Cadence Bank NA’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-3,592	Closed	-$608K	–	117
2022 Q2	$608K	Buy	3,592 +240	+7%	+$44.2K	0.2%	109
2022 Q1	$688K	Buy	3,352 +10	+0.3%	+$2.04K	0.19%	115
2021 Q4	$743K	Buy	3,342 +215	+7%	+$48.6K	0.2%	108
2021 Q3	$684K	Hold	3,127	–	–	0.2%	111
2021 Q2	$717K	Buy	3,127 +9	+0.3%	+$2.02K	0.21%	112
2021 Q1	$689K	Buy	3,118 +1,070	+52%	+$234K	0.22%	114
2020 Q4	$402K	Sell	2,048 -221	-10%	-$38.7K	0.14%	134
2020 Q3	$340K	Buy	2,269 +703	+45%	+$106K	0.13%	136
2020 Q2	$224K	Buy	+1,566	New	+$205K	0.09%	157
2020 Q1	–	Sell	-1,750	Closed	-$290K	–	174
2019 Q4	$290K	Buy	1,750 +56	+3%	+$8.85K	0.11%	157
2019 Q3	$256K	Sell	1,694 -560	-25%	-$85.5K	0.1%	159
2019 Q2	$350K	Buy	2,254 +150	+7%	+$23.1K	0.14%	141
2019 Q1	$322K	Buy	2,104 +430	+26%	+$64.6K	0.13%	143
2018 Q4	$224K	Hold	1,674	–	–	0.1%	150
2018 Q3	$282K	Buy	1,674 +413	+33%	+$69.7K	0.11%	148
2018 Q2	$207K	Buy	+1,261	New	+$202K	0.08%	159

Other funds holding IWM

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cadence Bank NA sold out of iShares Russell 2000 ETF (IWM) in Q3 2022, closing a stake of 3,592 shares — an estimated $608K sold.

Cadence Bank NA first reported a position in IWM in Q2 2018 and held it in 16 quarters. The position peaked at $743K in Q4 2021. 1,854 funds tracked by Wall St. Rank hold IWM as of Q3 2022.

Cadence Bank NA reported no remaining iShares Russell 2000 ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 3,592 iShares Russell 2000 ETF shares in Q3 2022, an estimated $608K.
Cadence Bank NA first reported a position in iShares Russell 2000 ETF in Q2 2018 and held it in 16 quarters.
Cadence Bank NA's iShares Russell 2000 ETF position peaked at $743K in Q4 2021.
1,854 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2022.

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