ZB
IWO icon

Zions Bancorporation’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Zions Bancorporation’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.15M Buy
3,988
+1,146
+40% +$339K 0.07% 213
2024
Q3 		$807K Sell
2,842
-52
-2% -$14.2K 0.06% 222
2024
Q2 		$760K Sell
2,894
-17
-0.6% -$4.41K 0.06% 209
2024
Q1 		$788K Sell
2,911
-8,774
-75% -$2.24M 0.06% 224
2023
Q4 		$2.95M Buy
11,685
+9,339
+398% +$2.11M 0.2% 85
2023
Q3 		$526K Sell
2,346
-2,668
-53% -$639K 0.05% 240
2023
Q2 		$1.22M Sell
5,014
-539
-10% -$124K 0.1% 159
2023
Q1 		$1.26M Sell
5,553
-46,359
-89% -$10.6M 0.11% 149
2022
Q4 		$11.1M Buy
51,912
+40,841
+369% +$8.95M 0.88% 14
2022
Q3 		$2.29M Sell
11,071
-17
-0.2% -$3.83K 0.24% 68
2022
Q2 		$2.29M Buy
11,088
+6,891
+164% +$1.54M 0.23% 70
2022
Q1 		$1.07M Sell
4,197
-5,458
-57% -$1.4M 0.1% 144
2021
Q4 		$2.83M Buy
9,655
+1,864
+24% +$562K 0.25% 49
2021
Q3 		$2.29M Sell
7,791
-149
-2% -$44.8K 0.23% 52
2021
Q2 		$2.48M Sell
7,940
-188
-2% -$56.6K 0.25% 45
2021
Q1 		$2.44M Sell
8,128
-210
-3% -$65.2K 0.28% 42
2020
Q4 		$2.39M Sell
8,338
-545
-6% -$139K 0.3% 33
2020
Q3 		$1.97M Sell
8,883
-87
-1% -$19K 0.28% 43
2020
Q2 		$1.86M Sell
8,970
-2,065
-19% -$386K 0.27% 43
2020
Q1 		$1.75M Sell
11,035
-396
-3% -$78.6K 0.31% 38
2019
Q4 		$2.45M Sell
11,431
-1,704
-13% -$346K 0.35% 25
2019
Q3 		$2.53M Sell
13,135
-1,542
-11% -$306K 0.36% 22
2019
Q2 		$2.95M Sell
14,677
-978
-6% -$193K 0.43% 19
2019
Q1 		$3.08M Buy
+15,655
New +$2.98M 0.5% 19
2018
Q2 		– Sell
-26,193
Closed -$4.99M – 575
2018
Q1 		$4.99M Sell
26,193
-6,783
-21% -$1.3M 1.09% 11
2017
Q4 		$6.16M Sell
32,976
-3,794
-10% -$693K 1.06% 15
2017
Q3 		$6.58M Sell
36,770
-9,758
-21% -$1.66M 0.95% 16
2017
Q2 		$7.85M Sell
46,528
-8,261
-15% -$1.36M 1.34% 16
2017
Q1 		$8.85M Buy
54,789
+566
+1% +$89.8K 1.67% 16
2016
Q4 		$8.35M Buy
54,223
+9,788
+22% +$1.46M 1.47% 16
2016
Q3 		$6.61M Sell
44,435
-14,938
-25% -$2.18M 1.25% 17
2016
Q2 		$8.14M Sell
59,373
-3,949
-6% -$533K 1.42% 17
2016
Q1 		$8.4M Sell
63,322
-5,783
-8% -$722K 1.51% 17
2015
Q4 		$9.63M Sell
69,105
-3,214
-4% -$456K 1.68% 18
2015
Q3 		$9.69M Buy
72,319
+24,729
+52% +$3.66M 1.78% 17
2015
Q2 		$7.36M Sell
47,590
-27,064
-36% -$4.15M 1.17% 15
2015
Q1 		$11.3M Buy
+74,654
New +$10.9M 1.94% 14

Other funds holding IWO

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
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Zions Bancorporation's IWO Position: Q4 2024 in Review

Zions Bancorporation increased its iShares Russell 2000 Growth ETF (IWO) stake by 40% in Q4 2024, buying an estimated $339K and bringing the position to 3,988 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #213.

Zions Bancorporation first reported a position in IWO in Q1 2015 and has held it in 37 quarters since. The position peaked at $11.3M in Q1 2015. 1,051 funds tracked by Wall St. Rank hold IWO as of Q4 2024.

  • Zions Bancorporation held 3,988 shares of iShares Russell 2000 Growth ETF worth $1.15M as of Q4 2024.
  • Zions Bancorporation bought 1,146 iShares Russell 2000 Growth ETF shares in Q4 2024, an estimated $339K.
  • iShares Russell 2000 Growth ETF made up 0.07% of Zions Bancorporation's portfolio in Q4 2024, its #213 holding.
  • Zions Bancorporation first reported a position in iShares Russell 2000 Growth ETF in Q1 2015 and has held it in 37 quarters since.
  • Zions Bancorporation's iShares Russell 2000 Growth ETF position peaked at $11.3M in Q1 2015.
  • 1,051 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2024.

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