BOK Financial Private Wealth’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.32M | Sell |
|
|||||
|
2025
Q2 | $3.07M | Hold |
|
|||||
|
2025
Q1 | $2.78M | Hold |
|
|||||
|
2024
Q4 | $2.93M | Sell |
|
|||||
|
2024
Q3 | $2.87M | Hold |
|
|||||
|
2024
Q2 | $2.71M | Hold |
|
|||||
|
2024
Q1 | $2.63M | Hold |
|
|||||
|
2023
Q4 | $2.4M | Hold |
|
|||||
|
2023
Q3 | $2.16M | Hold |
|
|||||
|
2023
Q2 | $2.23M | Sell |
|
|||||
|
2023
Q1 | $2.37M | Hold |
|
|||||
|
2022
Q4 | $2.23M | Buy |
|
|||||
|
2022
Q3 | $220K | Sell |
|
|||||
|
2022
Q2 | $284K | Buy |
|
|||||
|
2022
Q1 | $334K | Sell |
|
|||||
|
2021
Q4 | $461K | Hold |
|
|||||
|
2021
Q3 | $423K | Sell |
|
|||||
|
2021
Q2 | $428K | Sell |
|
|||||
|
2021
Q1 | $1.36M | Buy |
|
|||||
|
2020
Q4 | $1.24M | Sell |
|
|||||
|
2020
Q3 | $1.09M | Sell |
|
|||||
|
2020
Q2 | $1.09M | Sell |
|
|||||
|
2020
Q1 | $1.09M | Sell |
|
|||||
|
2019
Q4 | $8.35M | Sell |
|
|||||
|
2019
Q3 | $7.82M | Sell |
|
|||||
|
2019
Q2 | $10.2M | Sell |
|
|||||
|
2019
Q1 | $10.3M | Buy |
|
|||||
|
2018
Q4 | $8.37M | Buy |
|
|||||
|
2018
Q3 | $232K | Hold |
|
|||||
|
2018
Q2 | $219K | Hold |
|
|||||
|
2018
Q1 | $211K | Hold |
|
|||||
|
2017
Q4 | $213K | Hold |
|
|||||
|
2017
Q3 | $201K | Buy |
|
|||||
|
2016
Q1 | – | Sell |
|
|||||
|
2015
Q4 | $242K | Sell |
|
|||||
|
2015
Q3 | $847K | Hold |
|
|||||
|
2015
Q2 | $922K | Hold |
|
|||||
|
2015
Q1 | $921K | Sell |
|
|||||
|
2014
Q4 | $917K | Sell |
|
|||||
|
2014
Q3 | $882K | Sell |
|
|||||
|
2014
Q2 | $895K | Hold |
|
|||||
|
2014
Q1 | $853K | Hold |
|
|||||
|
2013
Q4 | $841K | Sell |
|
|||||
|
2013
Q3 | $802K | Sell |
|
|||||
|
2013
Q2 | $765K | Buy |
|