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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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