Atlantic Union Bankshares’s iShares Core S&P US Growth ETF IUSG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.3M	Sell	187,866 -10,921	-5%	-$1.97M	0.59%	41
2026 Q1	$30.8M	Sell	198,787 -5,880	-3%	-$968K	0.59%	41
2025 Q4	$34.4M	Sell	204,667 -8,089	-4%	-$1.35M	0.64%	31
2025 Q3	$35M	Sell	212,756 -10,260	-5%	-$1.61M	0.66%	31
2025 Q2	$33.5M	Buy	223,016 +220,695	+9,509%	+$29.9M	0.77%	24
2025 Q1	$295K	Hold	2,321	–	–	0.02%	264
2024 Q4	$323K	Sell	2,321 -1,509	-39%	-$207K	0.02%	259
2024 Q3	$505K	Hold	3,830	–	–	0.03%	238
2024 Q2	$488K	Buy	+3,830	New	+$457K	0.03%	240

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Core S&P US Growth ETF (IUSG) stake by 5.5% in Q2 2026, selling an estimated $1.97M and leaving 187,866 shares worth $35.3M. The position accounts for 0.59% of the portfolio, ranked #41.

Atlantic Union Bankshares first reported a position in IUSG in Q2 2024 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

Atlantic Union Bankshares held 187,866 shares of iShares Core S&P US Growth ETF worth $35.3M as of Q2 2026.
Atlantic Union Bankshares sold 10,921 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $1.97M.
iShares Core S&P US Growth ETF made up 0.59% of Atlantic Union Bankshares's portfolio in Q2 2026, its #41 holding.
Atlantic Union Bankshares first reported a position in iShares Core S&P US Growth ETF in Q2 2024 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

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