Bank OZK’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bank OZK’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$267K	Buy	1,720 +193	+13%	+$31.8K	0.09%	133
2025 Q4	$256K	Sell	1,527 -152	-9%	-$25.4K	0.09%	138
2025 Q3	$276K	Hold	1,679	–	–	0.1%	133
2025 Q2	$253K	Hold	1,679	–	–	0.1%	132
2025 Q1	$213K	Buy	1,679 +71	+4%	+$9.82K	0.09%	136
2024 Q4	$224K	Sell	1,608 -98	-6%	-$13.4K	0.09%	139
2024 Q3	$225K	Hold	1,706	–	–	0.09%	142
2024 Q2	$217K	Buy	+1,706	New	+$203K	0.09%	144
2022 Q1	–	Sell	-1,940	Closed	-$224K	–	127
2021 Q4	$224K	Sell	1,940 -396	-17%	-$44.1K	0.09%	122
2021 Q3	$239K	Sell	2,336 -217	-8%	-$22.9K	0.11%	114
2021 Q2	$258K	Hold	2,553	–	–	0.11%	113
2021 Q1	$232K	Buy	+2,553	New	+$230K	0.11%	116

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank OZK's IUSG Position: Q1 2026 in Review

Bank OZK increased its iShares Core S&P US Growth ETF (IUSG) stake by 13% in Q1 2026, buying an estimated $31.8K and bringing the position to 1,720 shares worth $267K. The position accounts for 0.09% of the portfolio, ranked #133.

Bank OZK first reported a position in IUSG in Q1 2021 and has held it in 12 quarters since. The position peaked at $276K in Q3 2025. 862 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

Bank OZK held 1,720 shares of iShares Core S&P US Growth ETF worth $267K as of Q1 2026.
Bank OZK bought 193 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $31.8K.
iShares Core S&P US Growth ETF made up 0.09% of Bank OZK's portfolio in Q1 2026, its #133 holding.
Bank OZK first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 12 quarters since.
Bank OZK's iShares Core S&P US Growth ETF position peaked at $276K in Q3 2025.
862 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.