Zions Bancorporation’s iShares S&P 500 Value ETF IVE Stock Holding History

Zions Bancorporation’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$149K	Hold	781	–	–	0.01%	342
2024 Q3	$154K	Hold	781	–	–	0.01%	344
2024 Q2	$142K	Buy	+781	New	+$142K	0.01%	349
2022 Q2	–	Sell	-205	Closed	-$32K	–	1110
2022 Q1	$32K	Hold	205	–	–	﹤0.01%	584
2021 Q4	$32K	Sell	205 -892	-81%	-$136K	﹤0.01%	530
2021 Q3	$160K	Buy	1,097 +892	+435%	+$133K	0.02%	320
2021 Q2	$30K	Buy	+205	New	+$30.2K	﹤0.01%	506
2016 Q3	–	Sell	-3	Closed	–	–	860
2016 Q2	$0	Buy	+3	New	+$275	﹤0.01%	871

Other funds holding IVE

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

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

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

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

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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Zions Bancorporation's IVE Position: Q4 2024 in Review

Zions Bancorporation held its iShares S&P 500 Value ETF (IVE) position steady in Q4 2024 at 781 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #342.

Zions Bancorporation first reported a position in IVE in Q2 2016 and has held it in 8 quarters since. The position peaked at $160K in Q3 2021. 1,551 funds tracked by Wall St. Rank hold IVE as of Q4 2024.

Zions Bancorporation held 781 shares of iShares S&P 500 Value ETF worth $149K as of Q4 2024.
Zions Bancorporation left its iShares S&P 500 Value ETF share count unchanged in Q4 2024.
iShares S&P 500 Value ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #342 holding.
Zions Bancorporation first reported a position in iShares S&P 500 Value ETF in Q2 2016 and has held it in 8 quarters since.
Zions Bancorporation's iShares S&P 500 Value ETF position peaked at $160K in Q3 2021.
1,551 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2024.

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