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

Cadence Bank NA’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,713
Closed -$766K – 119
2022
Q2 		$766K Buy
3,713
+6
+0.2% +$1.34K 0.25% 96
2022
Q1 		$948K Sell
3,707
-18
-0.5% -$4.61K 0.26% 88
2021
Q4 		$1.09M Buy
3,725
+120
+3% +$36.2K 0.3% 84
2021
Q3 		$1.06M Sell
3,605
-23
-0.6% -$6.91K 0.31% 79
2021
Q2 		$1.13M Sell
3,628
-55
-1% -$16.5K 0.34% 75
2021
Q1 		$1.11M Sell
3,683
-106
-3% -$32.9K 0.35% 75
2020
Q4 		$1.09M Sell
3,789
-462
-11% -$118K 0.38% 67
2020
Q3 		$942K Sell
4,251
-17
-0.4% -$3.72K 0.37% 70
2020
Q2 		$883K Sell
4,268
-34
-0.8% -$6.36K 0.37% 69
2020
Q1 		$680K Sell
4,302
-265
-6% -$52.6K 0.35% 75
2019
Q4 		$978K Sell
4,567
-46
-1% -$9.34K 0.36% 79
2019
Q3 		$889K Sell
4,613
-701
-13% -$139K 0.35% 83
2019
Q2 		$1.07M Sell
5,314
-97
-2% -$19.2K 0.42% 72
2019
Q1 		$1.06M Buy
5,411
+328
+6% +$62.4K 0.42% 71
2018
Q4 		$854K Sell
5,083
-20
-0.4% -$3.73K 0.38% 78
2018
Q3 		$1.1M Hold
5,103
– – 0.42% 72
2018
Q2 		$1.04M Buy
5,103
+297
+6% +$59.4K 0.43% 70
2018
Q1 		$916K Sell
4,806
-64
-1% -$12.3K 0.36% 80
2017
Q4 		$909K Sell
4,870
-49
-1% -$8.94K 0.33% 83
2017
Q3 		$880K Buy
+4,919
New +$836K 0.33% 85
2015
Q2 		– Sell
-4,415
Closed -$669K – 149
2015
Q1 		$669K Hold
4,415
– – 0.37% 60
2014
Q4 		$629K Hold
4,415
– – 0.34% 64
2014
Q3 		$573K Hold
4,415
– – 0.31% 64
2014
Q2 		$611K Buy
4,415
+33
+0.8% +$4.34K 0.33% 60
2014
Q1 		$596K Hold
4,382
– – 0.35% 59
2013
Q4 		$594K Hold
4,382
– – 0.32% 62
2013
Q3 		$551K Hold
4,382
– – 0.33% 62
2013
Q2 		$489K Buy
+4,382
New +$479K 0.27% 68

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
APF
Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

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

Cadence Bank NA sold out of iShares Russell 2000 Growth ETF (IWO) in Q3 2022, closing a stake of 3,713 shares — an estimated $766K sold.

Cadence Bank NA first reported a position in IWO in Q2 2013 and held it in 28 quarters. The position peaked at $1.13M in Q2 2021. 788 funds tracked by Wall St. Rank hold IWO as of Q3 2022.

  • Cadence Bank NA reported no remaining iShares Russell 2000 Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Cadence Bank NA sold 3,713 iShares Russell 2000 Growth ETF shares in Q3 2022, an estimated $766K.
  • Cadence Bank NA first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and held it in 28 quarters.
  • Cadence Bank NA's iShares Russell 2000 Growth ETF position peaked at $1.13M in Q2 2021.
  • 788 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2022.

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