Atlantic Union Bankshares’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $114M | Buy |
1,035,865
+169,271
| +20% | +$17.8M | 1.91% | 8 |
|
|
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
Atlantic Union Bankshares's IWR Position: Q2 2026 in Review
Atlantic Union Bankshares increased its iShares Russell Mid-Cap ETF (IWR) stake by 20% in Q2 2026, buying an estimated $17.8M and bringing the position to 1,035,865 shares worth $114M. The position accounts for 1.91% of the portfolio, ranked #8.
Atlantic Union Bankshares first reported a position in IWR in Q1 2018 and has held it in 33 quarters since. 1,595 funds tracked by Wall St. Rank hold IWR as of Q2 2026.
- Atlantic Union Bankshares held 1,035,865 shares of iShares Russell Mid-Cap ETF worth $114M as of Q2 2026.
- Atlantic Union Bankshares bought 169,271 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $17.8M.
- iShares Russell Mid-Cap ETF made up 1.91% of Atlantic Union Bankshares's portfolio in Q2 2026, its #8 holding.
- Atlantic Union Bankshares first reported a position in iShares Russell Mid-Cap ETF in Q1 2018 and has held it in 33 quarters since.
- 1,595 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.
Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.