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IWO icon

BOK Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

BOK Financial’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.8M Sell
32,483
-410
-1% -$150K 0.18% 116
2026
Q1 		$10.3M Buy
32,893
+13,897
+73% +$4.62M 0.16% 126
2025
Q4 		$6.14M Sell
18,996
-4,699
-20% -$1.53M 0.09% 174
2025
Q3 		$7.58M Buy
23,695
+130
+0.6% +$39.2K 0.11% 156
2025
Q2 		$6.74M Sell
23,565
-249
-1% -$65.5K 0.11% 160
2025
Q1 		$6.09M Sell
23,814
-211
-0.9% -$59.6K 0.11% 161
2024
Q4 		$6.84M Sell
24,025
-294
-1% -$87K 0.12% 155
2024
Q3 		$6.77M Buy
24,319
+12
+0% +$3.29K 0.12% 157
2024
Q2 		$6.38M Sell
24,307
-258
-1% -$67K 0.11% 169
2024
Q1 		$6.6M Sell
24,565
-993
-4% -$254K 0.12% 173
2023
Q4 		$6.45M Sell
25,558
-132
-0.5% -$29.8K 0.13% 168
2023
Q3 		$5.32M Sell
25,690
-2,394
-9% -$573K 0.12% 169
2023
Q2 		$6.81M Buy
28,084
+157
+0.6% +$36K 0.14% 158
2023
Q1 		$6.33M Sell
27,927
-3,505
-11% -$802K 0.13% 165
2022
Q4 		$6.74M Sell
31,432
-4,197
-12% -$920K 0.12% 165
2022
Q3 		$7.36M Sell
35,629
-778
-2% -$175K 0.15% 149
2022
Q2 		$7.51M Sell
36,407
-371
-1% -$82.7K 0.14% 154
2022
Q1 		$9.41M Buy
36,778
+658
+2% +$168K 0.16% 148
2021
Q4 		$10.6M Buy
36,120
+3,824
+12% +$1.15M 0.16% 138
2021
Q3 		$9.48M Buy
+32,296
New +$9.7M 0.16% 131
2021
Q1 		$9.94M Sell
33,056
-2,531
-7% -$786K 0.18% 122
2020
Q4 		$10.2M Sell
35,587
-699
-2% -$178K 0.19% 118
2020
Q3 		$8.04M Buy
36,286
+153
+0.4% +$33.5K 0.18% 123
2020
Q2 		$7.47M Buy
36,133
+1,755
+5% +$328K 0.18% 130
2020
Q1 		$5.44M Sell
34,378
-37
-0.1% -$7.35K 0.16% 144
2019
Q4 		$7.37M Sell
34,415
-4,404
-11% -$894K 0.17% 136
2019
Q3 		$7.48M Sell
38,819
-218
-0.6% -$43.2K 0.18% 127
2019
Q2 		$7.84M Sell
39,037
-2,600
-6% -$514K 0.19% 126
2019
Q1 		$8.19M Sell
41,637
-6,346
-13% -$1.21M 0.2% 128
2018
Q4 		$8.06M Buy
47,983
+3,436
+8% +$641K 0.23% 110
2018
Q3 		$9.58M Buy
44,547
+7,322
+20% +$1.56M 0.24% 98
2018
Q2 		$7.61M Buy
37,225
+1,233
+3% +$247K 0.2% 122
2018
Q1 		$6.86M Buy
35,992
+502
+1% +$96.4K 0.19% 131
2017
Q4 		$6.63M Buy
35,490
+1,155
+3% +$211K 0.18% 135
2017
Q3 		$6.14M Sell
34,335
-9,664
-22% -$1.64M 0.18% 135
2017
Q2 		$7.43M Sell
43,999
-4,341
-9% -$715K 0.23% 100
2017
Q1 		$7.82M Buy
48,340
+13,718
+40% +$2.18M 0.24% 96
2016
Q4 		$5.33M Sell
34,622
-590
-2% -$88.1K 0.18% 139
2016
Q3 		$5.24M Buy
35,212
+86
+0.2% +$12.5K 0.17% 132
2016
Q2 		$4.82M Sell
35,126
-1,272
-3% -$172K 0.17% 136
2016
Q1 		$4.83M Sell
36,398
-3,569
-9% -$445K 0.17% 135
2015
Q4 		$5.57M Sell
39,967
-2,025
-5% -$287K 0.2% 122
2015
Q3 		$5.63M Buy
41,992
+2,825
+7% +$418K 0.21% 110
2015
Q2 		$6.05M Sell
39,167
-1,201
-3% -$184K 0.21% 110
2015
Q1 		$6.12M Buy
40,368
+1,738
+4% +$253K 0.21% 114
2014
Q4 		$5.5M Sell
38,630
-24,487
-39% -$3.31M 0.19% 124
2014
Q3 		$8.19M Sell
63,117
-705
-1% -$94.5K 0.27% 83
2014
Q2 		$8.83M Buy
63,822
+12,759
+25% +$1.68M 0.28% 79
2014
Q1 		$6.95M Sell
51,063
-116
-0.2% -$15.9K 0.23% 101
2013
Q4 		$6.93M Buy
51,179
+65
+0.1% +$8.42K 0.23% 97
2013
Q3 		$6.43M Buy
51,114
+2,403
+5% +$290K 0.23% 98
2013
Q2 		$5.43M Buy
+48,711
New +$5.32M 0.21% 111

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

BOK Financial's IWO Position: Q2 2026 in Review

BOK Financial reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q2 2026, selling an estimated $150K and leaving 32,483 shares worth $12.8M. The position accounts for 0.18% of the portfolio, ranked #116.

BOK Financial first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • BOK Financial held 32,483 shares of iShares Russell 2000 Growth ETF worth $12.8M as of Q2 2026.
  • BOK Financial sold 410 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $150K.
  • iShares Russell 2000 Growth ETF made up 0.18% of BOK Financial's portfolio in Q2 2026, its #116 holding.
  • BOK Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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