BOK Financial Private Wealth’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Sell |
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|
2025
Q1 | $626K | Hold |
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|
2024
Q4 | $616K | Hold |
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|
2024
Q3 | $632K | Hold |
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|
2024
Q2 | $581K | Hold |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $550K | Sell |
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|
2023
Q3 | $523K | Sell |
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|
2023
Q2 | $598K | Hold |
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|
2023
Q1 | $577K | Sell |
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|
2022
Q4 | $576K | Sell |
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|
2022
Q3 | $712K | Buy |
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|
2022
Q2 | $588K | Sell |
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|
2022
Q1 | $693K | Sell |
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|
2021
Q4 | $717K | Buy |
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|
2021
Q3 | $608K | Hold |
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|
2021
Q2 | $616K | Sell |
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|
2021
Q1 | $628K | Sell |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $489K | Sell |
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|
2020
Q2 | $512K | Sell |
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|
2020
Q1 | $778K | Sell |
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|
2019
Q4 | $1.66M | Buy |
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|
2019
Q3 | $605K | Buy |
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|
2019
Q2 | $505K | Sell |
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|
2019
Q1 | $514K | Sell |
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|
2018
Q4 | $584K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.03M | Sell |
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|
2018
Q1 | $1.11M | Sell |
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|
2017
Q4 | $1.23M | Buy |
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|
2017
Q3 | $598K | Sell |
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|
2017
Q2 | $673K | Hold |
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|
2017
Q1 | $664K | Buy |
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|
2016
Q4 | $544K | Buy |
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