Atlantic Union Bankshares’s iShares Global 100 ETF IOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$92.4K	Buy	764 +608	+390%	+$76.7K	﹤0.01%	761
2025 Q4	$19.8K	Hold	156	–	–	﹤0.01%	1131
2025 Q3	$18.7K	Hold	156	–	–	﹤0.01%	1152
2025 Q2	$16.8K	Buy	+156	New	+$15.5K	﹤0.01%	837
2022 Q2	–	Sell	-2,710	Closed	-$206K	–	259
2022 Q1	$206K	Hold	2,710	–	–	0.02%	249
2021 Q4	$211K	Buy	+2,710	New	+$205K	0.02%	255
2021 Q2	–	Sell	-3,284	Closed	-$217K	–	270
2021 Q1	$217K	Buy	3,284 +100	+3%	+$6.49K	0.02%	250
2020 Q4	$200K	Sell	3,184 -431	-12%	-$25.6K	0.02%	269
2020 Q3	$204K	Buy	+3,615	New	+$204K	0.02%	247

Other funds holding IOO

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

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares Global 100 ETF (IOO) stake by 390% in Q1 2026, buying an estimated $76.7K and bringing the position to 764 shares worth $92.4K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Atlantic Union Bankshares first reported a position in IOO in Q3 2020 and has held it in 9 quarters since. The position peaked at $217K in Q1 2021. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

Atlantic Union Bankshares held 764 shares of iShares Global 100 ETF worth $92.4K as of Q1 2026.
Atlantic Union Bankshares bought 608 iShares Global 100 ETF shares in Q1 2026, an estimated $76.7K.
iShares Global 100 ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #761 holding.
Atlantic Union Bankshares first reported a position in iShares Global 100 ETF in Q3 2020 and has held it in 9 quarters since.
Atlantic Union Bankshares's iShares Global 100 ETF position peaked at $217K in Q1 2021.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

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