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BOK Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

BOK Financial’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-304
Closed -$19.3K – 1286
2023
Q3 		$19.3K Buy
+304
New +$20.6K ﹤0.01% 849

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

BOK Financial's IWX Position: Q4 2023 in Review

BOK Financial sold out of iShares Russell Top 200 Value ETF (IWX) in Q4 2023, closing a stake of 304 shares — an estimated $19.3K sold.

BOK Financial first reported a position in IWX in Q3 2023 and held it in 1 quarter. The position peaked at $19.3K in Q3 2023. 146 funds tracked by Wall St. Rank hold IWX as of Q4 2023.

  • BOK Financial reported no remaining iShares Russell Top 200 Value ETF position as of Q4 2023 after selling out during the quarter.
  • BOK Financial sold 304 iShares Russell Top 200 Value ETF shares in Q4 2023, an estimated $19.3K.
  • BOK Financial first reported a position in iShares Russell Top 200 Value ETF in Q3 2023 and held it in 1 quarter.
  • BOK Financial's iShares Russell Top 200 Value ETF position peaked at $19.3K in Q3 2023.
  • 146 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q4 2023.

Based on BOK Financial's 13F filing for Q4 2023, filed 14 Feb 2024.