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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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.27% in Q1 2026, selling an estimated $5.23K and leaving 10,023 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #284.

Atlantic Union Bankshares first reported a position in IWN in Q2 2025 and has held it in 4 quarters since. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • Atlantic Union Bankshares held 10,023 shares of iShares Russell 2000 Value ETF worth $1.9M as of Q1 2026.
  • Atlantic Union Bankshares sold 27 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $5.23K.
  • iShares Russell 2000 Value ETF made up 0.04% of Atlantic Union Bankshares's portfolio in Q1 2026, its #284 holding.
  • Atlantic Union Bankshares first reported a position in iShares Russell 2000 Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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