Atlantic Union Bankshares’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.25M	Buy	7,584 +2,633	+53%	+$418K	0.02%	341
2026 Q1	$705K	Sell	4,951 -504	-9%	-$74.9K	0.01%	417
2025 Q4	$811K	Hold	5,455	–	–	0.02%	405
2025 Q3	$795K	Sell	5,455 -100	-2%	-$14K	0.02%	415
2025 Q2	$750K	Buy	5,555 +3,855	+227%	+$481K	0.02%	356
2025 Q1	$207K	Sell	1,700 -100	-6%	-$12.9K	0.01%	296
2024 Q4	$232K	Hold	1,800	–	–	0.01%	291
2024 Q3	$226K	Hold	1,800	–	–	0.01%	301
2024 Q2	$214K	Hold	1,800	–	–	0.01%	301
2024 Q1	$208K	Buy	+1,800	New	+$197K	0.02%	275
2023 Q1	–	Sell	-2,549	Closed	-$216K	–	284
2022 Q4	$216K	Sell	2,549 -6,966	-73%	-$595K	0.02%	242
2022 Q3	$757K	Buy	9,515 +142	+2%	+$12.6K	0.09%	139
2022 Q2	$785K	Buy	9,373 +6,268	+202%	+$571K	0.08%	146
2022 Q1	$313K	Hold	3,105	–	–	0.03%	220
2021 Q4	$332K	Hold	3,105	–	–	0.03%	218
2021 Q3	$305K	Hold	3,105	–	–	0.03%	227
2021 Q2	$307K	Hold	3,105	–	–	0.03%	231
2021 Q1	$284K	Buy	+3,105	New	+$278K	0.03%	225

Other funds holding ITOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 53% in Q2 2026, buying an estimated $418K and bringing the position to 7,584 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #341.

Atlantic Union Bankshares first reported a position in ITOT in Q1 2021 and has held it in 18 quarters since. 1,710 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Atlantic Union Bankshares held 7,584 shares of iShares Core S&P Total US Stock Market ETF worth $1.25M as of Q2 2026.
Atlantic Union Bankshares bought 2,633 iShares Core S&P Total US Stock Market ETF shares in Q2 2026, an estimated $418K.
iShares Core S&P Total US Stock Market ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q2 2026, its #341 holding.
Atlantic Union Bankshares first reported a position in iShares Core S&P Total US Stock Market ETF in Q1 2021 and has held it in 18 quarters since.
1,710 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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