Atlantic Union Bankshares’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Sell	9,551 -2,872	-23%	-$345K	0.02%	355
2025 Q4	$1.53M	Sell	12,423 -448	-3%	-$54.8K	0.03%	324
2025 Q3	$1.55M	Buy	12,871 +180	+1%	+$20.7K	0.03%	325
2025 Q2	$1.4M	Buy	12,691 +6,761	+114%	+$669K	0.03%	285
2025 Q1	$550K	Sell	5,930 -75	-1%	-$7.56K	0.03%	222
2024 Q4	$610K	Buy	6,005 +75	+1%	+$7.48K	0.04%	225
2024 Q3	$568K	Hold	5,930	–	–	0.03%	235
2024 Q2	$549K	Hold	5,930	–	–	0.03%	231
2024 Q1	$501K	Hold	5,930	–	–	0.04%	209
2023 Q4	$445K	Hold	5,930	–	–	0.04%	217
2023 Q3	$406K	Hold	5,930	–	–	0.04%	222
2023 Q2	$418K	Buy	+5,930	New	+$392K	0.04%	226

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares S&P 500 Growth ETF (IVW) stake by 23% in Q1 2026, selling an estimated $345K and leaving 9,551 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #355.

Atlantic Union Bankshares first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.55M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Atlantic Union Bankshares held 9,551 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q1 2026.
Atlantic Union Bankshares sold 2,872 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $345K.
iShares S&P 500 Growth ETF made up 0.02% of Atlantic Union Bankshares's portfolio in Q1 2026, its #355 holding.
Atlantic Union Bankshares first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Atlantic Union Bankshares's iShares S&P 500 Growth ETF position peaked at $1.55M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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