Zions Bancorporation’s iShares Select Dividend ETF DVY Stock Holding History

Zions Bancorporation’s Portfolio DVY Stock Details DVY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$445K	Hold	3,390	–	–	0.03%	268
2024 Q3	$458K	Hold	3,390	–	–	0.03%	261
2024 Q2	$410K	Buy	+3,390	New	+$412K	0.03%	260
2022 Q2	–	Sell	-210	Closed	-$27K	–	1082
2022 Q1	$27K	Sell	210 -10,981	-98%	-$1.37M	﹤0.01%	620
2021 Q4	$1.37M	Buy	11,191 +10,981	+5,229%	+$1.31M	0.12%	103
2021 Q3	$24K	Hold	210	–	–	﹤0.01%	576
2021 Q2	$24K	Buy	+210	New	+$25K	﹤0.01%	548
2021 Q1	–	Sell	-2,160	Closed	-$208K	–	962
2020 Q4	$208K	Buy	+2,160	New	+$196K	0.03%	257
2020 Q1	–	Sell	-150	Closed	-$16K	–	920
2019 Q4	$16K	Sell	150 -477	-76%	-$49.1K	﹤0.01%	640
2019 Q3	$64K	Buy	627 +175	+39%	+$17.4K	0.01%	380
2019 Q2	$45K	Hold	452	–	–	0.01%	399
2019 Q1	$44K	Buy	+452	New	+$43.3K	0.01%	434
2018 Q2	–	Sell	-2,500	Closed	-$238K	–	509
2018 Q1	$238K	Hold	2,500	–	–	0.05%	114
2017 Q4	$246K	Sell	2,500 -12,508	-83%	-$1.2M	0.04%	139
2017 Q3	$1.41M	Buy	15,008 +12,508	+500%	+$1.16M	0.2%	69
2017 Q2	$231K	Buy	+2,500	New	+$230K	0.04%	137
2017 Q1	–	Sell	-285	Closed	-$25K	–	753
2016 Q4	$25K	Hold	285	–	–	﹤0.01%	336
2016 Q3	$24K	Sell	285 -772	-73%	-$66.6K	﹤0.01%	338
2016 Q2	$91K	Hold	1,057	–	–	0.02%	157
2016 Q1	$86K	Hold	1,057	–	–	0.02%	174
2015 Q4	$79K	Buy	+1,057	New	+$80.4K	0.01%	168
2015 Q2	–	Sell	-1,400	Closed	-$109K	–	391
2015 Q1	$109K	Buy	+1,400	New	+$111K	0.02%	160

Other funds holding DVY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zions Bancorporation's DVY Position: Q4 2024 in Review

Zions Bancorporation held its iShares Select Dividend ETF (DVY) position steady in Q4 2024 at 3,390 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #268.

Zions Bancorporation first reported a position in DVY in Q1 2015 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2017. 1,329 funds tracked by Wall St. Rank hold DVY as of Q4 2024.

Zions Bancorporation held 3,390 shares of iShares Select Dividend ETF worth $445K as of Q4 2024.
Zions Bancorporation left its iShares Select Dividend ETF share count unchanged in Q4 2024.
iShares Select Dividend ETF made up 0.03% of Zions Bancorporation's portfolio in Q4 2024, its #268 holding.
Zions Bancorporation first reported a position in iShares Select Dividend ETF in Q1 2015 and has held it in 22 quarters since.
Zions Bancorporation's iShares Select Dividend ETF position peaked at $1.41M in Q3 2017.
1,329 funds tracked by Wall St. Rank held iShares Select Dividend ETF as of Q4 2024.

Based on Zions Bancorporation's 13F filing for Q4 2024, filed 11 Feb 2025.