Atlantic Union Bankshares’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.61M	Buy	51,960 +13,309	+34%	+$1.83M	0.13%	155
2026 Q1	$4.95M	Buy	38,651 +5,865	+18%	+$794K	0.1%	192
2025 Q4	$4.49M	Buy	32,786 +13,236	+68%	+$1.85M	0.08%	204
2025 Q3	$2.78M	Buy	19,550 +189	+1%	+$26.7K	0.05%	255
2025 Q2	$2.68M	Buy	19,361 +13,165	+212%	+$1.67M	0.06%	230
2025 Q1	$728K	Sell	6,196 -195	-3%	-$25.1K	0.04%	200
2024 Q4	$810K	Hold	6,391	–	–	0.05%	208
2024 Q3	$750K	Sell	6,391 -5,908	-48%	-$661K	0.04%	216
2024 Q2	$1.36M	Sell	12,299 -4,665	-27%	-$512K	0.08%	172
2024 Q1	$1.94M	Sell	16,964 -939	-5%	-$102K	0.16%	125
2023 Q4	$1.87M	Sell	17,903 -1,442	-7%	-$137K	0.17%	126
2023 Q3	$1.77M	Sell	19,345 -1,860	-9%	-$178K	0.18%	121
2023 Q2	$2.05M	Sell	21,205 -2,852	-12%	-$260K	0.2%	106
2023 Q1	$2.19M	Sell	24,057 -4,401	-15%	-$393K	0.23%	100
2022 Q4	$2.38M	Sell	28,458 -980	-3%	-$82.5K	0.25%	99
2022 Q3	$2.31M	Sell	29,438 -374	-1%	-$32.2K	0.27%	94
2022 Q2	$2.36M	Sell	29,812 -144,097	-83%	-$12.5M	0.24%	95
2022 Q1	$17.5M	Buy	173,909 +3,191	+2%	+$318K	1.53%	10
2021 Q4	$19.7M	Sell	170,718 -181	-0.1%	-$21.1K	1.67%	8
2021 Q3	$19.2M	Sell	170,899 -9,597	-5%	-$1.1M	1.8%	8
2021 Q2	$20.4M	Sell	180,496 -17,095	-9%	-$1.83M	1.97%	6
2021 Q1	$20.2M	Buy	197,591 +401	+0.2%	+$41.9K	2.06%	6
2020 Q4	$20.2M	Sell	197,190 -14,910	-7%	-$1.42M	2.1%	6
2020 Q3	$18.3M	Sell	212,100 -13,078	-6%	-$1.1M	2.13%	7
2020 Q2	$17.8M	Buy	225,178 +81,988	+57%	+$5.95M	2.22%	7
2020 Q1	$8.71M	Buy	+143,190	New	+$10.4M	1.27%	17
2014 Q2	–	Sell	-194	Closed	-$8K	–	171
2014 Q1	$8K	Buy	+194	New	+$8.26K	﹤0.01%	212

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Atlantic Union Bankshares increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 34% in Q2 2026, buying an estimated $1.83M and bringing the position to 51,960 shares worth $7.61M. The position accounts for 0.13% of the portfolio, ranked #155.

Atlantic Union Bankshares first reported a position in IWP in Q1 2014 and has held it in 27 quarters since. The position peaked at $20.4M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Atlantic Union Bankshares held 51,960 shares of iShares Russell Mid-Cap Growth ETF worth $7.61M as of Q2 2026.
Atlantic Union Bankshares bought 13,309 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.83M.
iShares Russell Mid-Cap Growth ETF made up 0.13% of Atlantic Union Bankshares's portfolio in Q2 2026, its #155 holding.
Atlantic Union Bankshares first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2014 and has held it in 27 quarters since.
Atlantic Union Bankshares's iShares Russell Mid-Cap Growth ETF position peaked at $20.4M in Q2 2021.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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