Atlantic Union Bankshares’s iShares US Financials ETF IYF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$110K	Sell	860 -237	-22%	-$29.4K	﹤0.01%	764
2026 Q1	$129K	Buy	1,097 +1	+0.1%	+$124	﹤0.01%	683
2025 Q4	$141K	Buy	1,096 +1	+0.1%	+$125	﹤0.01%	658
2025 Q3	$139K	Buy	1,095 +1	+0.1%	+$124	﹤0.01%	674
2025 Q2	$132K	Buy	+1,094	New	+$123K	﹤0.01%	520

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

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

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

Atlantic Union Bankshares reduced its iShares US Financials ETF (IYF) stake by 22% in Q2 2026, selling an estimated $29.4K and leaving 860 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #764.

Atlantic Union Bankshares first reported a position in IYF in Q2 2025 and has held it in 5 quarters since. The position peaked at $141K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Atlantic Union Bankshares held 860 shares of iShares US Financials ETF worth $110K as of Q2 2026.
Atlantic Union Bankshares sold 237 iShares US Financials ETF shares in Q2 2026, an estimated $29.4K.
iShares US Financials ETF made up ﹤0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #764 holding.
Atlantic Union Bankshares first reported a position in iShares US Financials ETF in Q2 2025 and has held it in 5 quarters since.
Atlantic Union Bankshares's iShares US Financials ETF position peaked at $141K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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