Zions Bancorporation, National Association’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$96.9M	Buy	662,087 +157,356	+31%	+$21.7M	5.8%	4
2026 Q1	$64.7M	Buy	504,731 +3,296	+0.7%	+$446K	4.17%	5
2025 Q4	$68.7M	Buy	501,435 +26,125	+5%	+$3.65M	3.17%	6
2025 Q3	$67.7M	Sell	475,310 -20,693	-4%	-$2.92M	3.35%	5
2025 Q2	$68.8M	Sell	496,003 -8,047	-2%	-$1.02M	3.69%	4
2025 Q1	$59.2M	Buy	+504,050	New	+$64.8M	3.74%	4

Other funds holding IWP

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Zions Bancorporation, National Association increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 31% in Q2 2026, buying an estimated $21.7M and bringing the position to 662,087 shares worth $96.9M. The position accounts for 5.8% of the portfolio, ranked #4.

Zions Bancorporation, National Association first reported a position in IWP in Q1 2025 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Zions Bancorporation, National Association held 662,087 shares of iShares Russell Mid-Cap Growth ETF worth $96.9M as of Q2 2026.
Zions Bancorporation, National Association bought 157,356 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.7M.
iShares Russell Mid-Cap Growth ETF made up 5.8% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #4 holding.
Zions Bancorporation, National Association first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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