Zions Bancorporation, National Association’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.32M	Sell	28,554 -5,906	-17%	-$1.24M	0.38%	43
2026 Q1	$6.53M	Sell	34,460 -104,081	-75%	-$20.1M	0.42%	41
2025 Q4	$25.1M	Sell	138,541 -238	-0.2%	-$42.8K	1.16%	15
2025 Q3	$24.5M	Sell	138,779 -130,707	-49%	-$22.1M	1.21%	15
2025 Q2	$42.5M	Buy	269,486 +258,800	+2,422%	+$38.5M	2.28%	9
2025 Q1	$1.61M	Buy	+10,686	New	+$1.73M	0.1%	172

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Zions Bancorporation, National Association reduced its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q2 2026, selling an estimated $1.24M and leaving 28,554 shares worth $6.32M. The position accounts for 0.38% of the portfolio, ranked #43.

Zions Bancorporation, National Association first reported a position in IWN in Q1 2025 and has held it in 6 quarters since. The position peaked at $42.5M in Q2 2025. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Zions Bancorporation, National Association held 28,554 shares of iShares Russell 2000 Value ETF worth $6.32M as of Q2 2026.
Zions Bancorporation, National Association sold 5,906 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $1.24M.
iShares Russell 2000 Value ETF made up 0.38% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #43 holding.
Zions Bancorporation, National Association first reported a position in iShares Russell 2000 Value ETF in Q1 2025 and has held it in 6 quarters since.
Zions Bancorporation, National Association's iShares Russell 2000 Value ETF position peaked at $42.5M in Q2 2025.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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