Cadence Bank NA’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-55,556	Closed	-$3.04M	–	116
2022 Q2	$3.04M	Buy	55,556 +2,420	+5%	+$145K	0.99%	29
2022 Q1	$3.69M	Buy	53,136 +824	+2%	+$56.3K	1.03%	26
2021 Q4	$4M	Buy	52,312 +808	+2%	+$59.9K	1.09%	25
2021 Q3	$3.53M	Sell	51,504 -1,312	-2%	-$92.8K	1.05%	26
2021 Q2	$3.58M	Sell	52,816 -1,968	-4%	-$127K	1.07%	25
2021 Q1	$3.33M	Sell	54,784 -1,920	-3%	-$117K	1.05%	26
2020 Q4	$3.42M	Sell	56,704 -4,588	-7%	-$261K	1.21%	23
2020 Q3	$3.32M	Sell	61,292 -1,360	-2%	-$71.6K	1.29%	19
2020 Q2	$3.01M	Sell	62,652 -252	-0.4%	-$11.1K	1.27%	21
2020 Q1	$2.37M	Sell	62,904 -560	-0.9%	-$24.1K	1.21%	20
2019 Q4	$2.79M	Buy	63,464 +3,504	+6%	+$146K	1.03%	25
2019 Q3	$2.39M	Sell	59,960 -10,024	-14%	-$402K	0.94%	26
2019 Q2	$2.75M	Buy	69,984 +820	+1%	+$31.7K	1.07%	21
2019 Q1	$2.62M	Sell	69,164 -872	-1%	-$31.3K	1.03%	23
2018 Q4	$2.29M	Sell	70,036 -868	-1%	-$30.6K	1.03%	24
2018 Q3	$2.77M	Sell	70,904 -256	-0.4%	-$9.69K	1.05%	21
2018 Q2	$2.56M	Buy	71,160 +3,340	+5%	+$118K	1.04%	22
2018 Q1	$2.31M	Sell	67,820 -2,980	-4%	-$104K	0.92%	32
2017 Q4	$2.38M	Sell	70,800 -936	-1%	-$30.7K	0.87%	31
2017 Q3	$2.24M	Buy	+71,736	New	+$2.2M	0.85%	33
2015 Q2	–	Sell	-57,928	Closed	-$1.43M	–	147
2015 Q1	$1.43M	Hold	57,928	–	–	0.8%	24
2014 Q4	$1.39M	Hold	57,928	–	–	0.74%	26
2014 Q3	$1.33M	Sell	57,928 -24	-0%	-$550	0.71%	24
2014 Q2	$1.32M	Buy	57,952 +604	+1%	+$13.3K	0.71%	24
2014 Q1	$1.24M	Sell	57,348 -700	-1%	-$15K	0.74%	22
2013 Q4	$1.25M	Hold	58,048	–	–	0.68%	24
2013 Q3	$1.14M	Sell	58,048 -420	-0.7%	-$8.04K	0.68%	24
2013 Q2	$1.06M	Buy	+58,468	New	+$1.07M	0.58%	31

Other funds holding IWF

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

Cadence Bank NA sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2022, closing a stake of 55,556 shares — an estimated $3.04M sold.

Cadence Bank NA first reported a position in IWF in Q2 2013 and held it in 28 quarters. The position peaked at $4M in Q4 2021. 1,574 funds tracked by Wall St. Rank hold IWF as of Q3 2022.

Cadence Bank NA reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 55,556 iShares Russell 1000 Growth ETF shares in Q3 2022, an estimated $3.04M.
Cadence Bank NA first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and held it in 28 quarters.
Cadence Bank NA's iShares Russell 1000 Growth ETF position peaked at $4M in Q4 2021.
1,574 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2022.

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