ZB
ITOT icon

Zions Bancorporation’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Zions Bancorporation’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,412
Closed -$149K – 916
2023
Q4 		$149K Buy
+1,412
New +$138K 0.01% 337
2022
Q3 		– Sell
-2,346
Closed -$197K – 1002
2022
Q2 		$197K Buy
+2,346
New +$214K 0.02% 313
2020
Q2 		– Sell
-94
Closed -$5K – 953
2020
Q1 		$5K Buy
+94
New +$6.45K ﹤0.01% 700

Other funds holding ITOT

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Zions Bancorporation's ITOT Position: Q1 2024 in Review

Zions Bancorporation sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 1,412 shares — an estimated $149K sold.

Zions Bancorporation first reported a position in ITOT in Q1 2020 and held it in 3 quarters. The position peaked at $197K in Q2 2022. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

  • Zions Bancorporation reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Zions Bancorporation sold 1,412 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $149K.
  • Zions Bancorporation first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2020 and held it in 3 quarters.
  • Zions Bancorporation's iShares Core S&P Total US Stock Market ETF position peaked at $197K in Q2 2022.
  • 1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Zions Bancorporation's 13F filing for Q1 2024, filed 14 May 2024.