Zions Bancorporation, National Association’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$299K	Hold	1,318	–	–	0.02%	326
2026 Q1	$278K	Hold	1,318	–	–	0.02%	311
2025 Q4	$280K	Hold	1,318	–	–	0.01%	383
2025 Q3	$272K	Hold	1,318	–	–	0.01%	344
2025 Q2	$258K	Hold	1,318	–	–	0.01%	319
2025 Q1	$251K	Buy	+1,318	New	+$255K	0.02%	310

Other funds holding IVE

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

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

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

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

Zions Bancorporation, National Association held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 1,318 shares worth $299K. The position accounts for 0.02% of the portfolio, ranked #326.

Zions Bancorporation, National Association first reported a position in IVE in Q1 2025 and has held it in 6 quarters since. 911 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Zions Bancorporation, National Association held 1,318 shares of iShares S&P 500 Value ETF worth $299K as of Q2 2026.
Zions Bancorporation, National Association left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #326 holding.
Zions Bancorporation, National Association first reported a position in iShares S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
911 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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