BOK Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

BOK Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32.6M	Sell	222,647 -2,937	-1%	-$405K	0.45%	52
2026 Q1	$28.9M	Buy	225,584 +41,108	+22%	+$5.56M	0.44%	48
2025 Q4	$25.3M	Buy	184,476 +7,672	+4%	+$1.07M	0.39%	53
2025 Q3	$25.2M	Buy	176,804 +2,806	+2%	+$397K	0.38%	53
2025 Q2	$24.1M	Buy	173,998 +10,790	+7%	+$1.36M	0.39%	52
2025 Q1	$19.2M	Buy	163,208 +29,532	+22%	+$3.8M	0.34%	57
2024 Q4	$17M	Buy	133,676 +814	+0.6%	+$103K	0.29%	66
2024 Q3	$15.5M	Sell	132,862 -1,172	-0.9%	-$131K	0.28%	73
2024 Q2	$14.8M	Sell	134,034 -2,405	-2%	-$264K	0.27%	76
2024 Q1	$15.5M	Buy	136,439 +6,080	+5%	+$658K	0.28%	76
2023 Q4	$13.6M	Buy	130,359 +4,972	+4%	+$471K	0.27%	79
2023 Q3	$10.9M	Sell	125,387 -3,592	-3%	-$343K	0.24%	92
2023 Q2	$12.5M	Sell	128,979 -1,817	-1%	-$166K	0.25%	92
2023 Q1	$11.9M	Sell	130,796 -6,881	-5%	-$614K	0.25%	98
2022 Q4	$11.5M	Sell	137,677 -882	-0.6%	-$74.2K	0.21%	105
2022 Q3	$10.9M	Buy	138,559 +9,355	+7%	+$805K	0.22%	102
2022 Q2	$10.2M	Sell	129,204 -2,370	-2%	-$206K	0.2%	118
2022 Q1	$13.2M	Sell	131,574 -2,887	-2%	-$288K	0.22%	105
2021 Q4	$15.5M	Buy	134,461 +3,803	+3%	+$443K	0.24%	94
2021 Q3	$14.6M	Buy	+130,658	New	+$15M	0.25%	93
2021 Q1	$13.9M	Sell	136,066 -3,807	-3%	-$398K	0.25%	93
2020 Q4	$14.4M	Sell	139,873 -2,045	-1%	-$195K	0.27%	84
2020 Q3	$12.3M	Buy	141,918 +422	+0.3%	+$35.6K	0.27%	86
2020 Q2	$11.2M	Sell	141,496 -60,020	-30%	-$4.35M	0.26%	94
2020 Q1	$12.3M	Sell	201,516 -36,296	-15%	-$2.64M	0.35%	71
2019 Q4	$18.1M	Sell	237,812 -15,272	-6%	-$1.12M	0.41%	56
2019 Q3	$17.9M	Sell	253,084 -4,678	-2%	-$336K	0.43%	49
2019 Q2	$18.4M	Sell	257,762 -7,728	-3%	-$537K	0.44%	50
2019 Q1	$18M	Sell	265,490 -23,736	-8%	-$1.52M	0.43%	56
2018 Q4	$16.4M	Sell	289,226 -23,120	-7%	-$1.41M	0.47%	53
2018 Q3	$21.2M	Buy	312,346 +8,032	+3%	+$534K	0.53%	38
2018 Q2	$19.3M	Sell	304,314 -1,444	-0.5%	-$90.9K	0.52%	40
2018 Q1	$18.8M	Sell	305,758 -13,750	-4%	-$859K	0.53%	40
2017 Q4	$19.3M	Buy	319,508 +2,476	+0.8%	+$146K	0.53%	45
2017 Q3	$17.9M	Sell	317,032 -3,644	-1%	-$200K	0.52%	44
2017 Q2	$17.3M	Sell	320,676 -548	-0.2%	-$29.2K	0.55%	43
2017 Q1	$16.7M	Sell	321,224 -2,516	-0.8%	-$128K	0.52%	44
2016 Q4	$15.8M	Buy	323,740 +18,632	+6%	+$898K	0.52%	40
2016 Q3	$14.9M	Sell	305,108 -33,302	-10%	-$1.61M	0.49%	45
2016 Q2	$15.8M	Buy	338,410 +26,150	+8%	+$1.21M	0.56%	33
2016 Q1	$14.4M	Buy	312,260 +6,792	+2%	+$293K	0.52%	38
2015 Q4	$14M	Buy	305,468 +4,698	+2%	+$218K	0.51%	42
2015 Q3	$13.3M	Buy	300,770 +4,696	+2%	+$223K	0.5%	43
2015 Q2	$14.3M	Buy	296,074 +2,148	+0.7%	+$106K	0.49%	41
2015 Q1	$14.4M	Buy	293,926 +12,810	+5%	+$611K	0.48%	42
2014 Q4	$13.1M	Sell	281,116 -11,640	-4%	-$526K	0.45%	49
2014 Q3	$12.9M	Buy	292,756 +1,334	+0.5%	+$59.5K	0.43%	50
2014 Q2	$13.1M	Sell	291,422 -22,888	-7%	-$984K	0.42%	47
2014 Q1	$13.5M	Buy	314,310 +8,708	+3%	+$371K	0.45%	40
2013 Q4	$12.9M	Sell	305,602 -5,140	-2%	-$208K	0.43%	43
2013 Q3	$12.2M	Sell	310,742 -84,632	-21%	-$3.23M	0.44%	46
2013 Q2	$14.2M	Buy	+395,374	New	+$14.1M	0.54%	42

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

BOK Financial's IWP Position: Q2 2026 in Review

BOK Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.3% in Q2 2026, selling an estimated $405K and leaving 222,647 shares worth $32.6M. The position accounts for 0.45% of the portfolio, ranked #52.

BOK Financial first reported a position in IWP in Q2 2013 and has held it in 52 quarters since. 1,216 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

BOK Financial held 222,647 shares of iShares Russell Mid-Cap Growth ETF worth $32.6M as of Q2 2026.
BOK Financial sold 2,937 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $405K.
iShares Russell Mid-Cap Growth ETF made up 0.45% of BOK Financial's portfolio in Q2 2026, its #52 holding.
BOK Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
1,216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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