Bank OZK’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bank OZK’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$483K	Sell	4,268 -11	-0.3%	-$1.32K	0.17%	105
2025 Q4	$527K	Hold	4,279	–	–	0.19%	104
2025 Q3	$517K	Hold	4,279	–	–	0.18%	103
2025 Q2	$471K	Sell	4,279 -294	-6%	-$29.1K	0.18%	102
2025 Q1	$425K	Buy	4,573 +229	+5%	+$23.1K	0.18%	101
2024 Q4	$441K	Sell	4,344 -183	-4%	-$18.3K	0.18%	100
2024 Q3	$433K	Buy	4,527 +94	+2%	+$8.68K	0.18%	102
2024 Q2	$410K	Sell	4,433 -459	-9%	-$39.6K	0.18%	103
2024 Q1	$413K	Buy	4,892 +915	+23%	+$73.5K	0.18%	106
2023 Q4	$299K	Buy	3,977 +327	+9%	+$23.3K	0.15%	121
2023 Q3	$250K	Buy	3,650 +542	+17%	+$38.4K	0.14%	119
2023 Q2	$219K	Buy	+3,108	New	+$205K	0.1%	146
2022 Q2	–	Sell	-2,768	Closed	-$211K	–	121
2022 Q1	$211K	Hold	2,768	–	–	0.09%	122
2021 Q4	$232K	Hold	2,768	–	–	0.09%	120
2021 Q3	$204K	Sell	2,768 -190	-6%	-$14.5K	0.09%	122
2021 Q2	$215K	Buy	+2,958	New	+$205K	0.1%	119

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank OZK's IVW Position: Q1 2026 in Review

Bank OZK reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.26% in Q1 2026, selling an estimated $1.32K and leaving 4,268 shares worth $483K. The position accounts for 0.17% of the portfolio, ranked #105.

Bank OZK first reported a position in IVW in Q2 2021 and has held it in 16 quarters since. The position peaked at $527K in Q4 2025. 2,041 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Bank OZK held 4,268 shares of iShares S&P 500 Growth ETF worth $483K as of Q1 2026.
Bank OZK sold 11 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $1.32K.
iShares S&P 500 Growth ETF made up 0.17% of Bank OZK's portfolio in Q1 2026, its #105 holding.
Bank OZK first reported a position in iShares S&P 500 Growth ETF in Q2 2021 and has held it in 16 quarters since.
Bank OZK's iShares S&P 500 Growth ETF position peaked at $527K in Q4 2025.
2,041 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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