ZB
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Zions Bancorporation’s iShares S&P 500 Growth ETF IVW Stock Holding History

Zions Bancorporation’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$192K Hold
1,894
– – 0.01% 320
2024
Q3 		$181K Hold
1,894
– – 0.01% 332
2024
Q2 		$175K Buy
+1,894
New +$163K 0.01% 333
2022
Q2 		– Sell
-820
Closed -$63K – 1111
2022
Q1 		$63K Hold
820
– – 0.01% 479
2021
Q4 		$69K Hold
820
– – 0.01% 416
2021
Q3 		$61K Hold
820
– – 0.01% 431
2021
Q2 		$60K Buy
+820
New +$56.8K 0.01% 405
2016
Q3 		– Sell
-84
Closed -$3K – 861
2016
Q2 		$3K Buy
+84
New +$2.44K ﹤0.01% 647

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Zions Bancorporation's IVW Position: Q4 2024 in Review

Zions Bancorporation held its iShares S&P 500 Growth ETF (IVW) position steady in Q4 2024 at 1,894 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #320.

Zions Bancorporation first reported a position in IVW in Q2 2016 and has held it in 8 quarters since. 1,869 funds tracked by Wall St. Rank hold IVW as of Q4 2024.

  • Zions Bancorporation held 1,894 shares of iShares S&P 500 Growth ETF worth $192K as of Q4 2024.
  • Zions Bancorporation left its iShares S&P 500 Growth ETF share count unchanged in Q4 2024.
  • iShares S&P 500 Growth ETF made up 0.01% of Zions Bancorporation's portfolio in Q4 2024, its #320 holding.
  • Zions Bancorporation first reported a position in iShares S&P 500 Growth ETF in Q2 2016 and has held it in 8 quarters since.
  • 1,869 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2024.

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