BF
IWN icon

BOK Financial’s iShares Russell 2000 Value ETF IWN Stock Holding History

BOK Financial’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Sell
22,528
-730
-3% -$153K 0.07% 202
2026
Q1 		$4.41M Sell
23,258
-4,734
-17% -$916K 0.07% 217
2025
Q4 		$5.07M Buy
27,992
+3,651
+15% +$656K 0.08% 195
2025
Q3 		$4.3M Sell
24,341
-263
-1% -$44.4K 0.06% 223
2025
Q2 		$3.88M Sell
24,604
-440
-2% -$65.5K 0.06% 236
2025
Q1 		$3.78M Sell
25,044
-1,877
-7% -$303K 0.07% 226
2024
Q4 		$4.31M Sell
26,921
-532
-2% -$90.8K 0.07% 210
2024
Q3 		$4.47M Buy
27,453
+506
+2% +$82.2K 0.08% 212
2024
Q2 		$4.1M Buy
26,947
+1,581
+6% +$242K 0.07% 224
2024
Q1 		$3.98M Sell
25,366
-1,396
-5% -$211K 0.07% 245
2023
Q4 		$4.16M Buy
26,762
+900
+3% +$125K 0.08% 226
2023
Q3 		$3.29M Sell
25,862
-609
-2% -$87.3K 0.07% 237
2023
Q2 		$3.73M Buy
26,471
+131
+0.5% +$17.7K 0.08% 233
2023
Q1 		$3.61M Sell
26,340
-6,643
-20% -$963K 0.08% 237
2022
Q4 		$4.57M Buy
32,983
+212
+0.6% +$29.9K 0.08% 223
2022
Q3 		$4.22M Sell
32,771
-94
-0.3% -$13.6K 0.09% 218
2022
Q2 		$4.47M Sell
32,865
-421
-1% -$62.6K 0.09% 222
2022
Q1 		$5.37M Sell
33,286
-410
-1% -$65.4K 0.09% 215
2021
Q4 		$5.6M Sell
33,696
-611
-2% -$102K 0.09% 221
2021
Q3 		$5.5M Buy
+34,307
New +$5.51M 0.09% 217
2021
Q1 		$6.09M Buy
38,179
+2,349
+7% +$355K 0.11% 187
2020
Q4 		$4.72M Buy
35,830
+672
+2% +$79.3K 0.09% 210
2020
Q3 		$3.49M Buy
35,158
+80
+0.2% +$8.13K 0.08% 233
2020
Q2 		$3.42M Sell
35,078
-1,123
-3% -$102K 0.08% 234
2020
Q1 		$2.97M Sell
36,201
-2,720
-7% -$305K 0.09% 229
2019
Q4 		$5M Buy
38,921
+1,171
+3% +$145K 0.11% 192
2019
Q3 		$4.51M Sell
37,750
-1,593
-4% -$188K 0.11% 204
2019
Q2 		$4.74M Sell
39,343
-3,250
-8% -$393K 0.11% 201
2019
Q1 		$5.11M Sell
42,593
-3,891
-8% -$465K 0.12% 194
2018
Q4 		$5M Buy
46,484
+6,390
+16% +$769K 0.14% 159
2018
Q3 		$5.33M Buy
40,094
+1,542
+4% +$208K 0.13% 188
2018
Q2 		$5.09M Buy
38,552
+5,604
+17% +$722K 0.14% 181
2018
Q1 		$4.02M Buy
32,948
+2,128
+7% +$266K 0.11% 217
2017
Q4 		$3.88M Buy
30,820
+2,917
+10% +$365K 0.11% 219
2017
Q3 		$3.46M Sell
27,903
-726
-3% -$85.6K 0.1% 230
2017
Q2 		$3.4M Sell
28,629
-691
-2% -$81.2K 0.11% 212
2017
Q1 		$3.46M Sell
29,320
-1,007
-3% -$119K 0.11% 214
2016
Q4 		$3.61M Sell
30,327
-223
-0.7% -$24.6K 0.12% 198
2016
Q3 		$3.2M Sell
30,550
-180
-0.6% -$18.4K 0.11% 209
2016
Q2 		$2.99M Buy
30,730
+1,935
+7% +$184K 0.11% 216
2016
Q1 		$2.68M Sell
28,795
-1,709
-6% -$148K 0.1% 243
2015
Q4 		$2.81M Sell
30,504
-1,487
-5% -$141K 0.1% 237
2015
Q3 		$2.88M Sell
31,991
-2,212
-6% -$212K 0.11% 220
2015
Q2 		$3.49M Sell
34,203
-11,657
-25% -$1.2M 0.12% 202
2015
Q1 		$4.73M Sell
45,860
-11,634
-20% -$1.17M 0.16% 149
2014
Q4 		$5.84M Sell
57,494
-32,652
-36% -$3.2M 0.2% 117
2014
Q3 		$8.43M Buy
90,146
+3,353
+4% +$332K 0.28% 80
2014
Q2 		$8.96M Buy
86,793
+17,648
+26% +$1.75M 0.29% 76
2014
Q1 		$6.97M Buy
69,145
+20,040
+41% +$1.97M 0.23% 100
2013
Q4 		$4.89M Buy
49,105
+432
+0.9% +$41.3K 0.16% 139
2013
Q3 		$4.46M Buy
48,673
+2,155
+5% +$194K 0.16% 139
2013
Q2 		$4M Buy
+46,518
New +$3.94M 0.15% 143

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BOK Financial's IWN Position: Q2 2026 in Review

BOK Financial reduced its iShares Russell 2000 Value ETF (IWN) stake by 3.1% in Q2 2026, selling an estimated $153K and leaving 22,528 shares worth $4.98M. The position accounts for 0.07% of the portfolio, ranked #202.

BOK Financial first reported a position in IWN in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.96M in Q2 2014. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • BOK Financial held 22,528 shares of iShares Russell 2000 Value ETF worth $4.98M as of Q2 2026.
  • BOK Financial sold 730 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $153K.
  • iShares Russell 2000 Value ETF made up 0.07% of BOK Financial's portfolio in Q2 2026, its #202 holding.
  • BOK Financial first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial's iShares Russell 2000 Value ETF position peaked at $8.96M in Q2 2014.
  • 1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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