Cadence Bank NA’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-810	Closed	-$213K	–	213
2022 Q1	$213K	Buy	+810	New	+$210K	0.06%	199
2020 Q3	–	Sell	-2,426	Closed	-$437K	–	182
2020 Q2	$437K	Hold	2,426	–	–	0.18%	113
2020 Q1	$360K	Hold	2,426	–	–	0.18%	122
2019 Q4	$457K	Hold	2,426	–	–	0.17%	125
2019 Q3	$422K	Sell	2,426 -123	-5%	-$21.3K	0.17%	128
2019 Q2	$439K	Hold	2,549	–	–	0.17%	129
2019 Q1	$425K	Hold	2,549	–	–	0.17%	121
2018 Q4	$374K	Hold	2,549	–	–	0.17%	121
2018 Q3	$439K	Sell	2,549 -16	-0.6%	-$2.71K	0.17%	127
2018 Q2	$416K	Hold	2,565	–	–	0.17%	122
2018 Q1	$401K	Hold	2,565	–	–	0.16%	123
2017 Q4	$405K	Buy	2,565 +123	+5%	+$19K	0.15%	129
2017 Q3	$365K	Buy	+2,442	New	+$357K	0.14%	128
2015 Q2	–	Sell	-2,843	Closed	-$352K	–	151
2015 Q1	$352K	Hold	2,843	–	–	0.2%	106
2014 Q4	$348K	Hold	2,843	–	–	0.19%	111
2014 Q3	$332K	Hold	2,843	–	–	0.18%	106
2014 Q2	$335K	Buy	+2,843	New	+$323K	0.18%	105

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cadence Bank NA's IWV Position: Q2 2022 in Review

Cadence Bank NA sold out of iShares Russell 3000 ETF (IWV) in Q2 2022, closing a stake of 810 shares — an estimated $213K sold.

Cadence Bank NA first reported a position in IWV in Q2 2014 and held it in 17 quarters. The position peaked at $457K in Q4 2019. 642 funds tracked by Wall St. Rank hold IWV as of Q2 2022.

Cadence Bank NA reported no remaining iShares Russell 3000 ETF position as of Q2 2022 after selling out during the quarter.
Cadence Bank NA sold 810 iShares Russell 3000 ETF shares in Q2 2022, an estimated $213K.
Cadence Bank NA first reported a position in iShares Russell 3000 ETF in Q2 2014 and held it in 17 quarters.
Cadence Bank NA's iShares Russell 3000 ETF position peaked at $457K in Q4 2019.
642 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2022.

Based on Cadence Bank NA's 13F filing for Q2 2022, filed 20 Jul 2022.