BOK Financial’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Hold |
2,000
| – | – | 0.01% | 498 |
|
|
2025
Q1 | $635K | Buy |
2,000
+300
| +18% | +$95.3K | 0.01% | 509 |
|
|
2024
Q4 | $563K | Hold |
1,700
| – | – | 0.01% | 528 |
|
|
2024
Q3 | $549K | Hold |
1,700
| – | – | 0.01% | 547 |
|
|
2024
Q2 | $525K | Buy |
+1,700
| New | +$525K | 0.01% | 591 |
|
|
2017
Q4 | – | Sell |
-846
| Closed | -$126K | – | 1020 |
|
|
2017
Q3 | $126K | Buy |
+846
| New | +$126K | ﹤0.01% | 914 |
|