ZB
IWP icon

Zions Bancorporation’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Zions Bancorporation’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$63.6M Sell
501,821
-7,985
-2% -$1.02M 4.01% 4
2024
Q3 		$59.8M Sell
509,806
-81,824
-14% -$9.15M 4.36% 4
2024
Q2 		$65.3M Sell
591,630
-195,682
-25% -$21.5M 5.23% 3
2024
Q1 		$89.9M Sell
787,312
-53,469
-6% -$5.78M 6.62% 3
2023
Q4 		$87.8M Sell
840,781
-44,688
-5% -$4.24M 6.04% 3
2023
Q3 		$80.9M Sell
885,469
-41,610
-4% -$3.98M 7.09% 3
2023
Q2 		$89.6M Buy
927,079
+14,273
+2% +$1.3M 7.57% 3
2023
Q1 		$83.1M Buy
912,806
+146,493
+19% +$13.1M 7.15% 3
2022
Q4 		$64.1M Sell
766,313
-94,222
-11% -$7.93M 5.06% 3
2022
Q3 		$67.5M Buy
860,535
+33,738
+4% +$2.9M 7.07% 3
2022
Q2 		$65.5M Buy
826,797
+39,197
+5% +$3.41M 6.56% 4
2022
Q1 		$79.2M Buy
787,600
+173,478
+28% +$17.3M 7.09% 3
2021
Q4 		$70.8M Buy
614,122
+19,770
+3% +$2.31M 6.25% 4
2021
Q3 		$66.6M Buy
594,352
+33,685
+6% +$3.87M 6.81% 4
2021
Q2 		$63.5M Buy
560,667
+39,783
+8% +$4.25M 6.33% 5
2021
Q1 		$53.2M Buy
520,884
+41,990
+9% +$4.39M 6% 6
2020
Q4 		$49.2M Sell
478,894
-31,168
-6% -$2.97M 6.19% 6
2020
Q3 		$44.1M Sell
510,062
-57,634
-10% -$4.86M 6.26% 4
2020
Q2 		$44.9M Buy
567,696
+13,230
+2% +$960K 6.52% 4
2020
Q1 		$33.7M Buy
554,466
+29,722
+6% +$2.17M 5.9% 5
2019
Q4 		$40M Sell
524,744
-20,352
-4% -$1.49M 5.71% 6
2019
Q3 		$38.5M Sell
545,096
-4,216
-0.8% -$303K 5.53% 6
2019
Q2 		$39.2M Sell
549,312
-34,974
-6% -$2.43M 5.73% 6
2019
Q1 		$39.6M Buy
+584,286
New +$37.5M 6.4% 6
2018
Q2 		– Sell
-701,434
Closed -$43.1M – 576
2018
Q1 		$43.1M Buy
701,434
+44,472
+7% +$2.78M 9.42% 3
2017
Q4 		$39.6M Buy
656,962
+27,136
+4% +$1.59M 6.8% 4
2017
Q3 		$35.6M Buy
629,826
+38,794
+7% +$2.13M 5.13% 4
2017
Q2 		$31.9M Buy
591,032
+23,558
+4% +$1.25M 5.47% 5
2017
Q1 		$29.4M Sell
567,474
-4,560
-0.8% -$233K 5.54% 5
2016
Q4 		$27.9M Buy
572,034
+193,428
+51% +$9.32M 4.91% 6
2016
Q3 		$18.4M Sell
378,606
-237,094
-39% -$11.5M 3.49% 8
2016
Q2 		$28.8M Sell
615,700
-7,966
-1% -$369K 5.03% 6
2016
Q1 		$28.7M Sell
623,666
-20,636
-3% -$891K 5.16% 6
2015
Q4 		$29.6M Sell
644,302
-55,372
-8% -$2.57M 5.17% 4
2015
Q3 		$31M Buy
699,674
+348,744
+99% +$16.5M 5.7% 4
2015
Q2 		$17M Sell
350,930
-375,214
-52% -$18.5M 2.71% 9
2015
Q1 		$35.6M Buy
+726,144
New +$34.7M 6.1% 5

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zions Bancorporation's IWP Position: Q4 2024 in Review

Zions Bancorporation reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.6% in Q4 2024, selling an estimated $1.02M and leaving 501,821 shares worth $63.6M. The position accounts for 4.01% of the portfolio, ranked #4.

Zions Bancorporation first reported a position in IWP in Q1 2015 and has held it in 37 quarters since. The position peaked at $89.9M in Q1 2024. 1,135 funds tracked by Wall St. Rank hold IWP as of Q4 2024.

  • Zions Bancorporation held 501,821 shares of iShares Russell Mid-Cap Growth ETF worth $63.6M as of Q4 2024.
  • Zions Bancorporation sold 7,985 iShares Russell Mid-Cap Growth ETF shares in Q4 2024, an estimated $1.02M.
  • iShares Russell Mid-Cap Growth ETF made up 4.01% of Zions Bancorporation's portfolio in Q4 2024, its #4 holding.
  • Zions Bancorporation first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2015 and has held it in 37 quarters since.
  • Zions Bancorporation's iShares Russell Mid-Cap Growth ETF position peaked at $89.9M in Q1 2024.
  • 1,135 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2024.

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