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BOK Financial’s iShares Russell 2000 ETF IWM Stock Holding History

BOK Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-60,000
Closed -$7.13M – 888
2014
Q2 		$7.13M Buy
60,000
+10,000
+20% +$1.14M 0.23% 97
2014
Q1 		$5.82M Buy
+50,000
New +$5.77M 0.19% 119
2013
Q4 		– Sell
-41,000
Closed -$4.37M – 881
2013
Q3 		$4.37M Buy
+41,000
New +$4.24M 0.16% 143

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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.