Atlantic Union Bankshares’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$852K	Buy	3,754 +209	+6%	+$46.7K	0.01%	394
2026 Q1	$748K	Sell	3,545 -52	-1%	-$11.3K	0.01%	410
2025 Q4	$763K	Sell	3,597 -75	-2%	-$15.7K	0.01%	413
2025 Q3	$758K	Sell	3,672 -50	-1%	-$10K	0.01%	420
2025 Q2	$727K	Buy	3,722 +2,069	+125%	+$385K	0.02%	361
2025 Q1	$315K	Hold	1,653	–	–	0.02%	257
2024 Q4	$316K	Hold	1,653	–	–	0.02%	263
2024 Q3	$326K	Hold	1,653	–	–	0.02%	266
2024 Q2	$301K	Hold	1,653	–	–	0.02%	271
2024 Q1	$309K	Hold	1,653	–	–	0.03%	242
2023 Q4	$287K	Hold	1,653	–	–	0.03%	252
2023 Q3	$254K	Hold	1,653	–	–	0.03%	255
2023 Q2	$266K	Buy	+1,653	New	+$254K	0.03%	256

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares S&P 500 Value ETF (IVE) stake by 5.9% in Q2 2026, buying an estimated $46.7K and bringing the position to 3,754 shares worth $852K. The position accounts for 0.01% of the portfolio, ranked #394.

Atlantic Union Bankshares first reported a position in IVE in Q2 2023 and has held it in 13 quarters since. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Atlantic Union Bankshares held 3,754 shares of iShares S&P 500 Value ETF worth $852K as of Q2 2026.
Atlantic Union Bankshares bought 209 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $46.7K.
iShares S&P 500 Value ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #394 holding.
Atlantic Union Bankshares first reported a position in iShares S&P 500 Value ETF in Q2 2023 and has held it in 13 quarters since.
1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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