BOK Financial Private Wealth’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Sell |
1,146
-460
| -29% | -$63.8K | 0.01% | 182 |
|
|
2025
Q1 | $189K | Sell |
1,606
-550
| -26% | -$64.6K | 0.01% | 175 |
|
|
2024
Q4 | $273K | Buy |
2,156
+460
| +27% | +$58.3K | 0.02% | 157 |
|
|
2024
Q3 | $199K | Hold |
1,696
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $187K | Hold |
1,696
| – | – | 0.01% | 170 |
|
|
2024
Q1 | $194K | Hold |
1,696
| – | – | 0.01% | 172 |
|
|
2023
Q4 | $177K | Hold |
1,696
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $155K | Hold |
1,696
| – | – | 0.01% | 168 |
|
|
2023
Q2 | $164K | Sell |
1,696
-57
| -3% | -$5.51K | 0.01% | 166 |
|
|
2023
Q1 | $160K | Hold |
1,753
| – | – | 0.01% | 169 |
|
|
2022
Q4 | $147K | Hold |
1,753
| – | – | 0.01% | 174 |
|
|
2022
Q3 | $137K | Hold |
1,753
| – | – | 0.01% | 185 |
|
|
2022
Q2 | $139K | Buy |
+1,753
| New | +$139K | 0.01% | 191 |
|
|
2022
Q1 | – | Sell |
-1,753
| Closed | -$202K | – | 325 |
|
|
2021
Q4 | $202K | Buy |
+1,753
| New | +$202K | 0.01% | 295 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$233K | – | 78 |
|
|
2014
Q4 | $233K | Buy |
+5,000
| New | +$233K | 0.04% | 71 |
|