BOK Financial Private Wealth’s iShares Russell Top 200 Value ETF IWX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$68.4K | ﹤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% | -$13.5K | 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 | +$112K | 0.01% | 200 |
|