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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares Russell 2000 ETF (IWM) stake by 9.6% in Q1 2026, buying an estimated $271K and bringing the position to 12,009 shares worth $2.98M. The position accounts for 0.06% of the portfolio, ranked #240.

Atlantic Union Bankshares first reported a position in IWM in Q1 2014 and has held it in 29 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

  • Atlantic Union Bankshares held 12,009 shares of iShares Russell 2000 ETF worth $2.98M as of Q1 2026.
  • Atlantic Union Bankshares bought 1,050 iShares Russell 2000 ETF shares in Q1 2026, an estimated $271K.
  • iShares Russell 2000 ETF made up 0.06% of Atlantic Union Bankshares's portfolio in Q1 2026, its #240 holding.
  • Atlantic Union Bankshares first reported a position in iShares Russell 2000 ETF in Q1 2014 and has held it in 29 quarters since.
  • 2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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