Atlantic Union Bankshares’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Buy	3,419 +47	+1%	+$6.44K	0.01%	472
2025 Q4	$444K	Sell	3,372 -221	-6%	-$28.8K	0.01%	476
2025 Q3	$466K	Buy	3,593 +78	+2%	+$9.99K	0.01%	482
2025 Q2	$434K	Buy	3,515 +1,841	+110%	+$217K	0.01%	406
2025 Q1	$200K	Hold	1,674	–	–	0.01%	301
2024 Q4	$209K	Hold	1,674	–	–	0.01%	303
2024 Q3	$207K	Buy	+1,674	New	+$199K	0.01%	313
2024 Q1	–	Sell	-1,808	Closed	-$206K	–	281
2023 Q4	$206K	Buy	+1,808	New	+$186K	0.02%	271

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.4% in Q1 2026, buying an estimated $6.44K and bringing the position to 3,419 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #472.

Atlantic Union Bankshares first reported a position in IJJ in Q4 2023 and has held it in 8 quarters since. The position peaked at $466K in Q3 2025. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Atlantic Union Bankshares held 3,419 shares of iShares S&P Mid-Cap 400 Value ETF worth $453K as of Q1 2026.
Atlantic Union Bankshares bought 47 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $6.44K.
iShares S&P Mid-Cap 400 Value ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #472 holding.
Atlantic Union Bankshares first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q4 2023 and has held it in 8 quarters since.
Atlantic Union Bankshares's iShares S&P Mid-Cap 400 Value ETF position peaked at $466K in Q3 2025.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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