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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,208	Closed	-$337K	–	121
2022 Q2	$337K	Hold	5,208	–	–	0.11%	152
2022 Q1	$406K	Sell	5,208 -43	-0.8%	-$3.31K	0.11%	143
2021 Q4	$436K	Buy	5,251 +597	+13%	+$49K	0.12%	142
2021 Q3	$364K	Hold	4,654	–	–	0.11%	151
2021 Q2	$368K	Buy	4,654 +34	+0.7%	+$2.64K	0.11%	153
2021 Q1	$341K	Hold	4,620	–	–	0.11%	158
2020 Q4	$316K	Sell	4,620 -1,520	-25%	-$96.8K	0.11%	151
2020 Q3	$353K	Hold	6,140	–	–	0.14%	132
2020 Q2	$329K	Hold	6,140	–	–	0.14%	137
2020 Q1	$265K	Buy	6,140 +88	+1%	+$4.84K	0.14%	139
2019 Q4	$361K	Buy	6,052 +1,460	+32%	+$83.8K	0.13%	142
2019 Q3	$257K	Sell	4,592 -377	-8%	-$21.1K	0.1%	158
2019 Q2	$277K	Hold	4,969	–	–	0.11%	153
2019 Q1	$268K	Buy	4,969 +377	+8%	+$19.5K	0.11%	151
2018 Q4	$213K	Hold	4,592	–	–	0.1%	153
2018 Q3	$253K	Sell	4,592 -48	-1%	-$2.63K	0.1%	156
2018 Q2	$246K	Buy	+4,640	New	+$244K	0.1%	149

Other funds holding IWR

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Cadence Bank NA sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2022, closing a stake of 5,208 shares — an estimated $337K sold.

Cadence Bank NA first reported a position in IWR in Q2 2018 and held it in 17 quarters. The position peaked at $436K in Q4 2021. 1,060 funds tracked by Wall St. Rank hold IWR as of Q3 2022.

Cadence Bank NA reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2022 after selling out during the quarter.
Cadence Bank NA sold 5,208 iShares Russell Mid-Cap ETF shares in Q3 2022, an estimated $337K.
Cadence Bank NA first reported a position in iShares Russell Mid-Cap ETF in Q2 2018 and held it in 17 quarters.
Cadence Bank NA's iShares Russell Mid-Cap ETF position peaked at $436K in Q4 2021.
1,060 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2022.

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