Bank OZK’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Bank OZK’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,544	Closed	-$381K	–	145
2023 Q2	$381K	Buy	5,544 +568	+11%	+$36.1K	0.18%	113
2023 Q1	$304K	Buy	4,976 +96	+2%	+$5.53K	0.15%	106
2022 Q4	$261K	Hold	4,880	–	–	0.13%	111
2022 Q3	$256K	Buy	+4,880	New	+$287K	0.14%	110
2017 Q4	–	Sell	-8,600	Closed	-$269K	–	138
2017 Q3	$269K	Hold	8,600	–	–	0.11%	105
2017 Q2	$256K	Hold	8,600	–	–	0.09%	114
2017 Q1	$245K	Hold	8,600	–	–	0.08%	108
2016 Q4	$226K	Buy	+8,600	New	+$223K	0.07%	118

Other funds holding IWF

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank OZK's IWF Position: Q3 2023 in Review

Bank OZK sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2023, closing a stake of 5,544 shares — an estimated $381K sold.

Bank OZK first reported a position in IWF in Q4 2016 and held it in 8 quarters. The position peaked at $381K in Q2 2023. 1,776 funds tracked by Wall St. Rank hold IWF as of Q3 2023.

Bank OZK reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2023 after selling out during the quarter.
Bank OZK sold 5,544 iShares Russell 1000 Growth ETF shares in Q3 2023, an estimated $381K.
Bank OZK first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and held it in 8 quarters.
Bank OZK's iShares Russell 1000 Growth ETF position peaked at $381K in Q2 2023.
1,776 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2023.

Based on Bank OZK's 13F filing for Q3 2023, filed 14 Nov 2023.