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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Hold	1,894	–	–	0.02%	335
2026 Q1	$214K	Hold	1,894	–	–	0.01%	335
2025 Q4	$233K	Hold	1,894	–	–	0.01%	407
2025 Q3	$229K	Hold	1,894	–	–	0.01%	362
2025 Q2	$209K	Hold	1,894	–	–	0.01%	339
2025 Q1	$176K	Buy	+1,894	New	+$191K	0.01%	338

Other funds holding IVW

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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

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

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

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

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

Zions Bancorporation, National Association held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 1,894 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #335.

Zions Bancorporation, National Association first reported a position in IVW in Q1 2025 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Zions Bancorporation, National Association held 1,894 shares of iShares S&P 500 Growth ETF worth $260K as of Q2 2026.
Zions Bancorporation, National Association left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.02% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #335 holding.
Zions Bancorporation, National Association first reported a position in iShares S&P 500 Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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