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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$660K	Sell	4,530 -151	-3%	-$22.4K	0.01%	429
2025 Q4	$660K	Sell	4,681 -692	-13%	-$96.7K	0.01%	434
2025 Q3	$750K	Buy	5,373 +1,050	+24%	+$144K	0.01%	422
2025 Q2	$571K	Buy	+4,323	New	+$542K	0.01%	378
2017 Q3	–	Sell	-3,116	Closed	-$262	–	142
2017 Q2	$262	Sell	3,116 -171	-5%	-$14.2K	0.09%	120
2017 Q1	$273	Sell	3,287 -235	-7%	-$19.4K	0.1%	115
2016 Q4	$283K	Hold	3,522	–	–	0.11%	115
2016 Q3	$270K	Hold	3,522	–	–	0.1%	115
2016 Q2	$262K	Sell	3,522 -201	-5%	-$14.6K	0.1%	121
2016 Q1	$264K	Buy	3,723 +146	+4%	+$9.63K	0.11%	120
2015 Q4	$246K	Buy	+3,577	New	+$251K	0.11%	125

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Atlantic Union Bankshares reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 3.2% in Q1 2026, selling an estimated $22.4K and leaving 4,530 shares worth $660K. The position accounts for 0.01% of the portfolio, ranked #429.

Atlantic Union Bankshares first reported a position in IWS in Q4 2015 and has held it in 11 quarters since. The position peaked at $750K in Q3 2025. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

Atlantic Union Bankshares held 4,530 shares of iShares Russell Mid-Cap Value ETF worth $660K as of Q1 2026.
Atlantic Union Bankshares sold 151 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $22.4K.
iShares Russell Mid-Cap Value ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #429 holding.
Atlantic Union Bankshares first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2015 and has held it in 11 quarters since.
Atlantic Union Bankshares's iShares Russell Mid-Cap Value ETF position peaked at $750K in Q3 2025.
988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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