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BOK Financial’s iShares Russell 3000 ETF IWV Stock Holding History

BOK Financial’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$809K Sell
1,898
-102
-5% -$42K 0.01% 468
2026
Q1 		$741K Hold
2,000
– – 0.01% 470
2025
Q4 		$774K Hold
2,000
– – 0.01% 470
2025
Q3 		$758K Hold
2,000
– – 0.01% 479
2025
Q2 		$702K Hold
2,000
– – 0.01% 498
2025
Q1 		$635K Buy
2,000
+300
+18% +$101K 0.01% 509
2024
Q4 		$563K Hold
1,700
– – 0.01% 528
2024
Q3 		$549K Hold
1,700
– – 0.01% 547
2024
Q2 		$525K Buy
+1,700
New +$507K 0.01% 591
2017
Q4 		– Sell
-846
Closed -$126K – 1019
2017
Q3 		$126K Buy
+846
New +$124K ﹤0.01% 914

Other funds holding IWV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BOK Financial's IWV Position: Q2 2026 in Review

BOK Financial reduced its iShares Russell 3000 ETF (IWV) stake by 5.1% in Q2 2026, selling an estimated $42K and leaving 1,898 shares worth $809K. The position accounts for 0.01% of the portfolio, ranked #468.

BOK Financial first reported a position in IWV in Q3 2017 and has held it in 10 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • BOK Financial held 1,898 shares of iShares Russell 3000 ETF worth $809K as of Q2 2026.
  • BOK Financial sold 102 iShares Russell 3000 ETF shares in Q2 2026, an estimated $42K.
  • iShares Russell 3000 ETF made up 0.01% of BOK Financial's portfolio in Q2 2026, its #468 holding.
  • BOK Financial first reported a position in iShares Russell 3000 ETF in Q3 2017 and has held it in 10 quarters since.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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