Atlantic Union Bankshares’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
12,231
+10,246
| +516% | +$2.21M | 0.06% | 234 |
|
|
2025
Q1 | $396K | Sell |
1,985
-5
| -0.3% | -$997 | 0.02% | 247 |
|
|
2024
Q4 | $440K | Buy |
1,990
+5
| +0.3% | +$1.11K | 0.03% | 245 |
|
|
2024
Q3 | $438K | Hold |
1,985
| – | – | 0.03% | 246 |
|
|
2024
Q2 | $403K | Buy |
1,985
+300
| +18% | +$60.9K | 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% | -$4.42K | 0.03% | 240 |
|
|
2023
Q2 | $320K | Buy |
1,710
+25
| +1% | +$4.68K | 0.03% | 246 |
|
|
2023
Q1 | $301K | Sell |
1,685
-100
| -6% | -$17.8K | 0.03% | 242 |
|
|
2022
Q4 | $311K | Sell |
1,785
-100
| -5% | -$17.4K | 0.03% | 223 |
|
|
2022
Q3 | $311K | Sell |
1,885
-469
| -20% | -$77.4K | 0.04% | 202 |
|
|
2022
Q2 | $399K | Hold |
2,354
| – | – | 0.04% | 191 |
|
|
2022
Q1 | $483K | Sell |
2,354
-14
| -0.6% | -$2.87K | 0.04% | 192 |
|
|
2021
Q4 | $527K | Hold |
2,368
| – | – | 0.04% | 188 |
|
|
2021
Q3 | $518K | Sell |
2,368
-101
| -4% | -$22.1K | 0.05% | 188 |
|
|
2021
Q2 | $566K | Hold |
2,469
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $546K | Buy |
2,469
+253
| +11% | +$55.9K | 0.06% | 178 |
|
|
2020
Q4 | $434K | Hold |
2,216
| – | – | 0.05% | 199 |
|
|
2020
Q3 | $332K | Buy |
2,216
+153
| +7% | +$22.9K | 0.04% | 198 |
|
|
2020
Q2 | $295K | Sell |
2,063
-845
| -29% | -$121K | 0.04% | 213 |
|
|
2020
Q1 | $333K | Sell |
2,908
-1,757
| -38% | -$201K | 0.05% | 192 |
|
|
2019
Q4 | $773K | Sell |
4,665
-4
| -0.1% | -$663 | 0.1% | 154 |
|
|
2019
Q3 | $707K | Buy |
+4,669
| New | +$707K | 0.09% | 154 |
|
|
2019
Q2 | – | Sell |
-3,121
| Closed | -$478K | – | 263 |
|
|
2019
Q1 | $478K | Buy |
+3,121
| New | +$478K | 0.13% | 95 |
|
|
2014
Q2 | – | Sell |
-182
| Closed | -$19K | – | 170 |
|
|
2014
Q1 | $19K | Buy |
+182
| New | +$19K | 0.01% | 170 |
|