Cadence Bank NA’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,771	Closed	-$853K	–	120
2022 Q2	$853K	Hold	10,771	–	–	0.28%	84
2022 Q1	$1.08M	Buy	10,771 +34	+0.3%	+$3.39K	0.3%	78
2021 Q4	$1.24M	Buy	10,737 +179	+2%	+$20.9K	0.34%	73
2021 Q3	$1.18M	Buy	10,558 +32	+0.3%	+$3.68K	0.35%	73
2021 Q2	$1.19M	Hold	10,526	–	–	0.36%	70
2021 Q1	$1.07M	Hold	10,526	–	–	0.34%	78
2020 Q4	$1.08M	Hold	10,526	–	–	0.38%	69
2020 Q3	$910K	Hold	10,526	–	–	0.35%	74
2020 Q2	$833K	Hold	10,526	–	–	0.35%	74
2020 Q1	$640K	Sell	10,526 -840	-7%	-$61.2K	0.33%	78
2019 Q4	$867K	Hold	11,366	–	–	0.32%	87
2019 Q3	$803K	Sell	11,366 -3,128	-22%	-$225K	0.31%	91
2019 Q2	$1.03M	Buy	14,494 +1,554	+12%	+$108K	0.4%	75
2019 Q1	$878K	Buy	12,940 +2,456	+23%	+$158K	0.34%	86
2018 Q4	$596K	Buy	10,484 +2,110	+25%	+$128K	0.27%	96
2018 Q3	$568K	Hold	8,374	–	–	0.22%	111
2018 Q2	$531K	Hold	8,374	–	–	0.22%	105
2018 Q1	$515K	Hold	8,374	–	–	0.2%	112
2017 Q4	$505K	Hold	8,374	–	–	0.18%	117
2017 Q3	$474K	Buy	+8,374	New	+$459K	0.18%	120

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

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

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFIMH

American Family Insurance Mutual Holding Madison, Wisconsin $1.16B AUM 6.22% 1-Year Est. Return

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

Cadence Bank NA sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q3 2022, closing a stake of 10,771 shares — an estimated $853K sold.

Cadence Bank NA first reported a position in IWP in Q3 2017 and held it in 20 quarters. The position peaked at $1.24M in Q4 2021. 811 funds tracked by Wall St. Rank hold IWP as of Q3 2022.

Cadence Bank NA reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 10,771 iShares Russell Mid-Cap Growth ETF shares in Q3 2022, an estimated $853K.
Cadence Bank NA first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2017 and held it in 20 quarters.
Cadence Bank NA's iShares Russell Mid-Cap Growth ETF position peaked at $1.24M in Q4 2021.
811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2022.

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