Atlantic Union Bankshares’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Atlantic Union Bankshares’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158M	Sell	2,342,248 -105,886	-4%	-$7.35M	3.04%	5
2025 Q4	$162M	Sell	2,448,134 -32,334	-1%	-$2.12M	3.03%	5
2025 Q3	$162M	Buy	2,480,468 +370	+0%	+$23.8K	3.05%	5
2025 Q2	$154M	Buy	+2,480,098	New	+$146M	3.51%	5
2025 Q1	–	Sell	-3,380	Closed	-$211K	–	311
2024 Q4	$211K	Hold	3,380	–	–	0.01%	302
2024 Q3	$211K	Buy	+3,380	New	+$204K	0.01%	310
2022 Q4	–	Sell	-6,540	Closed	-$287K	–	255
2022 Q3	$287K	Sell	6,540 -370	-5%	-$17.9K	0.03%	213
2022 Q2	$313K	Sell	6,910 -6,940	-50%	-$343K	0.03%	210
2022 Q1	$743K	Hold	13,850	–	–	0.07%	160
2021 Q4	$784K	Buy	13,850 +5,060	+58%	+$282K	0.07%	159
2021 Q3	$463K	Sell	8,790 -75	-0.8%	-$4.04K	0.04%	193
2021 Q2	$476K	Sell	8,865 -840	-9%	-$45.4K	0.05%	197
2021 Q1	$505K	Buy	9,705 +1,045	+12%	+$52.2K	0.05%	185
2020 Q4	$398K	Buy	+8,660	New	+$365K	0.04%	207
2020 Q2	–	Sell	-752,240	Closed	-$21.6M	–	256
2020 Q1	$21.6M	Buy	752,240 +29,630	+4%	+$1.1M	3.16%	3
2019 Q4	$29.7M	Buy	722,610 +29,555	+4%	+$1.17M	3.81%	2
2019 Q3	$26.8M	Buy	+693,055	New	+$26.6M	3.58%	2
2019 Q2	–	Sell	-510,035	Closed	-$19.3M	–	262
2019 Q1	$19.3M	Buy	510,035 +377,190	+284%	+$13.9M	5.35%	3
2018 Q4	$4.41M	Buy	+132,845	New	+$4.85M	1.44%	30

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Atlantic Union Bankshares's IJH Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its iShares Core S&P Mid-Cap ETF (IJH) stake by 4.3% in Q1 2026, selling an estimated $7.35M and leaving 2,342,248 shares worth $158M. The position accounts for 3.04% of the portfolio, ranked #5.

Atlantic Union Bankshares first reported a position in IJH in Q4 2018 and has held it in 19 quarters since. The position peaked at $162M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Atlantic Union Bankshares held 2,342,248 shares of iShares Core S&P Mid-Cap ETF worth $158M as of Q1 2026.
Atlantic Union Bankshares sold 105,886 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $7.35M.
iShares Core S&P Mid-Cap ETF made up 3.04% of Atlantic Union Bankshares's portfolio in Q1 2026, its #5 holding.
Atlantic Union Bankshares first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
Atlantic Union Bankshares's iShares Core S&P Mid-Cap ETF position peaked at $162M in Q3 2025.
2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.