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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.21M	Sell	10,009 -14	-0.1%	-$2.93K	0.04%	280
2026 Q1	$1.9M	Sell	10,023 -27	-0.3%	-$5.23K	0.04%	284
2025 Q4	$1.82M	Buy	10,050 +23	+0.2%	+$4.13K	0.03%	304
2025 Q3	$1.77M	Buy	10,027 +2,607	+35%	+$440K	0.03%	303
2025 Q2	$1.17M	Buy	+7,420	New	+$1.1M	0.03%	302

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.14% in Q2 2026, selling an estimated $2.93K and leaving 10,009 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #280.

Atlantic Union Bankshares first reported a position in IWN in Q2 2025 and has held it in 5 quarters since. 1,080 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Atlantic Union Bankshares held 10,009 shares of iShares Russell 2000 Value ETF worth $2.21M as of Q2 2026.
Atlantic Union Bankshares sold 14 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $2.93K.
iShares Russell 2000 Value ETF made up 0.04% of Atlantic Union Bankshares's portfolio in Q2 2026, its #280 holding.
Atlantic Union Bankshares first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 5 quarters since.
1,080 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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