Bank OZK’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bank OZK’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$304K	Hold	970	–	–	0.11%	123
2025 Q4	$313K	Hold	970	–	–	0.11%	126
2025 Q3	$310K	Hold	970	–	–	0.11%	122
2025 Q2	$277K	Hold	970	–	–	0.11%	127
2025 Q1	$248K	Hold	970	–	–	0.1%	129
2024 Q4	$279K	Hold	970	–	–	0.12%	126
2024 Q3	$275K	Buy	970 +10	+1%	+$2.74K	0.11%	131
2024 Q2	$252K	Hold	960	–	–	0.11%	136
2024 Q1	$260K	Hold	960	–	–	0.12%	138
2023 Q4	$242K	Hold	960	–	–	0.12%	132
2023 Q3	$215K	Sell	960 -355	-27%	-$85K	0.12%	130
2023 Q2	$319K	Sell	1,315 -440	-25%	-$101K	0.15%	122
2023 Q1	$398K	Hold	1,755	–	–	0.2%	93
2022 Q4	$376K	Hold	1,755	–	–	0.19%	95
2022 Q3	$363K	Buy	+1,755	New	+$395K	0.2%	94
2020 Q4	–	Sell	-1,500	Closed	-$332K	–	124
2020 Q3	$332K	Sell	1,500 -18	-1%	-$3.94K	0.18%	96
2020 Q2	$314K	Hold	1,518	–	–	0.18%	98
2020 Q1	$240K	Hold	1,518	–	–	0.13%	108
2019 Q4	$325K	Hold	1,518	–	–	0.13%	110
2019 Q3	$293K	Hold	1,518	–	–	0.13%	110
2019 Q2	$305K	Hold	1,518	–	–	0.13%	111
2019 Q1	$299K	Hold	1,518	–	–	0.13%	110
2018 Q4	$255K	Hold	1,518	–	–	0.13%	111
2018 Q3	$326K	Hold	1,518	–	–	0.13%	111
2018 Q2	$310K	Hold	1,518	–	–	0.12%	114
2018 Q1	$289K	Hold	1,518	–	–	0.11%	108
2017 Q4	$283K	Sell	1,518 -540	-26%	-$98.6K	0.11%	111
2017 Q3	$368K	Sell	2,058 -1,926	-48%	-$327K	0.15%	96
2017 Q2	$672K	Hold	3,984	–	–	0.24%	79
2017 Q1	$644K	Hold	3,984	–	–	0.21%	77
2016 Q4	$613K	Buy	3,984 +2,466	+162%	+$368K	0.2%	72
2016 Q3	$226K	Hold	1,518	–	–	0.08%	116
2016 Q2	$208K	Hold	1,518	–	–	0.08%	118
2016 Q1	$201K	Hold	1,518	–	–	0.07%	129
2015 Q4	$211K	Sell	1,518 -9	-0.6%	-$1.28K	0.07%	117
2015 Q3	$205K	Buy	1,527 +9	+0.6%	+$1.33K	0.08%	112
2015 Q2	$235K	Hold	1,518	–	–	0.08%	113
2015 Q1	$230K	Hold	1,518	–	–	0.08%	117
2014 Q4	$216K	Buy	+1,518	New	+$205K	0.07%	120
2014 Q3	–	Sell	-7,039	Closed	-$974K	–	124
2014 Q2	$974K	Buy	+7,039	New	+$925K	0.34%	38

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Bank OZK's IWO Position: Q1 2026 in Review

Bank OZK held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 970 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #123.

Bank OZK first reported a position in IWO in Q2 2014 and has held it in 40 quarters since. The position peaked at $974K in Q2 2014. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

Bank OZK held 970 shares of iShares Russell 2000 Growth ETF worth $304K as of Q1 2026.
Bank OZK left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.11% of Bank OZK's portfolio in Q1 2026, its #123 holding.
Bank OZK first reported a position in iShares Russell 2000 Growth ETF in Q2 2014 and has held it in 40 quarters since.
Bank OZK's iShares Russell 2000 Growth ETF position peaked at $974K in Q2 2014.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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