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ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Historic Quarter Change: USA ETF, Added

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ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ historic quarter change: USA ETF, Added

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 5 quarters from 2025-03-31 to 2026-06-30, ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ opened 71 positions, added to 61, reduced 90 and sold out of 54.

  • Q2 2026: Stock IVV; Country of operation —; Class Com; Shares before 423,743.
  • Q2 2026: Stock IWP; Country of operation —; Class Com; Shares before 504,731.
  • Q2 2026: Stock IWO; Country of operation —; Class Com; Shares before 6,924.
  • Q2 2026: Stock AVUV; Country of operation —; Class Com; Shares before 543,168.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 109380), 5 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-11); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-03-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026IVV
iShares Core S&P 500 ETF		Com423,743433,693+9,950$276,793,165$324,788,351+$47,995,1862026-07-31
Q2 2026IWP
iShares Russell Mid-Cap Growth		Com504,731662,087+157,356$64,666,136$96,936,158+$32,270,0222026-07-31
Q2 2026IWO
iShares Russell 2000 Growth ET		Com6,92436,502+29,578$2,172,820$14,380,328+$12,207,5082026-07-31
Q2 2026AVUV
American Centy Tr US Sml Cp Va		Com543,168545,956+2,788$60,003,769$68,113,471+$8,109,7022026-07-31
Q2 2026IJH
iShares Core S&P Mid-Cap ETF		Com484,030492,955+8,925$32,686,546$38,011,760+$5,325,2142026-07-31
Q2 2026IWF
iShares Russell 1000 Growth ET		Com10,17140,623+30,452$4,336,914$5,044,158+$707,2442026-07-31
Q2 2026MTUM
Ishares Edge MSCI USA Momentum		Com1021,890+1,788$24,479$647,949+$623,4702026-07-31
Q2 2026IUSG
iShares Core S&P US Growth ETF		Com7,8068,320+514$1,210,789$1,564,909+$354,1202026-07-31
Q2 2026VUG
Vanguard Growth ETF		Com23,156120,976+97,820$10,114,309$10,420,873+$306,5642026-07-31
Q2 2026IJR
IShares Core S&P Small-Cap ETF		Com7,7207,904+184$959,673$1,172,242+$212,5692026-07-31
Q2 2026IEFA
IShares Core MSCI EAFE ETF		Com26,18426,363+179$2,370,438$2,546,139+$175,7012026-07-31
Q2 2026QUAL
Ishares Edge MSCI USA Quality		Com2,5782,939+361$494,486$644,905+$150,4192026-07-31
Q2 2026IEMG
IShares Core MSCI Emerging		Com6121,895+1,283$42,687$156,982+$114,2952026-07-31
Q2 2026IUSV
Ishares Russell 3000 Value ETF		Com8871,383+496$90,696$152,337+$61,6412026-07-31
Q2 2026XLU
State Street Utilities Select		Com1,0402,040+1,000$47,726$92,494+$44,7682026-07-31
Q2 2026VO
Vanguard Mid-Cap ETF		Com201804+603$57,723$64,778+$7,0552026-07-31
Q2 2026VGT
Vanguard Info Etf		Com24192+168$16,745$22,948+$6,2032026-07-31
Q1 2026IWP
iShares Russell Mid-Cap Growth		Com501,435504,731+3,296$68,666,509$64,666,136-$4,000,3732026-05-08
Q1 2026IWD
iShares Russell 1000 Value ETF		Com11,70115,357+3,656$2,461,188$3,281,330+$820,1422026-05-08
Q1 2026IWF
iShares Russell 1000 Growth ET		Com7,44410,171+2,727$3,523,245$4,336,914+$813,6692026-05-08
Q1 2026VOO
Vanguard S&P 500 ETF		Com3,2283,628+400$2,024,376$2,167,911+$143,5352026-05-08
Q1 2026BABA
Alibaba Group Holding Sponsore		Com1,3652,630+1,265$200,082$329,960+$129,8782026-05-08
Q1 2026VBK
Vanguard Small Cap Growth ETF		Com1,3051,712+407$394,254$517,452+$123,1982026-05-08
Q1 2026VB
Vanguard Small-Cap ETF		Com2,9633,335+372$764,306$873,503+$109,1972026-05-08
Q4 2025IVV
iShares Core S&P 500 ETF		Com390,054475,585+85,531$261,063,143$325,747,190+$64,684,0472026-02-11
Q4 2025AGG
iShares Core US Aggregate Bond		Com573,775720,101+146,326$57,520,944$71,923,688+$14,402,7442026-02-11
Q4 2025BND
Vanguard Total Bond Market		Com28,63471,679+43,045$2,129,511$5,309,264+$3,179,7532026-02-11
Q4 2025HYD
Vaneck Vectors High-Yield Muni		Com56,338108,277+51,939$2,867,604$5,535,120+$2,667,5162026-02-11
Q4 2025IWO
iShares Russell 2000 Growth ET		Com7,00711,579+4,572$2,242,520$3,740,133+$1,497,6132026-02-11
Q4 2025IJH
iShares Core S&P Mid-Cap ETF		Com985,828992,676+6,848$64,335,136$65,516,616+$1,181,4802026-02-11
Q4 2025VIG
Vanguard Dividend Appreciation		Com71,70875,524+3,816$15,473,869$16,598,665+$1,124,7962026-02-11
Q4 2025IWP
iShares Russell Mid-Cap Growth		Com475,310501,435+26,125$67,688,897$68,666,509+$977,6122026-02-11
Q4 2025MUB
IShares National Muni Bond ETF		Com82,12487,012+4,888$8,745,385$9,319,855+$574,4702026-02-11
Q4 2025VUG
Vanguard Growth ETF		Com23,62424,223+599$11,330,307$11,817,433+$487,1262026-02-11
Q4 2025VWO
Vanguard FTSE Emerging Markets		Com1,114,9411,115,148+207$60,407,503$59,950,356-$457,1472026-02-11
Q4 2025EFA
iShares MSCI EAFE ETF		Com5,7009,171+3,471$532,209$880,691+$348,4822026-02-11
Q4 2025VTV
Vanguard Value ETF		Com12,41112,764+353$2,314,527$2,437,796+$123,2692026-02-11
Q4 2025QQQ
Invesco QQQ Trust Series 1		Com2,9232,978+55$1,754,882$1,829,415+$74,5332026-02-11
Q4 2025IWF
iShares Russell 1000 Growth ET		Com7,3737,444+71$3,453,587$3,523,245+$69,6582026-02-11
Q4 2025JEPI
JPMorgan Equity Premium ETF		Com12,00012,550+550$685,200$718,362+$33,1622026-02-11
Q4 2025VBK
Vanguard Small Cap Growth ETF		Com1,2851,305+20$382,442$394,254+$11,8122026-02-11
Q4 2025XLU
State Street Utilities Select		Com5201,040+520$45,349$44,398-$9512026-02-11
Q4 2025XLK
State Street Technology Select		Com2142+21$5,919$6,047+$1282026-02-11
Q3 2025IVV
iShares Core S&P 500 ETF		Com281,433390,054+108,621$174,741,750$261,063,143+$86,321,3932025-11-07
Q3 2025AVUV
American Centy Tr US Sml Cp Va		Com561546,721+546,160$51,107$54,415,141+$54,364,0342025-11-07
Q3 2025MUB
IShares National Muni Bond ETF		Com30,52782,124+51,597$3,189,461$8,745,385+$5,555,9242025-11-07
Q3 2025VEU
Vanguard FTSE All-World Ex-US		Com548,781549,543+762$36,889,059$39,220,884+$2,331,8252025-11-07
Q3 2025AGG
iShares Core US Aggregate Bond		Com560,320573,775+13,455$55,583,744$57,520,944+$1,937,2002025-11-07
Q2 2025VWO
Vanguard FTSE Emerging Markets		Com35,2151,128,365+1,093,150$1,593,831$55,808,933+$54,215,1022025-08-07
Q2 2025IWN
iShares Russell 2000 Value ETF		Com10,686269,486+258,800$1,613,372$42,514,111+$40,900,7392025-08-07
Q2 2025IJH
iShares Core S&P Mid-Cap ETF		Com469,306990,502+521,196$27,384,005$61,430,934+$34,046,9292025-08-07
Q2 2025VEU
Vanguard FTSE All-World Ex-US		Com69,848548,781+478,933$4,236,980$36,889,059+$32,652,0792025-08-07
Q2 2025IVV
iShares Core S&P 500 ETF		Com274,716281,433+6,717$154,362,921$174,741,750+$20,378,8292025-08-07
Q2 2025VTI
Vanguard Total Stock Market ET		Com355,898356,258+360$97,815,006$108,277,494+$10,462,4882025-08-07
Q2 2025AGG
iShares Core US Aggregate Bond		Com490,942560,320+69,378$48,563,983$55,583,744+$7,019,7612025-08-07
Q2 2025VUG
Vanguard Growth ETF		Com16,67024,584+7,914$6,181,569$10,777,626+$4,596,0572025-08-07
Q2 2025MUB
IShares National Muni Bond ETF		Com7,15130,527+23,376$754,001$3,189,461+$2,435,4602025-08-07
Q2 2025IWO
iShares Russell 2000 Growth ET		Com4,60112,127+7,526$1,175,694$3,466,624+$2,290,9302025-08-07
Q2 2025VIG
Vanguard Dividend Appreciation		Com69,85876,601+6,743$13,551,753$15,677,927+$2,126,1742025-08-07
Q2 2025BND
Vanguard Total Bond Market		Com87328,634+27,761$64,122$2,108,321+$2,044,1992025-08-07
Q2 2025SDY
SPDR S&P Dividend ETF		Com540732+192$73,267$99,354+$26,0872025-08-07

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