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Atlantic Union Bankshares’s iShares Russell 2000 ETF IWM Stock Holding History

Atlantic Union Bankshares’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.27M Sell
10,887
-1,122
-9% -$315K 0.05% 244
2026
Q1 		$2.98M Buy
12,009
+1,050
+10% +$271K 0.06% 240
2025
Q4 		$2.7M Sell
10,959
-260
-2% -$63.9K 0.05% 263
2025
Q3 		$2.71M Sell
11,219
-1,012
-8% -$232K 0.05% 258
2025
Q2 		$2.64M Buy
12,231
+10,246
+516% +$2.06M 0.06% 234
2025
Q1 		$396K Sell
1,985
-5
-0.3% -$1.08K 0.02% 247
2024
Q4 		$440K Buy
1,990
+5
+0.3% +$1.14K 0.03% 245
2024
Q3 		$438K Hold
1,985
– – 0.03% 246
2024
Q2 		$403K Buy
1,985
+300
+18% +$60.6K 0.03% 252
2024
Q1 		$354K Hold
1,685
– – 0.03% 232
2023
Q4 		$338K Hold
1,685
– – 0.03% 237
2023
Q3 		$298K Sell
1,685
-25
-1% -$4.69K 0.03% 240
2023
Q2 		$320K Buy
1,710
+25
+1% +$4.46K 0.03% 246
2023
Q1 		$301K Sell
1,685
-100
-6% -$18.4K 0.03% 242
2022
Q4 		$311K Sell
1,785
-100
-5% -$17.8K 0.03% 223
2022
Q3 		$311K Sell
1,885
-469
-20% -$85.5K 0.04% 202
2022
Q2 		$399K Hold
2,354
– – 0.04% 191
2022
Q1 		$483K Sell
2,354
-14
-0.6% -$2.86K 0.04% 192
2021
Q4 		$527K Hold
2,368
– – 0.04% 188
2021
Q3 		$518K Sell
2,368
-101
-4% -$22.4K 0.05% 188
2021
Q2 		$566K Hold
2,469
– – 0.05% 189
2021
Q1 		$546K Buy
2,469
+253
+11% +$55.2K 0.06% 178
2020
Q4 		$434K Hold
2,216
– – 0.05% 199
2020
Q3 		$332K Buy
2,216
+153
+7% +$23K 0.04% 198
2020
Q2 		$295K Sell
2,063
-845
-29% -$111K 0.04% 213
2020
Q1 		$333K Sell
2,908
-1,757
-38% -$262K 0.05% 192
2019
Q4 		$773K Sell
4,665
-4
-0.1% -$632 0.1% 154
2019
Q3 		$707K Buy
+4,669
New +$713K 0.09% 154
2019
Q2 		– Sell
-3,121
Closed -$478K – 263
2019
Q1 		$478K Buy
+3,121
New +$469K 0.13% 95
2014
Q2 		– Sell
-182
Closed -$19K – 170
2014
Q1 		$19K Buy
+182
New +$21K 0.01% 170

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell 2000 ETF (IWM) stake by 9.3% in Q2 2026, selling an estimated $315K and leaving 10,887 shares worth $3.27M. The position accounts for 0.05% of the portfolio, ranked #244.

Atlantic Union Bankshares first reported a position in IWM in Q1 2014 and has held it in 30 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Atlantic Union Bankshares held 10,887 shares of iShares Russell 2000 ETF worth $3.27M as of Q2 2026.
  • Atlantic Union Bankshares sold 1,122 iShares Russell 2000 ETF shares in Q2 2026, an estimated $315K.
  • iShares Russell 2000 ETF made up 0.05% of Atlantic Union Bankshares's portfolio in Q2 2026, its #244 holding.
  • Atlantic Union Bankshares first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 30 quarters since.
  • 2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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