Zions Bancorporation, National Association’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Zions Bancorporation, National Association’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.17M	Buy	7,904 +184	+2%	+$25.3K	0.07%	141
2026 Q1	$960K	Hold	7,720	–	–	0.06%	170
2025 Q4	$928K	Sell	7,720 -5	-0.1%	-$598	0.04%	255
2025 Q3	$918K	Sell	7,725 -938	-11%	-$108K	0.05%	233
2025 Q2	$947K	Hold	8,663	–	–	0.05%	226
2025 Q1	$906K	Buy	+8,663	New	+$978K	0.06%	223

Other funds holding IJR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Zions Bancorporation, National Association's IJR Position: Q2 2026 in Review

Zions Bancorporation, National Association increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.4% in Q2 2026, buying an estimated $25.3K and bringing the position to 7,904 shares worth $1.17M. The position accounts for 0.07% of the portfolio, ranked #141.

Zions Bancorporation, National Association first reported a position in IJR in Q1 2025 and has held it in 6 quarters since. 1,734 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Zions Bancorporation, National Association held 7,904 shares of iShares Core S&P Small-Cap ETF worth $1.17M as of Q2 2026.
Zions Bancorporation, National Association bought 184 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $25.3K.
iShares Core S&P Small-Cap ETF made up 0.07% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #141 holding.
Zions Bancorporation, National Association first reported a position in iShares Core S&P Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,734 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.