Cadence Bank NA’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-12,414	Closed	-$791K	–	110
2022 Q2	$791K	Hold	12,414	–	–	0.26%	90
2022 Q1	$959K	Sell	12,414 -86	-0.7%	-$6.65K	0.27%	87
2021 Q4	$1.07M	Sell	12,500 -142	-1%	-$11.9K	0.29%	87
2021 Q3	$1M	Sell	12,642 -256	-2%	-$20.8K	0.3%	85
2021 Q2	$1.04M	Sell	12,898 -272	-2%	-$21.8K	0.31%	80
2021 Q1	$1.03M	Sell	13,170 -431	-3%	-$33.2K	0.33%	80
2020 Q4	$982K	Sell	13,601 -55	-0.4%	-$3.67K	0.35%	78
2020 Q3	$817K	Sell	13,656 -88	-0.6%	-$5.24K	0.32%	80
2020 Q2	$770K	Sell	13,744 -120	-0.9%	-$6.23K	0.33%	77
2020 Q1	$619K	Sell	13,864 -344	-2%	-$18.9K	0.32%	82
2019 Q4	$846K	Sell	14,208 -288	-2%	-$16.5K	0.31%	91
2019 Q3	$811K	Sell	14,496 -452	-3%	-$25.4K	0.32%	89
2019 Q2	$846K	Sell	14,948 -844	-5%	-$46.8K	0.33%	88
2019 Q1	$865K	Sell	15,792 -124	-0.8%	-$6.54K	0.34%	89
2018 Q4	$761K	Sell	15,916 -1,016	-6%	-$53.2K	0.34%	85
2018 Q3	$986K	Sell	16,932 -84	-0.5%	-$4.88K	0.37%	80
2018 Q2	$956K	Sell	17,016 -2,544	-13%	-$142K	0.39%	76
2018 Q1	$1.07M	Sell	19,560 -448	-2%	-$24.8K	0.43%	69
2017 Q4	$1.08M	Sell	20,008 -96	-0.5%	-$5.06K	0.4%	73
2017 Q3	$1.02M	Buy	+20,104	New	+$991K	0.38%	77
2015 Q2	–	Sell	-19,576	Closed	-$839K	–	143
2015 Q1	$839K	Hold	19,576	–	–	0.47%	46
2014 Q4	$781K	Hold	19,576	–	–	0.42%	49
2014 Q3	$741K	Sell	19,576 -280	-1%	-$10.8K	0.4%	51
2014 Q2	$780K	Buy	19,856 +260	+1%	+$9.83K	0.42%	48
2014 Q1	$749K	Sell	19,596 -80	-0.4%	-$3.01K	0.45%	45
2013 Q4	$739K	Hold	19,676	–	–	0.4%	53
2013 Q3	$684K	Sell	19,676 -844	-4%	-$28.7K	0.41%	50
2013 Q2	$661K	Buy	+20,520	New	+$666K	0.36%	50

Other funds holding IJK

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Cadence Bank NA sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q3 2022, closing a stake of 12,414 shares — an estimated $791K sold.

Cadence Bank NA first reported a position in IJK in Q2 2013 and held it in 28 quarters. The position peaked at $1.08M in Q4 2017. 643 funds tracked by Wall St. Rank hold IJK as of Q3 2022.

Cadence Bank NA reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 12,414 iShares S&P Mid-Cap 400 Growth ETF shares in Q3 2022, an estimated $791K.
Cadence Bank NA first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q2 2013 and held it in 28 quarters.
Cadence Bank NA's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.08M in Q4 2017.
643 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q3 2022.

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