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