Atlantic Union Bankshares’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$462K	Hold	1,084	–	–	0.01%	483
2026 Q1	$402K	Hold	1,084	–	–	0.01%	487
2025 Q4	$419K	Hold	1,084	–	–	0.01%	482
2025 Q3	$411K	Buy	1,084 +460	+74%	+$168K	0.01%	492
2025 Q2	$219K	Buy	+624	New	+$203K	0.01%	468
2024 Q4	–	Sell	-643	Closed	-$210K	–	322
2024 Q3	$210K	Buy	+643	New	+$202K	0.01%	311
2024 Q2	–	Sell	-692	Closed	-$208K	–	314
2024 Q1	$208K	Buy	+692	New	+$197K	0.02%	274
2022 Q4	–	Sell	-1,034	Closed	-$214K	–	256
2022 Q3	$214K	Hold	1,034	–	–	0.02%	237
2022 Q2	$225K	Hold	1,034	–	–	0.02%	237
2022 Q1	$271K	Hold	1,034	–	–	0.02%	235
2021 Q4	$287K	Hold	1,034	–	–	0.02%	228
2021 Q3	$264K	Hold	1,034	–	–	0.02%	235
2021 Q2	$265K	Buy	+1,034	New	+$258K	0.03%	240

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Atlantic Union Bankshares held its iShares Russell 3000 ETF (IWV) position steady in Q2 2026 at 1,084 shares worth $462K. The position accounts for 0.01% of the portfolio, ranked #483.

Atlantic Union Bankshares first reported a position in IWV in Q2 2021 and has held it in 13 quarters since. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Atlantic Union Bankshares held 1,084 shares of iShares Russell 3000 ETF worth $462K as of Q2 2026.
Atlantic Union Bankshares left its iShares Russell 3000 ETF share count unchanged in Q2 2026.
iShares Russell 3000 ETF made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #483 holding.
Atlantic Union Bankshares first reported a position in iShares Russell 3000 ETF in Q2 2021 and has held it in 13 quarters since.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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