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Zions Bancorporation’s iShares Russell 2000 Value ETF IWN Stock Holding History

Zions Bancorporation’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.58M Buy
9,628
+290
+3% +$49.5K 0.1% 178
2024
Q3 		$1.56M Sell
9,338
-27
-0.3% -$4.39K 0.11% 161
2024
Q2 		$1.43M Sell
9,365
-2,152
-19% -$329K 0.11% 140
2024
Q1 		$1.83M Sell
11,517
-113,254
-91% -$17.2M 0.13% 132
2023
Q4 		$19.4M Buy
124,771
+122,013
+4,424% +$16.9M 1.33% 11
2023
Q3 		$374K Sell
2,758
-1,983
-42% -$284K 0.03% 260
2023
Q2 		$668K Sell
4,741
-1,303
-22% -$176K 0.06% 228
2023
Q1 		$828K Sell
6,044
-38,683
-86% -$5.61M 0.07% 207
2022
Q4 		$6.2M Buy
44,727
+28,349
+173% +$4M 0.49% 29
2022
Q3 		$2.11M Sell
16,378
-12,896
-44% -$1.86M 0.22% 75
2022
Q2 		$3.99M Buy
29,274
+11,774
+67% +$1.75M 0.4% 38
2022
Q1 		$2.83M Buy
17,500
+6,133
+54% +$978K 0.25% 55
2021
Q4 		$1.89M Buy
11,367
+3,337
+42% +$556K 0.17% 72
2021
Q3 		$1.29M Sell
8,030
-378
-4% -$60.7K 0.13% 95
2021
Q2 		$1.39M Sell
8,408
-6,439
-43% -$1.06M 0.14% 77
2021
Q1 		$2.37M Hold
14,847
– – 0.27% 43
2020
Q4 		$1.96M Sell
14,847
-1,047
-7% -$124K 0.25% 45
2020
Q3 		$1.58M Sell
15,894
-1,596
-9% -$162K 0.22% 50
2020
Q2 		$1.71M Sell
17,490
-1,072
-6% -$97.5K 0.25% 49
2020
Q1 		$1.52M Buy
18,562
+441
+2% +$49.5K 0.27% 41
2019
Q4 		$2.33M Sell
18,121
-10,044
-36% -$1.24M 0.33% 28
2019
Q3 		$3.36M Sell
28,165
-4,239
-13% -$501K 0.48% 16
2019
Q2 		$3.9M Sell
32,404
-5,562
-15% -$672K 0.57% 13
2019
Q1 		$4.55M Buy
+37,966
New +$4.54M 0.74% 14
2018
Q2 		– Sell
-70,902
Closed -$8.64M – 574
2018
Q1 		$8.64M Sell
70,902
-17,905
-20% -$2.24M 1.89% 9
2017
Q4 		$11.2M Sell
88,807
-9,593
-10% -$1.2M 1.92% 11
2017
Q3 		$12.2M Sell
98,400
-2,136
-2% -$252K 1.76% 11
2017
Q2 		$12M Buy
100,536
+734
+0.7% +$86.3K 2.05% 13
2017
Q1 		$11.8M Buy
99,802
+1,107
+1% +$131K 2.22% 14
2016
Q4 		$11.7M Buy
98,695
+33,175
+51% +$3.67M 2.07% 14
2016
Q3 		$6.86M Sell
65,520
-41,364
-39% -$4.24M 1.3% 16
2016
Q2 		$10.4M Sell
106,884
-10,571
-9% -$1.01M 1.82% 15
2016
Q1 		$10.9M Sell
117,455
-5,467
-4% -$474K 1.97% 15
2015
Q4 		$11.3M Buy
122,922
+5,673
+5% +$539K 1.97% 15
2015
Q3 		$10.6M Buy
117,249
+72,790
+164% +$6.99M 1.94% 16
2015
Q2 		$4.53M Sell
44,459
-54,978
-55% -$5.66M 0.72% 24
2015
Q1 		$10.3M Buy
+99,437
New +$10M 1.76% 15

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Zions Bancorporation's IWN Position: Q4 2024 in Review

Zions Bancorporation increased its iShares Russell 2000 Value ETF (IWN) stake by 3.1% in Q4 2024, buying an estimated $49.5K and bringing the position to 9,628 shares worth $1.58M. The position accounts for 0.1% of the portfolio, ranked #178.

Zions Bancorporation first reported a position in IWN in Q1 2015 and has held it in 37 quarters since. The position peaked at $19.4M in Q4 2023. 1,058 funds tracked by Wall St. Rank hold IWN as of Q4 2024.

  • Zions Bancorporation held 9,628 shares of iShares Russell 2000 Value ETF worth $1.58M as of Q4 2024.
  • Zions Bancorporation bought 290 iShares Russell 2000 Value ETF shares in Q4 2024, an estimated $49.5K.
  • iShares Russell 2000 Value ETF made up 0.1% of Zions Bancorporation's portfolio in Q4 2024, its #178 holding.
  • Zions Bancorporation first reported a position in iShares Russell 2000 Value ETF in Q1 2015 and has held it in 37 quarters since.
  • Zions Bancorporation's iShares Russell 2000 Value ETF position peaked at $19.4M in Q4 2023.
  • 1,058 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2024.

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