Cadence Bank NA’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cadence Bank NA’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-56,110	Closed	-$2.54M	–	108
2022 Q2	$2.54M	Sell	56,110 -1,290	-2%	-$63.7K	0.82%	36
2022 Q1	$3.08M	Buy	57,400 +735	+1%	+$39.1K	0.86%	36
2021 Q4	$3.21M	Sell	56,665 -270	-0.5%	-$15K	0.87%	33
2021 Q3	$3M	Buy	56,935 +215	+0.4%	+$11.6K	0.89%	35
2021 Q2	$3.05M	Sell	56,720 -605	-1%	-$32.7K	0.91%	34
2021 Q1	$2.98M	Buy	57,325 +3,855	+7%	+$193K	0.94%	31
2020 Q4	$2.46M	Sell	53,470 -615	-1%	-$25.9K	0.87%	34
2020 Q3	$2M	Sell	54,085 -9,195	-15%	-$344K	0.78%	36
2020 Q2	$2.25M	Sell	63,280 -5,015	-7%	-$167K	0.95%	29
2020 Q1	$1.97M	Sell	68,295 -220	-0.3%	-$8.18K	1%	30
2019 Q4	$2.82M	Sell	68,515 -5,690	-8%	-$225K	1.04%	24
2019 Q3	$2.87M	Sell	74,205 -385	-0.5%	-$14.8K	1.12%	20
2019 Q2	$2.9M	Buy	74,590 +2,125	+3%	+$81.4K	1.13%	19
2019 Q1	$2.75M	Buy	72,465 +2,070	+3%	+$76.4K	1.08%	22
2018 Q4	$2.34M	Buy	70,395 +2,225	+3%	+$81.2K	1.05%	22
2018 Q3	$2.74M	Sell	68,170 -440	-0.6%	-$17.7K	1.04%	23
2018 Q2	$2.67M	Sell	68,610 -430	-0.6%	-$16.6K	1.09%	18
2018 Q1	$2.59M	Sell	69,040 -1,595	-2%	-$61K	1.03%	27
2017 Q4	$2.68M	Sell	70,635 -8,425	-11%	-$312K	0.98%	24
2017 Q3	$2.83M	Buy	+79,060	New	+$2.75M	1.07%	19
2015 Q2	–	Sell	-64,890	Closed	-$1.97M	–	141
2015 Q1	$1.97M	Buy	64,890 +9,135	+16%	+$270K	1.1%	16
2014 Q4	$1.61M	Buy	55,755 +5,500	+11%	+$155K	0.86%	21
2014 Q3	$1.38M	Sell	50,255 -2,600	-5%	-$73.3K	0.74%	23
2014 Q2	$1.51M	Buy	52,855 +8,360	+19%	+$230K	0.81%	22
2014 Q1	$1.22M	Sell	44,495 -945	-2%	-$25.4K	0.73%	23
2013 Q4	$1.22M	Buy	45,440 +3,255	+8%	+$84K	0.66%	25
2013 Q3	$1.05M	Sell	42,185 -540	-1%	-$13.2K	0.63%	29
2013 Q2	$987K	Buy	+42,725	New	+$992K	0.54%	35

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cadence Bank NA's IJH Position: Q3 2022 in Review

Cadence Bank NA sold out of iShares Core S&P Mid-Cap ETF (IJH) in Q3 2022, closing a stake of 56,110 shares — an estimated $2.54M sold.

Cadence Bank NA first reported a position in IJH in Q2 2013 and held it in 28 quarters. The position peaked at $3.21M in Q4 2021. 1,768 funds tracked by Wall St. Rank hold IJH as of Q3 2022.

Cadence Bank NA reported no remaining iShares Core S&P Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 56,110 iShares Core S&P Mid-Cap ETF shares in Q3 2022, an estimated $2.54M.
Cadence Bank NA first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2013 and held it in 28 quarters.
Cadence Bank NA's iShares Core S&P Mid-Cap ETF position peaked at $3.21M in Q4 2021.
1,768 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q3 2022.

Based on Cadence Bank NA's 13F filing for Q3 2022, filed 27 Oct 2022.