Cadence Bank’s iShares International Select Dividend ETF IDV Stock Holding History

Cadence Bank’s Portfolio IDV Stock Details IDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$210K	Buy	+5,335	New	+$202K	0.01%	319
2025 Q1	–	Sell	-14,204	Closed	-$389K	–	327
2024 Q4	$389K	Sell	14,204 -511	-3%	-$14.6K	0.03%	245
2024 Q3	$445K	Buy	+14,715	New	+$429K	0.03%	231
2024 Q2	–	Sell	-15,702	Closed	-$440K	–	311
2024 Q1	$440K	Buy	15,702 +11	+0.1%	+$304	0.03%	234
2023 Q4	$439K	Sell	15,691 -1,010	-6%	-$26.3K	0.04%	231
2023 Q3	$424K	Hold	16,701	–	–	0.04%	234
2023 Q2	$440K	Buy	16,701 +4	+0%	+$109	0.04%	235
2023 Q1	$459K	Buy	16,697 +69	+0.4%	+$1.94K	0.04%	228
2022 Q4	$452K	Buy	16,628 +76	+0.5%	+$1.93K	0.04%	234
2022 Q3	$373K	Buy	+16,552	New	+$436K	0.04%	243

Other funds holding IDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $202M AUM

Cadence Bank's IDV Position: Q4 2025 in Review

Cadence Bank opened a new position in iShares International Select Dividend ETF (IDV) in Q4 2025: 5,335 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #319 among its holdings. This is a return to the name: Cadence Bank previously reported a position in IDV as recently as Q4 2024.

Cadence Bank first reported a position in IDV in Q3 2022 and has held it in 10 quarters since. The position peaked at $459K in Q1 2023. 576 funds tracked by Wall St. Rank hold IDV as of Q4 2025.

Cadence Bank held 5,335 shares of iShares International Select Dividend ETF worth $210K as of Q4 2025.
iShares International Select Dividend ETF was a new Cadence Bank position in Q4 2025.
iShares International Select Dividend ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #319 holding.
Cadence Bank first reported a position in iShares International Select Dividend ETF in Q3 2022 and has held it in 10 quarters since.
Cadence Bank's iShares International Select Dividend ETF position peaked at $459K in Q1 2023.
576 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.