BOK Financial Private Wealth’s iShares Russell Top 200 Growth ETF IWY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Hold |
567
| – | – | 0.01% | 190 |
|
|
2025
Q1 | $120K | Hold |
567
| – | – | 0.01% | 198 |
|
|
2024
Q4 | $133K | Sell |
567
-806
| -59% | -$190K | 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% | -$31.7K | 0.02% | 151 |
|
|
2023
Q1 | $219K | Hold |
1,573
| – | – | 0.02% | 153 |
|
|
2022
Q4 | $190K | Sell |
1,573
-420
| -21% | -$50.6K | 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% | -$50.3K | 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 | +$248K | 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 |
|