Zions Bancorporation’s iShares Core S&P US Value ETF IUSV Stock Holding History

Zions Bancorporation’s Portfolio IUSV Stock Details IUSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$345K	Hold	3,727	–	–	0.02%	285
2024 Q3	$356K	Hold	3,727	–	–	0.03%	280
2024 Q2	$328K	Hold	3,727	–	–	0.03%	274
2024 Q1	$337K	Buy	3,727 +2,300	+161%	+$198K	0.02%	284
2023 Q4	$120K	Hold	1,427	–	–	0.01%	351
2023 Q3	$106K	Buy	+1,427	New	+$112K	0.01%	341
2022 Q2	–	Sell	-169	Closed	-$13K	–	1108
2022 Q1	$13K	Hold	169	–	–	﹤0.01%	759
2021 Q4	$13K	Buy	+169	New	+$12.5K	﹤0.01%	702
2021 Q1	–	Sell	-414	Closed	-$26K	–	973
2020 Q4	$26K	Hold	414	–	–	﹤0.01%	507
2020 Q3	$22K	Sell	414 -413	-50%	-$22.6K	﹤0.01%	518
2020 Q2	$43K	Buy	+827	New	+$42.2K	0.01%	368
2020 Q1	–	Sell	-1,023	Closed	-$64K	–	944
2019 Q4	$64K	Buy	+1,023	New	+$61.7K	0.01%	374

Other funds holding IUSV

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

BTI

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

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

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Zions Bancorporation's IUSV Position: Q4 2024 in Review

Zions Bancorporation held its iShares Core S&P US Value ETF (IUSV) position steady in Q4 2024 at 3,727 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #285.

Zions Bancorporation first reported a position in IUSV in Q4 2019 and has held it in 12 quarters since. The position peaked at $356K in Q3 2024. 723 funds tracked by Wall St. Rank hold IUSV as of Q4 2024.

Zions Bancorporation held 3,727 shares of iShares Core S&P US Value ETF worth $345K as of Q4 2024.
Zions Bancorporation left its iShares Core S&P US Value ETF share count unchanged in Q4 2024.
iShares Core S&P US Value ETF made up 0.02% of Zions Bancorporation's portfolio in Q4 2024, its #285 holding.
Zions Bancorporation first reported a position in iShares Core S&P US Value ETF in Q4 2019 and has held it in 12 quarters since.
Zions Bancorporation's iShares Core S&P US Value ETF position peaked at $356K in Q3 2024.
723 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q4 2024.

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