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 Q2	$573K	Sell	4,166 -102	-2%	-$13.5K	0.17%	105
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 $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank OZK's IVW Position: Q2 2026 in Review

Bank OZK reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.4% in Q2 2026, selling an estimated $13.5K and leaving 4,166 shares worth $573K. 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 17 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bank OZK held 4,166 shares of iShares S&P 500 Growth ETF worth $573K as of Q2 2026.
Bank OZK sold 102 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $13.5K.
iShares S&P 500 Growth ETF made up 0.17% of Bank OZK's portfolio in Q2 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 17 quarters since.
2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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