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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank OZK's IWM Position: Q1 2026 in Review

Bank OZK reduced its iShares Russell 2000 ETF (IWM) stake by 4.7% in Q1 2026, selling an estimated $13.9K and leaving 1,092 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #131.

Bank OZK first reported a position in IWM in Q2 2019 and has held it in 9 quarters since. The position peaked at $408K in Q1 2021. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Bank OZK held 1,092 shares of iShares Russell 2000 ETF worth $271K as of Q1 2026.
Bank OZK sold 54 iShares Russell 2000 ETF shares in Q1 2026, an estimated $13.9K.
iShares Russell 2000 ETF made up 0.1% of Bank OZK's portfolio in Q1 2026, its #131 holding.
Bank OZK first reported a position in iShares Russell 2000 ETF in Q2 2019 and has held it in 9 quarters since.
Bank OZK's iShares Russell 2000 ETF position peaked at $408K in Q1 2021.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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