Zions Bancorporation, National Association’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Buy	36,502 +29,578	+427%	+$10.8M	0.86%	12
2026 Q1	$2.17M	Sell	6,924 -4,655	-40%	-$1.55M	0.14%	96
2025 Q4	$3.74M	Buy	11,579 +4,572	+65%	+$1.49M	0.17%	88
2025 Q3	$2.24M	Sell	7,007 -5,120	-42%	-$1.54M	0.11%	133
2025 Q2	$3.47M	Buy	12,127 +7,526	+164%	+$1.98M	0.19%	101
2025 Q1	$1.18M	Buy	+4,601	New	+$1.3M	0.07%	205

Other funds holding IWO

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

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Zions Bancorporation, National Association increased its iShares Russell 2000 Growth ETF (IWO) stake by 427% in Q2 2026, buying an estimated $10.8M and bringing the position to 36,502 shares worth $14.4M. The position accounts for 0.86% of the portfolio, ranked #12.

Zions Bancorporation, National Association first reported a position in IWO in Q1 2025 and has held it in 6 quarters since. 623 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Zions Bancorporation, National Association held 36,502 shares of iShares Russell 2000 Growth ETF worth $14.4M as of Q2 2026.
Zions Bancorporation, National Association bought 29,578 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $10.8M.
iShares Russell 2000 Growth ETF made up 0.86% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #12 holding.
Zions Bancorporation, National Association first reported a position in iShares Russell 2000 Growth ETF in Q1 2025 and has held it in 6 quarters since.
623 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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