BOK Financial Private Wealth’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Hold |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $600K | Hold |
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|
2024
Q4 | $624K | Buy |
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|
2024
Q3 | $138K | Sell |
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|
2024
Q2 | $136K | Hold |
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|
2024
Q1 | $141K | Sell |
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|
2023
Q4 | $132K | Sell |
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|
2023
Q3 | $140K | Buy |
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|
2023
Q2 | $16.4K | Hold |
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|
2023
Q1 | $15.7K | Hold |
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|
2022
Q4 | $15.1K | Hold |
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|
2022
Q3 | $14K | Hold |
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|
2022
Q2 | $14K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $246K | Buy |
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