Zions Bancorporation’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Zions Bancorporation’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.09M	Hold	7,806	–	–	0.07%	217
2024 Q3	$1.03M	Hold	7,806	–	–	0.08%	196
2024 Q2	$995K	Hold	7,806	–	–	0.08%	186
2024 Q1	$915K	Buy	7,806 +5,921	+314%	+$659K	0.07%	213
2023 Q4	$196K	Hold	1,885	–	–	0.01%	319
2023 Q3	$179K	Buy	+1,885	New	+$185K	0.02%	313
2022 Q2	–	Sell	-349	Closed	-$37K	–	1109
2022 Q1	$37K	Hold	349	–	–	﹤0.01%	558
2021 Q4	$40K	Buy	+349	New	+$38.9K	﹤0.01%	495
2021 Q1	–	Sell	-835	Closed	-$74K	–	974
2020 Q4	$74K	Hold	835	–	–	0.01%	344
2020 Q3	$67K	Hold	835	–	–	0.01%	329
2020 Q2	$60K	Buy	+835	New	+$55.5K	0.01%	317
2020 Q1	–	Sell	-1,009	Closed	-$68K	–	945
2019 Q4	$68K	Buy	+1,009	New	+$65.4K	0.01%	363

Other funds holding IUSG

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Zions Bancorporation's IUSG Position: Q4 2024 in Review

Zions Bancorporation held its iShares Core S&P US Growth ETF (IUSG) position steady in Q4 2024 at 7,806 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #217.

Zions Bancorporation first reported a position in IUSG in Q4 2019 and has held it in 12 quarters since. 774 funds tracked by Wall St. Rank hold IUSG as of Q4 2024.

Zions Bancorporation held 7,806 shares of iShares Core S&P US Growth ETF worth $1.09M as of Q4 2024.
Zions Bancorporation left its iShares Core S&P US Growth ETF share count unchanged in Q4 2024.
iShares Core S&P US Growth ETF made up 0.07% of Zions Bancorporation's portfolio in Q4 2024, its #217 holding.
Zions Bancorporation first reported a position in iShares Core S&P US Growth ETF in Q4 2019 and has held it in 12 quarters since.
774 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2024.

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