Bank OZK’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bank OZK’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-5,896	Closed	-$319K	–	135
2017 Q2	$319K	Hold	5,896	–	–	0.11%	106
2017 Q1	$306K	Hold	5,896	–	–	0.1%	102
2016 Q4	$287K	Buy	+5,896	New	+$284K	0.09%	104

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Bank OZK's IWP Position: Q3 2017 in Review

Bank OZK sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2017, closing a stake of 5,896 shares — an estimated $319K sold.

Bank OZK first reported a position in IWP in Q4 2016 and held it in 3 quarters. The position peaked at $319K in Q2 2017. 425 funds tracked by Wall St. Rank hold IWP as of Q3 2017.

Bank OZK reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
Bank OZK sold 5,896 iShares Russell Mid-Cap Growth ETF shares in Q3 2017, an estimated $319K.
Bank OZK first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and held it in 3 quarters.
Bank OZK's iShares Russell Mid-Cap Growth ETF position peaked at $319K in Q2 2017.
425 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2017.

Based on Bank OZK's 13F filing for Q3 2017, filed 1 Nov 2017.