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IWX icon

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 $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 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 $18.5B AUM 19.51% 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 $282M AUM 12.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $449M AUM 19.77% 1-Year Est. Return