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Zions Bancorporation’s iShares Russell 3000 ETF IWV Stock Holding History

Zions Bancorporation’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.09M Hold
3,270
– – 0.07% 216
2024
Q3 		$1.07M Buy
+3,270
New +$1.03M 0.08% 192
2015
Q3 		– Sell
-9,926
Closed -$1.23M – 862
2015
Q2 		$1.23M Buy
+9,926
New +$1.25M 0.2% 74

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Zions Bancorporation's IWV Position: Q4 2024 in Review

Zions Bancorporation held its iShares Russell 3000 ETF (IWV) position steady in Q4 2024 at 3,270 shares worth $1.09M. The position accounts for 0.07% of the portfolio, ranked #216.

Zions Bancorporation first reported a position in IWV in Q2 2015 and has held it in 3 quarters since. The position peaked at $1.23M in Q2 2015. 850 funds tracked by Wall St. Rank hold IWV as of Q4 2024.

  • Zions Bancorporation held 3,270 shares of iShares Russell 3000 ETF worth $1.09M as of Q4 2024.
  • Zions Bancorporation left its iShares Russell 3000 ETF share count unchanged in Q4 2024.
  • iShares Russell 3000 ETF made up 0.07% of Zions Bancorporation's portfolio in Q4 2024, its #216 holding.
  • Zions Bancorporation first reported a position in iShares Russell 3000 ETF in Q2 2015 and has held it in 3 quarters since.
  • Zions Bancorporation's iShares Russell 3000 ETF position peaked at $1.23M in Q2 2015.
  • 850 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2024.

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