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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.37M	Buy	22,144 +25	+0.1%	+$5.82K	0.09%	192
2026 Q1	$4.73M	Sell	22,119 -624	-3%	-$137K	0.09%	195
2025 Q4	$4.78M	Sell	22,743 -2,309	-9%	-$477K	0.09%	194
2025 Q3	$5.1M	Buy	25,052 +2,016	+9%	+$401K	0.1%	192
2025 Q2	$4.47M	Buy	23,036 +19,804	+613%	+$3.67M	0.1%	179
2025 Q1	$608K	Hold	3,232	–	–	0.04%	218
2024 Q4	$598K	Sell	3,232 -1,347	-29%	-$258K	0.03%	227
2024 Q3	$869K	Sell	4,579 -330	-7%	-$60.1K	0.05%	203
2024 Q2	$856K	Sell	4,909 -4	-0.1%	-$699	0.05%	200
2024 Q1	$880K	Sell	4,913 -67	-1%	-$11.3K	0.07%	181
2023 Q4	$823K	Hold	4,980	–	–	0.08%	186
2023 Q3	$756K	Hold	4,980	–	–	0.08%	185
2023 Q2	$786K	Sell	4,980 -600	-11%	-$91.7K	0.08%	181
2023 Q1	$850K	Sell	5,580 -672	-11%	-$104K	0.09%	150
2022 Q4	$948K	Buy	6,252 +4,404	+238%	+$659K	0.1%	135
2022 Q3	$251K	Buy	1,848 +466	+34%	+$70K	0.03%	222
2022 Q2	$200K	Hold	1,382	–	–	0.02%	249
2022 Q1	$229K	Buy	+1,382	New	+$227K	0.02%	243
2021 Q4	–	Sell	-10,796	Closed	-$1.69M	–	268
2021 Q3	$1.69M	Hold	10,796	–	–	0.16%	114
2021 Q2	$1.71M	Buy	+10,796	New	+$1.71M	0.17%	114

Other funds holding IWD

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares Russell 1000 Value ETF (IWD) stake by 0.11% in Q2 2026, buying an estimated $5.82K and bringing the position to 22,144 shares worth $5.37M. The position accounts for 0.09% of the portfolio, ranked #192.

Atlantic Union Bankshares first reported a position in IWD in Q2 2021 and has held it in 20 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Atlantic Union Bankshares held 22,144 shares of iShares Russell 1000 Value ETF worth $5.37M as of Q2 2026.
Atlantic Union Bankshares bought 25 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $5.82K.
iShares Russell 1000 Value ETF made up 0.09% of Atlantic Union Bankshares's portfolio in Q2 2026, its #192 holding.
Atlantic Union Bankshares first reported a position in iShares Russell 1000 Value ETF in Q2 2021 and has held it in 20 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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