iShares Trust - iShares Russell Top 200 Growth ETF
US ˙ ARCA ˙ US4642894384

SecurityIWY / iShares Trust - iShares Russell Top 200 Growth ETF
InstitutionBOK Financial Private Wealth, Inc.
Latest Disclosed Ownership195 shares
Latest Disclosed Value $ 48,524
BOK Financial Private Wealth, Inc. ownership in IWY / iShares Trust - iShares Russell Top 200 Growth ETF

On May 12, 2026 - BOK Financial Private Wealth, Inc. filed a 13F-HR form disclosing ownership of 195 shares of iShares Trust - iShares Russell Top 200 Growth ETF (US:IWY) valued at $48,524 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 195 shares of iShares Trust - iShares Russell Top 200 Growth ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $57,847 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F ISHARES TR RUS TP200 GR ETF 464289438 195 0 0.00 49 -11.11 0.0029
2026-02-06 2025-12-31 13F ISHARES TR RUS TP200 GR ETF 464289438 195 -313 -61.61 54 -61.15 0.0033
2025-11-07 2025-09-30 13F ISHARES TR RUS TP200 GR ETF 464289438 508 -59 -10.41 139 0.00 0.0087
2025-08-07 2025-06-30 13F ISHARES TR RUS TP200 GR ETF 464289438 567 0 0.00 140 16.81 0.0093
2025-05-14 2025-03-31 13F ISHARES TR RUS TP200 GR ETF 464289438 567 0 0.00 120 -10.53 0.0090
2025-02-07 2024-12-31 13F ISHARES TR RUS TP200 GR ETF 464289438 567 -806 -58.70 133 -55.96 0.0097
2024-11-13 2024-09-30 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 0 0.00 302 2.72 0.0219
2024-08-14 2024-06-30 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 0 0.00 295 10.11 0.0214
2024-05-01 2024-03-31 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 0 0.00 268 11.25 0.0200
2024-01-30 2023-12-31 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 0 0.00 241 13.74 0.0196
2023-10-13 2023-09-30 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 0 0.00 212 -2.76 0.0185
2023-08-08 2023-06-30 13F ISHARES TR RUS TP200 GR ETF 464289438 1,373 -200 -12.71 218 -0.46 0.0177
2023-04-24 2023-03-31 13F ISHARES TR RUS TP200 GR ETF 464289438 1,573 0 0.00 219 15.34 0.0176
2023-02-02 2022-12-31 13F ISHARES TR RUS TP200 GR ETF 464289438 1,573 -420 -21.07 190 -20.59 0.0157
2022-11-07 2022-09-30 13F/A-1 ISHARES TR RUS TP200 GR ETF 464289438 1,993 0 0.00 238 -4.80 0.0214
2022-11-04 2022-09-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 334 203 0.0283
2022-08-15 2022-06-30 13F ISHARES TR RUS TP200 GR ETF 464289438 1,993 0 0.00 250 -21.14 0.0222
2022-05-09 2022-03-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 1,993 0 0.00 317 -8.38 0.0225
2022-02-15 2021-12-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 1,993 0 0.00 346 13.82 0.0238
2021-11-15 2021-09-30 13F/A-1 ISHARES RUSSELL TOP 200 GROW COM 464289438 1,993 0 0.00 304 1.33 0.0242
2021-11-09 2021-09-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 334 203 0.0283
2021-08-03 2021-06-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 1,993 -334 -14.35 300 -4.15 0.0244
2021-05-12 2021-03-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 0 0.00 313 0.97 0.0285
2021-02-01 2020-12-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 0 0.00 310 9.93 0.0295
2020-11-06 2020-09-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 0 0.00 282 13.71 0.0294
2020-08-13 2020-06-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 2,327 248 0.0259
2020-05-07 2020-03-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 0 -2,327 -100.00 0 -100.00
2020-02-05 2019-12-31 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 0 0.00 225 10.84 0.0190
2019-11-08 2019-09-30 13F ISHARES RUSSELL TOP 200 GROW COM 464289438 2,327 2,327 203 0.0283
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.