BOK Financial Private Wealth’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.91M | Buy |
4,494
+76
| +2% | +$32.3K | 0.13% | 62 |
|
|
2025
Q1 | $1.6M | Hold |
4,418
| – | – | 0.12% | 69 |
|
|
2024
Q4 | $1.77M | Hold |
4,418
| – | – | 0.13% | 69 |
|
|
2024
Q3 | $1.66M | Buy |
4,418
+45
| +1% | +$16.9K | 0.12% | 79 |
|
|
2024
Q2 | $1.59M | Hold |
4,373
| – | – | 0.12% | 80 |
|
|
2024
Q1 | $1.47M | Sell |
4,373
-341
| -7% | -$115K | 0.11% | 89 |
|
|
2023
Q4 | $1.43M | Sell |
4,714
-74
| -2% | -$22.4K | 0.12% | 87 |
|
|
2023
Q3 | $1.28M | Sell |
4,788
-6
| -0.1% | -$1.6K | 0.11% | 88 |
|
|
2023
Q2 | $1.32M | Sell |
4,794
-220
| -4% | -$60.5K | 0.11% | 93 |
|
|
2023
Q1 | $1.23M | Sell |
5,014
-31
| -0.6% | -$7.57K | 0.1% | 98 |
|
|
2022
Q4 | $1.08M | Sell |
5,045
-7,225
| -59% | -$1.55M | 0.09% | 97 |
|
|
2022
Q3 | $2.58M | Sell |
12,270
-144
| -1% | -$30.3K | 0.23% | 66 |
|
|
2022
Q2 | $2.72M | Buy |
12,414
+68
| +0.6% | +$14.9K | 0.24% | 64 |
|
|
2022
Q1 | $3.43M | Sell |
12,346
-56
| -0.5% | -$15.5K | 0.24% | 65 |
|
|
2021
Q4 | $3.79M | Sell |
12,402
-251
| -2% | -$76.7K | 0.26% | 64 |
|
|
2021
Q3 | $3.47M | Hold |
12,653
| – | – | 0.28% | 60 |
|
|
2021
Q2 | $3.44M | Buy |
12,653
+925
| +8% | +$251K | 0.28% | 59 |
|
|
2021
Q1 | $2.85M | Buy |
11,728
+6,734
| +135% | +$1.64M | 0.26% | 67 |
|
|
2020
Q4 | $1.2M | Sell |
4,994
-16
| -0.3% | -$3.86K | 0.11% | 91 |
|
|
2020
Q3 | $1.09M | Sell |
5,010
-130
| -3% | -$28.2K | 0.11% | 93 |
|
|
2020
Q2 | $987K | Sell |
5,140
-177
| -3% | -$34K | 0.1% | 99 |
|
|
2020
Q1 | $801K | Sell |
5,317
-1,925
| -27% | -$290K | 0.1% | 106 |
|
|
2019
Q4 | $1.27M | Buy |
7,242
+865
| +14% | +$152K | 0.11% | 91 |
|
|
2019
Q3 | $1.02M | Buy |
6,377
+601
| +10% | +$95.9K | 0.14% | 50 |
|
|
2019
Q2 | $909K | Buy |
5,776
+16
| +0.3% | +$2.52K | 0.13% | 52 |
|
|
2019
Q1 | $872K | Sell |
5,760
-2,150
| -27% | -$325K | 0.12% | 52 |
|
|
2018
Q4 | $1.04M | Hold |
7,910
| – | – | 0.14% | 47 |
|
|
2018
Q3 | $1.23M | Sell |
7,910
-500
| -6% | -$78K | 0.2% | 34 |
|
|
2018
Q2 | $1.21M | Hold |
8,410
| – | – | 0.2% | 33 |
|
|
2018
Q1 | $1.15M | Hold |
8,410
| – | – | 0.19% | 33 |
|
|
2017
Q4 | $1.13M | Buy |
8,410
+900
| +12% | +$121K | 0.18% | 36 |
|
|
2017
Q3 | $939K | Buy |
7,510
+1,250
| +20% | +$156K | 0.15% | 39 |
|
|
2017
Q2 | $745K | Hold |
6,260
| – | – | 0.11% | 54 |
|
|
2017
Q1 | $712K | Buy |
6,260
+1,500
| +32% | +$171K | 0.1% | 62 |
|
|
2016
Q4 | $499K | Hold |
4,760
| – | – | 0.08% | 76 |
|
|
2016
Q3 | $496K | Hold |
4,760
| – | – | 0.08% | 83 |
|
|
2016
Q2 | $478K | Buy |
+4,760
| New | +$478K | 0.08% | 82 |
|