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 Q2	$298K	Sell	1,582 -138	-8%	-$24.9K	0.09%	135
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bank OZK's IUSG Position: Q2 2026 in Review

Bank OZK reduced its iShares Core S&P US Growth ETF (IUSG) stake by 8% in Q2 2026, selling an estimated $24.9K and leaving 1,582 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #135.

Bank OZK first reported a position in IUSG in Q1 2021 and has held it in 13 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Bank OZK held 1,582 shares of iShares Core S&P US Growth ETF worth $298K as of Q2 2026.
Bank OZK sold 138 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $24.9K.
iShares Core S&P US Growth ETF made up 0.09% of Bank OZK's portfolio in Q2 2026, its #135 holding.
Bank OZK first reported a position in iShares Core S&P US Growth ETF in Q1 2021 and has held it in 13 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Bank OZK's 13F filing for Q2 2026, filed 17 Aug 2026.