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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$84.3M	Sell	866,594 -24,620	-3%	-$2.46M	1.62%	11
2025 Q4	$85.8M	Buy	891,214 +13,680	+2%	+$1.32M	1.61%	11
2025 Q3	$84.7M	Buy	877,534 +72,260	+9%	+$6.85M	1.6%	11
2025 Q2	$74.1M	Buy	805,274 +50,159	+7%	+$4.33M	1.69%	11
2025 Q1	$64.2M	Sell	755,115 -4,276	-0.6%	-$381K	3.89%	3
2024 Q4	$67.1M	Buy	759,391 +18,047	+2%	+$1.64M	3.91%	3
2024 Q3	$65.3M	Sell	741,344 -192,670	-21%	-$16.2M	3.8%	3
2024 Q2	$75.7M	Buy	934,014 +6,821	+0.7%	+$555K	4.72%	1
2024 Q1	$78M	Buy	927,193 +1,293	+0.1%	+$102K	6.57%	1
2023 Q4	$72M	Sell	925,900 -5,417	-0.6%	-$385K	6.67%	1
2023 Q3	$64.5M	Sell	931,317 -23,376	-2%	-$1.71M	6.61%	1
2023 Q2	$69.7M	Buy	954,693 +11,487	+1%	+$799K	6.95%	1
2023 Q1	$65.9M	Sell	943,206 -5,074	-0.5%	-$358K	6.86%	1
2022 Q4	$64M	Sell	948,280 -8,298	-0.9%	-$560K	6.84%	1
2022 Q3	$59.5M	Sell	956,578 -28,632	-3%	-$1.97M	6.83%	1
2022 Q2	$63.7M	Buy	985,210 +144,565	+17%	+$10.3M	6.51%	1
2022 Q1	$65.6M	Buy	840,645 +33,442	+4%	+$2.57M	5.74%	2
2021 Q4	$67M	Buy	807,203 +45,002	+6%	+$3.69M	5.68%	2
2021 Q3	$59.6M	Buy	762,201 +47,115	+7%	+$3.77M	5.61%	2
2021 Q2	$56.7M	Buy	715,086 +38,008	+6%	+$2.95M	5.47%	2
2021 Q1	$50.1M	Buy	677,078 +54,881	+9%	+$3.97M	5.11%	2
2020 Q4	$42.7M	Buy	622,197 +23,986	+4%	+$1.53M	4.43%	2
2020 Q3	$34.3M	Buy	598,211 +68,286	+13%	+$3.89M	4%	3
2020 Q2	$28.4M	Buy	529,925 +515,445	+3,560%	+$25.8M	3.54%	3
2020 Q1	$625K	Buy	14,480 +10,678	+281%	+$588K	0.09%	159
2019 Q4	$227K	Hold	3,802	–	–	0.03%	227
2019 Q3	$213K	Hold	3,802	–	–	0.03%	235
2019 Q2	$213K	Sell	3,802 -150	-4%	-$8.23K	0.03%	243
2019 Q1	$213K	Buy	+3,952	New	+$205K	0.06%	124
2018 Q4	–	Sell	-3,952	Closed	-$218K	–	132
2018 Q3	$218K	Hold	3,952	–	–	0.07%	123
2018 Q2	$210K	Sell	3,952 -1,300	-25%	-$68.4K	0.07%	119
2018 Q1	$271K	Buy	+5,252	New	+$277K	0.08%	112

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q1 2026, selling an estimated $2.46M and leaving 866,594 shares worth $84.3M. The position accounts for 1.62% of the portfolio, ranked #11.

Atlantic Union Bankshares first reported a position in IWR in Q1 2018 and has held it in 32 quarters since. The position peaked at $85.8M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Atlantic Union Bankshares held 866,594 shares of iShares Russell Mid-Cap ETF worth $84.3M as of Q1 2026.
Atlantic Union Bankshares sold 24,620 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.46M.
iShares Russell Mid-Cap ETF made up 1.62% of Atlantic Union Bankshares's portfolio in Q1 2026, its #11 holding.
Atlantic Union Bankshares first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 32 quarters since.
Atlantic Union Bankshares's iShares Russell Mid-Cap ETF position peaked at $85.8M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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