BOK Financial Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $65.5K | Hold |
|
|||||
|
2025
Q2 | $62.7K | Hold |
|
|||||
|
2025
Q1 | $61.2K | Hold |
|
|||||
|
2024
Q4 | $58.9K | Sell |
|
|||||
|
2024
Q3 | $131K | Hold |
|
|||||
|
2024
Q2 | $121K | Hold |
|
|||||
|
2024
Q1 | $123K | Hold |
|
|||||
|
2023
Q4 | $113K | Hold |
|
|||||
|
2023
Q3 | $106K | Hold |
|
|||||
|
2023
Q2 | $109K | Sell |
|
|||||
|
2023
Q1 | $118K | Hold |
|
|||||
|
2022
Q4 | $118K | Hold |
|
|||||
|
2022
Q3 | $105K | Hold |
|
|||||
|
2022
Q2 | $112K | Buy |
|