Q3	$5.4M	Buy	45,604 +844	+2%	+$98.3K	0.16%	153
2017 Q2	$5.21M	Sell	44,760 -824	-2%	-$94.8K	0.16%	142
2017 Q1	$5.24M	Sell	45,584 -4,184	-8%	-$480K	0.16%	146
2016 Q4	$5.58M	Sell	49,768 -571	-1%	-$61.7K	0.18%	131
2016 Q3	$5.32M	Buy	50,339 +874	+2%	+$92.2K	0.18%	128
2016 Q2	$5.11M	Sell	49,465 -20	-0%	-$2.02K	0.18%	125
2016 Q1	$4.89M	Buy	49,485 +2,389	+5%	+$224K	0.18%	131
2015 Q4	$4.61M	Buy	47,096 +177	+0.4%	+$17.6K	0.17%	151
2015 Q3	$4.38M	Sell	46,919 -51,369	-52%	-$5.1M	0.16%	156
2015 Q2	$10.1M	Sell	98,288 -35,256	-26%	-$3.7M	0.34%	71
2015 Q1	$13.8M	Sell	133,544 -214	-0.2%	-$22.2K	0.46%	46
2014 Q4	$14M	Sell	133,758 -2,354	-2%	-$240K	0.48%	42
2014 Q3	$13.6M	Sell	136,112 -49,968	-27%	-$5.06M	0.46%	46
2014 Q2	$18.8M	Buy	186,080 +797	+0.4%	+$78.2K	0.6%	28
2014 Q1	$17.9M	Sell	185,283 -6,800	-4%	-$637K	0.59%	31
2013 Q4	$18.1M	Buy	192,083 +4,717	+3%	+$428K	0.61%	30
2013 Q3	$16.2M	Buy	187,366 +1,639	+0.9%	+$142K	0.59%	31
2013 Q2	$15.6M	Buy	+185,727	New	+$15.5M	0.59%	36

Other funds holding IWD

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BOK Financial's IWD Position: Q1 2026 in Review

BOK Financial reduced its iShares Russell 1000 Value ETF (IWD) stake by 39% in Q1 2026, selling an estimated $7.99M and leaving 56,053 shares worth $12M. The position accounts for 0.18% of the portfolio, ranked #110.

BOK Financial first reported a position in IWD in Q2 2013 and has held it in 51 quarters since. The position peaked at $19.5M in Q4 2025. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

BOK Financial held 56,053 shares of iShares Russell 1000 Value ETF worth $12M as of Q1 2026.
BOK Financial sold 36,468 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $7.99M.
iShares Russell 1000 Value ETF made up 0.18% of BOK Financial's portfolio in Q1 2026, its #110 holding.
BOK Financial first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 51 quarters since.
BOK Financial's iShares Russell 1000 Value ETF position peaked at $19.5M in Q4 2025.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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