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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
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 $26B AUM
Envestnet Portfolio Solutions
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

BOK Financial Private Wealth's IWX Position: Q1 2026 in Review

BOK Financial Private Wealth held its iShares Russell Top 200 Value ETF (IWX) position steady in Q1 2026 at 745 shares worth $69K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

BOK Financial Private Wealth first reported a position in IWX in Q2 2022 and has held it in 16 quarters since. The position peaked at $131K in Q3 2024. 253 funds tracked by Wall St. Rank hold IWX as of Q1 2026.

  • BOK Financial Private Wealth held 745 shares of iShares Russell Top 200 Value ETF worth $69K as of Q1 2026.
  • BOK Financial Private Wealth left its iShares Russell Top 200 Value ETF share count unchanged in Q1 2026.
  • iShares Russell Top 200 Value ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #241 holding.
  • BOK Financial Private Wealth first reported a position in iShares Russell Top 200 Value ETF in Q2 2022 and has held it in 16 quarters since.
  • BOK Financial Private Wealth's iShares Russell Top 200 Value ETF position peaked at $131K in Q3 2024.
  • 253 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.