ZBNA
IWD icon

Zions Bancorporation, National Association’s iShares Russell 1000 Value ETF IWD Stock Holding History

Zions Bancorporation, National Association’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.69M Sell
15,201
-156
-1% -$36.3K 0.22% 74
2026
Q1 		$3.28M Buy
15,357
+3,656
+31% +$801K 0.21% 70
2025
Q4 		$2.46M Sell
11,701
-61
-0.5% -$12.6K 0.11% 125
2025
Q3 		$2.39M Hold
11,762
– – 0.12% 124
2025
Q2 		$2.28M Sell
11,762
-207
-2% -$38.3K 0.12% 144
2025
Q1 		$2.25M Buy
+11,969
New +$2.28M 0.14% 137

Other funds holding IWD

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

Zions Bancorporation, National Association reduced its iShares Russell 1000 Value ETF (IWD) stake by 1% in Q2 2026, selling an estimated $36.3K and leaving 15,201 shares worth $3.69M. The position accounts for 0.22% of the portfolio, ranked #74.

Zions Bancorporation, National Association first reported a position in IWD in Q1 2025 and has held it in 6 quarters since. 1,000 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Zions Bancorporation, National Association held 15,201 shares of iShares Russell 1000 Value ETF worth $3.69M as of Q2 2026.
  • Zions Bancorporation, National Association sold 156 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $36.3K.
  • iShares Russell 1000 Value ETF made up 0.22% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #74 holding.
  • Zions Bancorporation, National Association first reported a position in iShares Russell 1000 Value ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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