BOK Financial’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.5M | Sell |
54,589
-1,747
| -3% | -$451K | 0.21% | 99 |
|
|
2025
Q4 | $13.9M | Buy |
56,336
+7,094
| +14% | +$1.74M | 0.21% | 94 |
|
|
2025
Q3 | $11.9M | Sell |
49,242
-2,745
| -5% | -$630K | 0.18% | 115 |
|
|
2025
Q2 | $11.2M | Sell |
51,987
-1,218
| -2% | -$245K | 0.18% | 110 |
|
|
2025
Q1 | $10.6M | Sell |
53,205
-4,880
| -8% | -$1.06M | 0.19% | 105 |
|
|
2024
Q4 | $12.6M | Buy |
58,085
+597
| +1% | +$136K | 0.21% | 91 |
|
|
2024
Q3 | $12.4M | Sell |
57,488
-769
| -1% | -$165K | 0.22% | 92 |
|
|
2024
Q2 | $11.8M | Buy |
58,257
+970
| +2% | +$196K | 0.21% | 99 |
|
|
2024
Q1 | $11.9M | Sell |
57,287
-9,735
| -15% | -$1.94M | 0.22% | 97 |
|
|
2023
Q4 | $13.5M | Buy |
67,022
+9,568
| +17% | +$1.71M | 0.26% | 80 |
|
|
2023
Q3 | $9.45M | Sell |
57,454
-308
| -0.5% | -$57.8K | 0.21% | 107 |
|
|
2023
Q2 | $10.8M | Sell |
57,762
-919
| -2% | -$164K | 0.22% | 106 |
|
|
2023
Q1 | $10.5M | Sell |
58,681
-7,139
| -11% | -$1.31M | 0.22% | 106 |
|
|
2022
Q4 | $11.5M | Sell |
65,820
-5,495
| -8% | -$977K | 0.21% | 106 |
|
|
2022
Q3 | $11.8M | Buy |
71,315
+8,966
| +14% | +$1.64M | 0.24% | 96 |
|
|
2022
Q2 | $10.6M | Sell |
62,349
-1,338
| -2% | -$247K | 0.2% | 113 |
|
|
2022
Q1 | $13.1M | Sell |
63,687
-708
| -1% | -$144K | 0.22% | 107 |
|
|
2021
Q4 | $14.3M | Sell |
64,395
-6,259
| -9% | -$1.41M | 0.22% | 103 |
|
|
2021
Q3 | $15.5M | Buy |
+70,654
| New | +$15.7M | 0.27% | 91 |
|
|
2021
Q1 | $17.1M | Sell |
77,368
-5,345
| -6% | -$1.17M | 0.31% | 76 |
|
|
2020
Q4 | $16.2M | Buy |
82,713
+2,930
| +4% | +$513K | 0.31% | 75 |
|
|
2020
Q3 | $12M | Sell |
79,783
-1,342
| -2% | -$202K | 0.26% | 88 |
|
|
2020
Q2 | $11.6M | Sell |
81,125
-3,714
| -4% | -$487K | 0.27% | 91 |
|
|
2020
Q1 | $9.71M | Sell |
84,839
-675
| -0.8% | -$101K | 0.28% | 90 |
|
|
2019
Q4 | $14.2M | Sell |
85,514
-6,046
| -7% | -$956K | 0.32% | 73 |
|
|
2019
Q3 | $13.9M | Sell |
91,560
-5,533
| -6% | -$845K | 0.33% | 65 |
|
|
2019
Q2 | $15.1M | Sell |
97,093
-60,981
| -39% | -$9.4M | 0.36% | 61 |
|
|
2019
Q1 | $24.2M | Buy |
158,074
+4,681
| +3% | +$703K | 0.58% | 31 |
|
|
2018
Q4 | $20.5M | Sell |
153,393
-1,196
| -0.8% | -$178K | 0.59% | 36 |
|
|
2018
Q3 | $26.1M | Sell |
154,589
-31
| -0% | -$5.23K | 0.65% | 27 |
|
|
2018
Q2 | $25.3M | Sell |
154,620
-1,823
| -1% | -$292K | 0.68% | 25 |
|
|
2018
Q1 | $23.8M | Buy |
156,443
+214
| +0.1% | +$33K | 0.67% | 23 |
|
|
2017
Q4 | $23.8M | Buy |
156,229
+3,960
| +3% | +$595K | 0.66% | 24 |
|
|
2017
Q3 | $22.6M | Buy |
152,269
+3,257
| +2% | +$458K | 0.66% | 26 |
|
|
2017
Q2 | $21M | Buy |
149,012
+1,339
| +0.9% | +$185K | 0.66% | 29 |
|
|
2017
Q1 | $20.3M | Sell |
147,673
-222
| -0.2% | -$30.3K | 0.63% | 28 |
|
|
2016
Q4 | $19.9M | Sell |
147,895
-9,676
| -6% | -$1.24M | 0.66% | 26 |
|
|
2016
Q3 | $19.6M | Buy |
157,571
+6,274
| +4% | +$763K | 0.65% | 25 |
|
|
2016
Q2 | $17.4M | Sell |
151,297
-6,275
| -4% | -$708K | 0.61% | 28 |
|
|
2016
Q1 | $17.4M | Buy |
157,572
+4,362
| +3% | +$452K | 0.63% | 26 |
|
|
2015
Q4 | $17.3M | Buy |
153,210
+5,349
| +4% | +$617K | 0.62% | 27 |
|
|
2015
Q3 | $16.1M | Sell |
147,861
-21,407
| -13% | -$2.54M | 0.61% | 32 |
|
|
2015
Q2 | $21.1M | Buy |
169,268
+954
| +0.6% | +$119K | 0.72% | 24 |
|
|
2015
Q1 | $20.9M | Buy |
168,314
+16,607
| +11% | +$2M | 0.7% | 25 |
|
|
2014
Q4 | $18.1M | Sell |
151,707
-25,189
| -14% | -$2.88M | 0.63% | 34 |
|
|
2014
Q3 | $19.3M | Sell |
176,896
-4,652
| -3% | -$532K | 0.65% | 26 |
|
|
2014
Q2 | $21.6M | Sell |
181,548
-29,516
| -14% | -$3.35M | 0.69% | 23 |
|
|
2014
Q1 | $24.6M | Sell |
211,064
-3,178
| -1% | -$367K | 0.81% | 13 |
|
|
2013
Q4 | $24.7M | Buy |
214,242
+9,925
| +5% | +$1.1M | 0.83% | 15 |
|
|
2013
Q3 | $21.8M | Buy |
204,317
+188
| +0.1% | +$19.4K | 0.79% | 18 |
|
|
2013
Q2 | $19.8M | Buy |
+204,129
| New | +$19.5M | 0.75% | 20 |
|
Other funds holding IWM
BOK Financial's IWM Position: Q1 2026 in Review
BOK Financial reduced its iShares Russell 2000 ETF (IWM) stake by 3.1% in Q1 2026, selling an estimated $451K and leaving 54,589 shares worth $13.5M. The position accounts for 0.21% of the portfolio, ranked #99.
BOK Financial first reported a position in IWM in Q2 2013 and has held it in 51 quarters since. The position peaked at $26.1M in Q3 2018. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.
- BOK Financial held 54,589 shares of iShares Russell 2000 ETF worth $13.5M as of Q1 2026.
- BOK Financial sold 1,747 iShares Russell 2000 ETF shares in Q1 2026, an estimated $451K.
- iShares Russell 2000 ETF made up 0.21% of BOK Financial's portfolio in Q1 2026, its #99 holding.
- BOK Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 51 quarters since.
- BOK Financial's iShares Russell 2000 ETF position peaked at $26.1M in Q3 2018.
- 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.
Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.