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

Zions Bancorporation’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$1.62M	Hold	18,346	–	–	0.1%	175
2024 Q3	$1.62M	Hold	18,346	–	–	0.12%	156
2024 Q2	$1.49M	Sell	18,346 -9,026	-33%	-$735K	0.12%	137
2024 Q1	$2.3M	Hold	27,372	–	–	0.17%	105
2023 Q4	$2.13M	Buy	27,372 +688	+3%	+$48.9K	0.15%	116
2023 Q3	$1.85M	Hold	26,684	–	–	0.16%	103
2023 Q2	$1.95M	Hold	26,684	–	–	0.16%	99
2023 Q1	$1.87M	Hold	26,684	–	–	0.16%	100
2022 Q4	$1.8M	Hold	26,684	–	–	0.14%	99
2022 Q3	$1.66M	Hold	26,684	–	–	0.17%	90
2022 Q2	$1.73M	Sell	26,684 -5,597	-17%	-$398K	0.17%	91
2022 Q1	$2.52M	Buy	32,281 +25,061	+347%	+$1.93M	0.23%	62
2021 Q4	$599K	Hold	7,220	–	–	0.05%	202
2021 Q3	$565K	Buy	+7,220	New	+$578K	0.06%	169
2019 Q2	–	Sell	-388	Closed	-$21K	–	948
2019 Q1	$21K	Buy	+388	New	+$20.1K	﹤0.01%	568
2018 Q2	–	Sell	-2,012	Closed	-$104K	–	577
2018 Q1	$104K	Sell	2,012 -672	-25%	-$35.4K	0.02%	189
2017 Q4	$140K	Sell	2,684 -1,584	-37%	-$80.4K	0.02%	197
2017 Q3	$210K	Sell	4,268 -896	-17%	-$43.3K	0.03%	253
2017 Q2	$248K	Sell	5,164 -32	-0.6%	-$1.52K	0.04%	135
2017 Q1	$242K	Hold	5,196	–	–	0.05%	109
2016 Q4	$232K	Buy	5,196 +1,320	+34%	+$57.7K	0.04%	111
2016 Q3	$170K	Sell	3,876 -1,532	-28%	-$66.4K	0.03%	126
2016 Q2	$227K	Buy	5,408 +360	+7%	+$14.9K	0.04%	110
2016 Q1	$205K	Sell	5,048 -48	-0.9%	-$1.83K	0.04%	113
2015 Q4	$204K	Sell	5,096 -648	-11%	-$26.4K	0.04%	114
2015 Q3	$225K	Buy	5,744 +4,144	+259%	+$172K	0.04%	96
2015 Q2	$68K	Sell	1,600 -5,832	-78%	-$254K	0.01%	161
2015 Q1	$321K	Buy	+7,432	New	+$316K	0.06%	112

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Zions Bancorporation's IWR Position: Q4 2024 in Review

Zions Bancorporation held its iShares Russell Mid-Cap ETF (IWR) position steady in Q4 2024 at 18,346 shares worth $1.62M. The position accounts for 0.1% of the portfolio, ranked #175.

Zions Bancorporation first reported a position in IWR in Q1 2015 and has held it in 28 quarters since. The position peaked at $2.52M in Q1 2022. 1,410 funds tracked by Wall St. Rank hold IWR as of Q4 2024.

Zions Bancorporation held 18,346 shares of iShares Russell Mid-Cap ETF worth $1.62M as of Q4 2024.
Zions Bancorporation left its iShares Russell Mid-Cap ETF share count unchanged in Q4 2024.
iShares Russell Mid-Cap ETF made up 0.1% of Zions Bancorporation's portfolio in Q4 2024, its #175 holding.
Zions Bancorporation first reported a position in iShares Russell Mid-Cap ETF in Q1 2015 and has held it in 28 quarters since.
Zions Bancorporation's iShares Russell Mid-Cap ETF position peaked at $2.52M in Q1 2022.
1,410 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2024.

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