Atlantic Union Bankshares’s iShares Core S&P US Value ETF IUSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$41.3M	Buy	375,135 +7,652	+2%	+$828K	0.69%	34
2026 Q1	$37.6M	Buy	367,483 +6,560	+2%	+$688K	0.72%	29
2025 Q4	$37M	Sell	360,923 -2,499	-0.7%	-$253K	0.69%	28
2025 Q3	$36.3M	Buy	363,422 +9,706	+3%	+$945K	0.68%	29
2025 Q2	$33.5M	Buy	+353,716	New	+$31.9M	0.76%	25

Other funds holding IUSV

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

Morgan Stanley New York $1.89T AUM 35.08% 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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BTI

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFG

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

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

Atlantic Union Bankshares increased its iShares Core S&P US Value ETF (IUSV) stake by 2.1% in Q2 2026, buying an estimated $828K and bringing the position to 375,135 shares worth $41.3M. The position accounts for 0.69% of the portfolio, ranked #34.

Atlantic Union Bankshares first reported a position in IUSV in Q2 2025 and has held it in 5 quarters since. 812 funds tracked by Wall St. Rank hold IUSV as of Q2 2026.

Atlantic Union Bankshares held 375,135 shares of iShares Core S&P US Value ETF worth $41.3M as of Q2 2026.
Atlantic Union Bankshares bought 7,652 iShares Core S&P US Value ETF shares in Q2 2026, an estimated $828K.
iShares Core S&P US Value ETF made up 0.69% of Atlantic Union Bankshares's portfolio in Q2 2026, its #34 holding.
Atlantic Union Bankshares first reported a position in iShares Core S&P US Value ETF in Q2 2025 and has held it in 5 quarters since.
812 funds tracked by Wall St. Rank held iShares Core S&P US Value ETF as of Q2 2026.

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