BOK Financial’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.4M | Sell |
166,518
-5,267
| -3% | -$554K | 0.25% | 78 |
|
|
2026
Q1 | $16.7M | Sell |
171,785
-98,491
| -36% | -$9.84M | 0.26% | 78 |
|
|
2025
Q4 | $26M | Buy |
270,276
+106,738
| +65% | +$10.3M | 0.4% | 50 |
|
|
2025
Q3 | $15.8M | Sell |
163,538
-4,019
| -2% | -$381K | 0.24% | 82 |
|
|
2025
Q2 | $15.4M | Sell |
167,557
-66
| -0% | -$5.7K | 0.25% | 76 |
|
|
2025
Q1 | $14.3M | Sell |
167,623
-23,586
| -12% | -$2.1M | 0.25% | 79 |
|
|
2024
Q4 | $16.8M | Buy |
191,209
+16,451
| +9% | +$1.49M | 0.28% | 68 |
|
|
2024
Q3 | $15.2M | Buy |
174,758
+599
| +0.3% | +$50.5K | 0.27% | 76 |
|
|
2024
Q2 | $14.1M | Buy |
174,159
+1,478
| +0.9% | +$120K | 0.25% | 77 |
|
|
2024
Q1 | $14.4M | Sell |
172,681
-71,513
| -29% | -$5.67M | 0.26% | 82 |
|
|
2023
Q4 | $19M | Buy |
244,194
+65,275
| +36% | +$4.64M | 0.37% | 57 |
|
|
2023
Q3 | $11.8M | Buy |
178,919
+7,407
| +4% | +$540K | 0.26% | 82 |
|
|
2023
Q2 | $12.5M | Sell |
171,512
-4,986
| -3% | -$347K | 0.26% | 91 |
|
|
2023
Q1 | $12.3M | Sell |
176,498
-44,681
| -20% | -$3.15M | 0.26% | 89 |
|
|
2022
Q4 | $14.9M | Sell |
221,179
-1,941
| -0.9% | -$131K | 0.28% | 79 |
|
|
2022
Q3 | $13.9M | Buy |
223,120
+19,171
| +9% | +$1.32M | 0.28% | 80 |
|
|
2022
Q2 | $13.2M | Buy |
203,949
+1,515
| +0.7% | +$108K | 0.25% | 88 |
|
|
2022
Q1 | $15.8M | Sell |
202,434
-174,989
| -46% | -$13.5M | 0.26% | 86 |
|
|
2021
Q4 | $31.3M | Sell |
377,423
-1,801
| -0.5% | -$148K | 0.48% | 46 |
|
|
2021
Q3 | $29.7M | Buy |
+379,224
| New | +$30.4M | 0.51% | 43 |
|
|
2021
Q1 | $28.6M | Sell |
387,475
-12,958
| -3% | -$937K | 0.52% | 42 |
|
|
2020
Q4 | $27.4M | Buy |
400,433
+1,480
| +0.4% | +$94.3K | 0.52% | 44 |
|
|
2020
Q3 | $22.9M | Buy |
398,953
+3,319
| +0.8% | +$189K | 0.5% | 48 |
|
|
2020
Q2 | $21.2M | Sell |
395,634
-9,893
| -2% | -$496K | 0.5% | 47 |
|
|
2020
Q1 | $17.5M | Sell |
405,527
-305,101
| -43% | -$16.8M | 0.5% | 45 |
|
|
2019
Q4 | $42.4M | Sell |
710,628
-29,643
| -4% | -$1.7M | 0.96% | 12 |
|
|
2019
Q3 | $41.4M | Sell |
740,271
-8,895
| -1% | -$497K | 1% | 12 |
|
|
2019
Q2 | $41.9M | Sell |
749,166
-21,893
| -3% | -$1.2M | 1.01% | 11 |
|
|
2019
Q1 | $41.6M | Buy |
771,059
+263,653
| +52% | +$13.7M | 1% | 11 |
|
|
2018
Q4 | $23.6M | Sell |
507,406
-22,166
| -4% | -$1.12M | 0.67% | 29 |
|
|
2018
Q3 | $29.2M | Buy |
529,572
+22,616
| +4% | +$1.24M | 0.73% | 20 |
|
|
2018
Q2 | $26.9M | Buy |
506,956
+1,216
| +0.2% | +$64K | 0.72% | 22 |
|
|
2018
Q1 | $26.1M | Sell |
505,740
-13,276
| -3% | -$700K | 0.74% | 18 |
|
|
2017
Q4 | $27M | Buy |
519,016
+15,268
| +3% | +$775K | 0.74% | 19 |
|
|
2017
Q3 | $24.8M | Buy |
503,748
+8,740
| +2% | +$422K | 0.72% | 19 |
|
|
2017
Q2 | $23.8M | Sell |
495,008
-4,512
| -0.9% | -$214K | 0.75% | 18 |
|
|
2017
Q1 | $23.4M | Sell |
499,520
-9,212
| -2% | -$427K | 0.73% | 20 |
|
|
2016
Q4 | $22.7M | Buy |
508,732
+3,100
| +0.6% | +$136K | 0.75% | 18 |
|
|
2016
Q3 | $22M | Buy |
505,632
+21,964
| +5% | +$952K | 0.73% | 18 |
|
|
2016
Q2 | $20.3M | Sell |
483,668
-63,280
| -12% | -$2.61M | 0.72% | 19 |
|
|
2016
Q1 | $22.3M | Sell |
546,948
-9,916
| -2% | -$377K | 0.81% | 14 |
|
|
2015
Q4 | $22.3M | Buy |
556,864
+76
| +0% | +$3.1K | 0.81% | 14 |
|
|
2015
Q3 | $21.7M | Sell |
556,788
-54,396
| -9% | -$2.25M | 0.81% | 15 |
|
|
2015
Q2 | $26M | Sell |
611,184
-93,428
| -13% | -$4.06M | 0.88% | 11 |
|
|
2015
Q1 | $30.5M | Buy |
704,612
+57,520
| +9% | +$2.45M | 1.03% | 11 |
|
|
2014
Q4 | $27M | Sell |
647,092
-45,808
| -7% | -$1.86M | 0.93% | 16 |
|
|
2014
Q3 | $27.4M | Buy |
692,900
+4,352
| +0.6% | +$175K | 0.92% | 14 |
|
|
2014
Q2 | $28M | Buy |
688,548
+99,292
| +17% | +$3.87M | 0.9% | 14 |
|
|
2014
Q1 | $22.8M | Buy |
589,256
+3,676
| +0.6% | +$139K | 0.76% | 18 |
|
|
2013
Q4 | $22M | Buy |
585,580
+1,152
| +0.2% | +$41.6K | 0.74% | 20 |
|
|
2013
Q3 | $20.3M | Buy |
584,428
+7,036
| +1% | +$240K | 0.74% | 20 |
|
|
2013
Q2 | $18.8M | Buy |
+577,392
| New | +$18.7M | 0.71% | 22 |
|
Other funds holding IWR
BOK Financial's IWR Position: Q2 2026 in Review
BOK Financial reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.1% in Q2 2026, selling an estimated $554K and leaving 166,518 shares worth $18.4M. The position accounts for 0.25% of the portfolio, ranked #78.
BOK Financial first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $42.4M in Q4 2019. 1,583 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- BOK Financial held 166,518 shares of iShares Russell Mid-Cap ETF worth $18.4M as of Q2 2026.
- BOK Financial sold 5,267 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $554K.
- iShares Russell Mid-Cap ETF made up 0.25% of BOK Financial's portfolio in Q2 2026, its #78 holding.
- BOK Financial first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- BOK Financial's iShares Russell Mid-Cap ETF position peaked at $42.4M in Q4 2019.
- 1,583 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.