Cadence Bank’s iShares Select U.S. REIT ETF ICF Stock Holding History

Cadence Bank’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$239K	Hold	4,000	–	–	0.01%	304
2025 Q3	$246K	Hold	4,000	–	–	0.02%	298
2025 Q2	$245K	Hold	4,000	–	–	0.02%	302
2025 Q1	$246K	Hold	4,000	–	–	0.02%	296
2024 Q4	$241K	Sell	4,000 -60	-1%	-$3.83K	0.02%	304
2024 Q3	$268K	Buy	+4,060	New	+$254K	0.02%	289
2024 Q2	–	Sell	-4,060	Closed	-$234K	–	310
2024 Q1	$234K	Hold	4,060	–	–	0.02%	309
2023 Q4	$238K	Hold	4,060	–	–	0.02%	301
2023 Q3	$204K	Hold	4,060	–	–	0.02%	319
2023 Q2	$226K	Hold	4,060	–	–	0.02%	313
2023 Q1	$225K	Hold	4,060	–	–	0.02%	311
2022 Q4	$223K	Hold	4,060	–	–	0.02%	308
2022 Q3	$218K	Buy	+4,060	New	+$252K	0.02%	305

Other funds holding ICF

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Bank of America

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

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Foundations Investment Advisors Phoenix, Arizona $8.06B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return