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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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BOK Financial's IWM Position: Q2 2026 in Review

BOK Financial reduced its iShares Russell 2000 ETF (IWM) stake by 2.8% in Q2 2026, selling an estimated $425K and leaving 53,077 shares worth $15.9M. The position accounts for 0.22% of the portfolio, ranked #93.

BOK Financial first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.1M in Q3 2018. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • BOK Financial held 53,077 shares of iShares Russell 2000 ETF worth $15.9M as of Q2 2026.
  • BOK Financial sold 1,512 iShares Russell 2000 ETF shares in Q2 2026, an estimated $425K.
  • iShares Russell 2000 ETF made up 0.22% of BOK Financial's portfolio in Q2 2026, its #93 holding.
  • BOK Financial first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial's iShares Russell 2000 ETF position peaked at $26.1M in Q3 2018.
  • 2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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