Atlantic Union Bankshares’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.5M	Sell	29,429 -201	-0.7%	-$74.9K	0.2%	110
2025 Q4	$11.1M	Buy	29,630 +136	+0.5%	+$50.4K	0.21%	104
2025 Q3	$10.8M	Sell	29,494 -392	-1%	-$138K	0.2%	108
2025 Q2	$10.1M	Buy	29,886 +29,136	+3,885%	+$9.15M	0.23%	101
2025 Q1	$230K	Hold	750	–	–	0.01%	283
2024 Q4	$242K	Hold	750	–	–	0.01%	287
2024 Q3	$236K	Hold	750	–	–	0.01%	297
2024 Q2	$223K	Sell	750 -4	-0.5%	-$1.15K	0.01%	297
2024 Q1	$217K	Buy	+754	New	+$207K	0.02%	270
2023 Q4	–	Sell	-854	Closed	-$201K	–	280
2023 Q3	$201K	Sell	854 -206	-19%	-$50.4K	0.02%	268
2023 Q2	$258K	Hold	1,060	–	–	0.03%	260
2023 Q1	$239K	Sell	1,060 -136	-11%	-$29.9K	0.02%	255
2022 Q4	$252K	Hold	1,196	–	–	0.03%	237
2022 Q3	$236K	Hold	1,196	–	–	0.03%	226
2022 Q2	$248K	Sell	1,196 -428	-26%	-$96.7K	0.03%	231
2022 Q1	$407K	Sell	1,624 -123	-7%	-$30.4K	0.04%	201
2021 Q4	$462K	Hold	1,747	–	–	0.04%	199
2021 Q3	$422K	Hold	1,747	–	–	0.04%	203
2021 Q2	$423K	Buy	1,747 +150	+9%	+$35.3K	0.04%	208
2021 Q1	$357K	Hold	1,597	–	–	0.04%	211
2020 Q4	$338K	Buy	+1,597	New	+$319K	0.04%	218

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell 1000 ETF (IWB) stake by 0.68% in Q1 2026, selling an estimated $74.9K and leaving 29,429 shares worth $10.5M. The position accounts for 0.2% of the portfolio, ranked #110.

Atlantic Union Bankshares first reported a position in IWB in Q4 2020 and has held it in 21 quarters since. The position peaked at $11.1M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Atlantic Union Bankshares held 29,429 shares of iShares Russell 1000 ETF worth $10.5M as of Q1 2026.
Atlantic Union Bankshares sold 201 iShares Russell 1000 ETF shares in Q1 2026, an estimated $74.9K.
iShares Russell 1000 ETF made up 0.2% of Atlantic Union Bankshares's portfolio in Q1 2026, its #110 holding.
Atlantic Union Bankshares first reported a position in iShares Russell 1000 ETF in Q4 2020 and has held it in 21 quarters since.
Atlantic Union Bankshares's iShares Russell 1000 ETF position peaked at $11.1M in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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