BOK Financial Private Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Hold |
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|
2025
Q1 | $22.8K | Hold |
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|
2024
Q4 | $23.4K | Hold |
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|
2024
Q3 | $23.9K | Sell |
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|
2024
Q2 | $53.2K | Hold |
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|
2024
Q1 | $55.3K | Sell |
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|
2023
Q4 | $65.4K | Buy |
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|
2023
Q3 | $52.1K | Sell |
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|
2023
Q2 | $56K | Sell |
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|
2023
Q1 | $104K | Hold |
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|
2022
Q4 | $103K | Hold |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $121K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $345K | Sell |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $332K | Hold |
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|
2019
Q1 | $324K | Sell |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $662K | Sell |
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|
2018
Q2 | $742K | Sell |
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|
2018
Q1 | $726K | Sell |
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|
2017
Q4 | $836K | Hold |
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|
2017
Q3 | $797K | Hold |
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|
2017
Q2 | $789K | Sell |
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|
2017
Q1 | $841K | Sell |
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|
2016
Q4 | $849K | Sell |
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|
2016
Q3 | $1.05M | Sell |
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|
2016
Q2 | $1.26M | Buy |
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|
2016
Q1 | $284K | Sell |
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|
2015
Q4 | $315K | Hold |
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|
2015
Q3 | $308K | Hold |
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|
2015
Q2 | $339K | Hold |
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|
2015
Q1 | $345K | Hold |
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|
2014
Q4 | $339K | Hold |
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|
2014
Q3 | $321K | Hold |
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|
2014
Q2 | $333K | Hold |
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|
2014
Q1 | $315K | Hold |
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|
2013
Q4 | $302K | Hold |
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|
2013
Q3 | $280K | Sell |
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|
2013
Q2 | $313K | Buy |
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