Bank OZK’s iShares Russell 2000 ETF IWM Stock Holding History

Bank OZK’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Sell	1,009 -83	-8%	-$23.3K	0.09%	131
2026 Q1	$271K	Sell	1,092 -54	-5%	-$13.9K	0.1%	131
2025 Q4	$282K	Sell	1,146 -52	-4%	-$12.8K	0.1%	132
2025 Q3	$290K	Buy	1,198 +84	+8%	+$19.3K	0.1%	127
2025 Q2	$240K	Buy	+1,114	New	+$224K	0.09%	135
2023 Q2	–	Sell	-1,337	Closed	-$239K	–	153
2023 Q1	$239K	Hold	1,337	–	–	0.12%	117
2022 Q4	$233K	Buy	+1,337	New	+$238K	0.12%	115
2021 Q2	–	Sell	-1,847	Closed	-$408K	–	126
2021 Q1	$408K	Buy	1,847 +707	+62%	+$154K	0.19%	95
2020 Q4	$224K	Buy	+1,140	New	+$199K	0.11%	115
2019 Q3	–	Sell	-1,401	Closed	-$218K	–	131
2019 Q2	$218K	Buy	+1,401	New	+$216K	0.09%	119

Other funds holding IWM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank OZK's IWM Position: Q2 2026 in Review

Bank OZK reduced its iShares Russell 2000 ETF (IWM) stake by 7.6% in Q2 2026, selling an estimated $23.3K and leaving 1,009 shares worth $303K. The position accounts for 0.09% of the portfolio, ranked #131.

Bank OZK first reported a position in IWM in Q2 2019 and has held it in 10 quarters since. The position peaked at $408K in Q1 2021. 2,737 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Bank OZK held 1,009 shares of iShares Russell 2000 ETF worth $303K as of Q2 2026.
Bank OZK sold 83 iShares Russell 2000 ETF shares in Q2 2026, an estimated $23.3K.
iShares Russell 2000 ETF made up 0.09% of Bank OZK's portfolio in Q2 2026, its #131 holding.
Bank OZK first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 10 quarters since.
Bank OZK's iShares Russell 2000 ETF position peaked at $408K in Q1 2021.
2,737 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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