Zions Bancorporation, National Association’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.39M	Hold	3,270	–	–	0.08%	129
2026 Q1	$1.21M	Hold	3,270	–	–	0.08%	141
2025 Q4	$1.26M	Hold	3,270	–	–	0.06%	210
2025 Q3	$1.24M	Hold	3,270	–	–	0.06%	202
2025 Q2	$1.15M	Hold	3,270	–	–	0.06%	213
2025 Q1	$1.04M	Buy	+3,270	New	+$1.1M	0.07%	213

Other funds holding IWV

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Bricktown Capital Detroit, Michigan $553M AUM 14.7% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

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

Zions Bancorporation, National Association held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 3,270 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #129.

Zions Bancorporation, National Association first reported a position in IWV in Q1 2025 and has held it in 6 quarters since. 509 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Zions Bancorporation, National Association held 3,270 shares of iShares Russell 3000 ETF worth $1.39M as of Q2 2026.
Zions Bancorporation, National Association left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.08% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #129 holding.
Zions Bancorporation, National Association first reported a position in iShares Russell 3000 ETF in Q1 2025 and has held it in 6 quarters since.
509 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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