BOK Financial Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History

BOK Financial Private Wealth’s Portfolio IWX Stock Details IWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68K	Sell	647 -98	-13%	-$9.92K	﹤0.01%	255
2026 Q1	$69K	Hold	745	–	–	﹤0.01%	241
2025 Q4	$68.4K	Hold	745	–	–	﹤0.01%	256
2025 Q3	$65.5K	Hold	745	–	–	﹤0.01%	231
2025 Q2	$62.7K	Hold	745	–	–	﹤0.01%	233
2025 Q1	$61.2K	Hold	745	–	–	﹤0.01%	245
2024 Q4	$58.9K	Sell	745 -866	-54%	-$71K	﹤0.01%	251
2024 Q3	$131K	Hold	1,611	–	–	0.01%	194
2024 Q2	$121K	Hold	1,611	–	–	0.01%	196
2024 Q1	$123K	Hold	1,611	–	–	0.01%	194
2023 Q4	$113K	Hold	1,611	–	–	0.01%	193
2023 Q3	$106K	Hold	1,611	–	–	0.01%	186
2023 Q2	$109K	Sell	1,611 -200	-11%	-$13.2K	0.01%	187
2023 Q1	$118K	Hold	1,811	–	–	0.01%	186
2022 Q4	$118K	Hold	1,811	–	–	0.01%	182
2022 Q3	$105K	Hold	1,811	–	–	0.01%	199
2022 Q2	$112K	Buy	+1,811	New	+$119K	0.01%	200

Other funds holding IWX

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

FCAM

First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return

RPSA

Richard P. Slaughter Associates Austin, Texas $510M AUM 21.97% 1-Year Est. Return

BOK Financial Private Wealth's IWX Position: Q2 2026 in Review

BOK Financial Private Wealth reduced its iShares Russell Top 200 Value ETF (IWX) stake by 13% in Q2 2026, selling an estimated $9.92K and leaving 647 shares worth $68K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

BOK Financial Private Wealth first reported a position in IWX in Q2 2022 and has held it in 17 quarters since. The position peaked at $131K in Q3 2024. 269 funds tracked by Wall St. Rank hold IWX as of Q2 2026.

BOK Financial Private Wealth held 647 shares of iShares Russell Top 200 Value ETF worth $68K as of Q2 2026.
BOK Financial Private Wealth sold 98 iShares Russell Top 200 Value ETF shares in Q2 2026, an estimated $9.92K.
iShares Russell Top 200 Value ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #255 holding.
BOK Financial Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 17 quarters since.
BOK Financial Private Wealth's iShares Russell Top 200 Value ETF position peaked at $131K in Q3 2024.
269 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.