BOK Financial Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$56.7K	Hold	195	–	–	﹤0.01%	269
2026 Q1	$48.5K	Hold	195	–	–	﹤0.01%	275
2025 Q4	$54K	Sell	195 -313	-62%	-$86.7K	﹤0.01%	276
2025 Q3	$139K	Sell	508 -59	-10%	-$15.3K	0.01%	187
2025 Q2	$140K	Hold	567	–	–	0.01%	190
2025 Q1	$120K	Hold	567	–	–	0.01%	198
2024 Q4	$133K	Sell	567 -806	-59%	-$185K	0.01%	190
2024 Q3	$302K	Hold	1,373	–	–	0.02%	153
2024 Q2	$295K	Hold	1,373	–	–	0.02%	154
2024 Q1	$268K	Hold	1,373	–	–	0.02%	160
2023 Q4	$241K	Hold	1,373	–	–	0.02%	153
2023 Q3	$212K	Hold	1,373	–	–	0.02%	152
2023 Q2	$218K	Sell	1,373 -200	-13%	-$29.2K	0.02%	151
2023 Q1	$219K	Hold	1,573	–	–	0.02%	153
2022 Q4	$190K	Sell	1,573 -420	-21%	-$52.2K	0.02%	159
2022 Q3	$238K	Hold	1,993	–	–	0.02%	161
2022 Q2	$250K	Hold	1,993	–	–	0.02%	163
2022 Q1	$317K	Hold	1,993	–	–	0.02%	228
2021 Q4	$346K	Hold	1,993	–	–	0.02%	207
2021 Q3	$304K	Hold	1,993	–	–	0.02%	189
2021 Q2	$300K	Sell	1,993 -334	-14%	-$47.8K	0.02%	179
2021 Q1	$313K	Hold	2,327	–	–	0.03%	153
2020 Q4	$310K	Hold	2,327	–	–	0.03%	150
2020 Q3	$282K	Hold	2,327	–	–	0.03%	144
2020 Q2	$248K	Buy	+2,327	New	+$228K	0.03%	147
2020 Q1	–	Sell	-2,327	Closed	-$225K	–	199
2019 Q4	$225K	Hold	2,327	–	–	0.02%	173
2019 Q3	$203K	Buy	+2,327	New	+$203K	0.03%	123

Other funds holding IWY

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FCBT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

BOK Financial Private Wealth held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q2 2026 at 195 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

BOK Financial Private Wealth first reported a position in IWY in Q3 2019 and has held it in 27 quarters since. The position peaked at $346K in Q4 2021. 686 funds tracked by Wall St. Rank hold IWY as of Q2 2026.

BOK Financial Private Wealth held 195 shares of iShares Russell Top 200 Growth ETF worth $56.7K as of Q2 2026.
BOK Financial Private Wealth left its iShares Russell Top 200 Growth ETF share count unchanged in Q2 2026.
iShares Russell Top 200 Growth ETF made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #269 holding.
BOK Financial Private Wealth first reported a position in iShares Russell Top 200 Growth ETF in Q3 2019 and has held it in 27 quarters since.
BOK Financial Private Wealth's iShares Russell Top 200 Growth ETF position peaked at $346K in Q4 2021.
686 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q2 2026.

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