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IUSV icon

Zions Bancorporation, National Association’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zions Bancorporation, National Association’s Portfolio IUSV Stock Details IUSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
1,383
+496
+56% +$53.7K 0.01% 385
2026
Q1 		$90.7K Hold
887
– – 0.01% 425
2025
Q4 		$91K Sell
887
-2,300
-72% -$233K ﹤0.01% 528
2025
Q3 		$319K Sell
3,187
-540
-14% -$52.6K 0.02% 328
2025
Q2 		$353K Hold
3,727
– – 0.02% 295
2025
Q1 		$344K Buy
+3,727
New +$350K 0.02% 291

Other funds holding IUSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Zions Bancorporation, National Association increased its iShares Core S&P US Value ETF (IUSV) stake by 56% in Q2 2026, buying an estimated $53.7K and bringing the position to 1,383 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #385.

Zions Bancorporation, National Association first reported a position in IUSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $353K in Q2 2025. 453 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

  • Zions Bancorporation, National Association held 1,383 shares of iShares Core S&P US Value ETF worth $152K as of Q2 2026.
  • Zions Bancorporation, National Association bought 496 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $53.7K.
  • iShares Core S&P US Value ETF made up 0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #385 holding.
  • Zions Bancorporation, National Association first reported a position in iShares Core S&P US Value ETF in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's iShares Core S&P US Value ETF position peaked at $353K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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