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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$106M	Sell	714,004 -142,539	-17%	-$19.6M	1.77%	10
2026 Q1	$106M	Sell	856,543 -30,486	-3%	-$3.87M	2.05%	7
2025 Q4	$107M	Sell	887,029 -6,621	-0.7%	-$792K	2%	8
2025 Q3	$106M	Buy	893,650 +4,133	+0.5%	+$475K	2%	7
2025 Q2	$97.2M	Buy	889,517 +877,237	+7,144%	+$90.7M	2.22%	7
2025 Q1	$1.28M	Buy	12,280 +472	+4%	+$53.3K	0.08%	164
2024 Q4	$1.36M	Buy	11,808 +476	+4%	+$56.9K	0.08%	168
2024 Q3	$1.33M	Buy	11,332 +1,542	+16%	+$174K	0.08%	179
2024 Q2	$1.04M	Buy	9,790 +4,850	+98%	+$519K	0.07%	192
2024 Q1	$546K	Buy	4,940 +746	+18%	+$79.2K	0.05%	205
2023 Q4	$454K	Hold	4,194	–	–	0.04%	216
2023 Q3	$396K	Sell	4,194 -179	-4%	-$17.9K	0.04%	223
2023 Q2	$436K	Buy	4,373 +139	+3%	+$13.2K	0.04%	223
2023 Q1	$409K	Sell	4,234 -12	-0.3%	-$1.2K	0.04%	211
2022 Q4	$402K	Buy	4,246 +212	+5%	+$20.3K	0.04%	201
2022 Q3	$351K	Sell	4,034 -29	-0.7%	-$2.82K	0.04%	192
2022 Q2	$376K	Sell	4,063 -210	-5%	-$20.9K	0.04%	195
2022 Q1	$461K	Sell	4,273 -42	-1%	-$4.53K	0.04%	194
2021 Q4	$494K	Buy	4,315 +1,209	+39%	+$138K	0.04%	193
2021 Q3	$339K	Buy	3,106 +161	+5%	+$17.7K	0.03%	220
2021 Q2	$332K	Buy	2,945 +31	+1%	+$3.46K	0.03%	224
2021 Q1	$316K	Sell	2,914 -50	-2%	-$5.23K	0.03%	218
2020 Q4	$273K	Hold	2,964	–	–	0.03%	241
2020 Q3	$209K	Hold	2,964	–	–	0.02%	242
2020 Q2	$202K	Buy	+2,964	New	+$187K	0.03%	246

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Atlantic Union Bankshares's IJR Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q2 2026, selling an estimated $19.6M and leaving 714,004 shares worth $106M. The position accounts for 1.77% of the portfolio, ranked #10.

Atlantic Union Bankshares first reported a position in IJR in Q2 2020 and has held it in 25 quarters since. The position peaked at $107M in Q4 2025. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Atlantic Union Bankshares held 714,004 shares of iShares Core S&P Small-Cap ETF worth $106M as of Q2 2026.
Atlantic Union Bankshares sold 142,539 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $19.6M.
iShares Core S&P Small-Cap ETF made up 1.77% of Atlantic Union Bankshares's portfolio in Q2 2026, its #10 holding.
Atlantic Union Bankshares first reported a position in iShares Core S&P Small-Cap ETF in Q2 2020 and has held it in 25 quarters since.
Atlantic Union Bankshares's iShares Core S&P Small-Cap ETF position peaked at $107M in Q4 2025.
2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.