BOK Financial Private Wealth’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $107K | Sell |
373
-14
| -4% | -$4K | 0.01% | 206 |
|
2025
Q1 | $98.9K | Hold |
387
| – | – | 0.01% | 210 |
|
2024
Q4 | $111K | Buy |
387
+305
| +372% | +$87.8K | 0.01% | 200 |
|
2024
Q3 | $23.3K | Sell |
82
-11
| -12% | -$3.12K | ﹤0.01% | 329 |
|
2024
Q2 | $24.4K | Hold |
93
| – | – | ﹤0.01% | 326 |
|
2024
Q1 | $25.2K | Hold |
93
| – | – | ﹤0.01% | 315 |
|
2023
Q4 | $23.5K | Sell |
93
-33
| -26% | -$8.32K | ﹤0.01% | 311 |
|
2023
Q3 | $28.3K | Buy |
126
+33
| +35% | +$7.41K | ﹤0.01% | 274 |
|
2023
Q2 | $22.6K | Hold |
93
| – | – | ﹤0.01% | 283 |
|
2023
Q1 | $21.1K | Hold |
93
| – | – | ﹤0.01% | 303 |
|
2022
Q4 | $20K | Sell |
93
-20
| -18% | -$4.29K | ﹤0.01% | 298 |
|
2022
Q3 | $23K | Hold |
113
| – | – | ﹤0.01% | 300 |
|
2022
Q2 | $23K | Buy |
+113
| New | +$23K | ﹤0.01% | 309 |
|