Cadence Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Cadence Bank’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.19M	Buy	48,369 +4,031	+9%	+$264K	0.19%	95
2025 Q3	$2.89M	Sell	44,338 -1,023	-2%	-$65.7K	0.18%	97
2025 Q2	$2.81M	Buy	45,361 +1,119	+3%	+$65.7K	0.19%	97
2025 Q1	$2.58M	Sell	44,242 -6,064	-12%	-$377K	0.18%	95
2024 Q4	$3.13M	Sell	50,306 -1,104	-2%	-$70.8K	0.21%	90
2024 Q3	$3.2M	Buy	+51,410	New	+$3.1M	0.22%	87
2024 Q2	–	Sell	-52,891	Closed	-$3.21M	–	314
2024 Q1	$3.21M	Sell	52,891 -2,099	-4%	-$119K	0.23%	84
2023 Q4	$3.05M	Sell	54,990 -4,695	-8%	-$238K	0.25%	81
2023 Q3	$2.98M	Buy	59,685 +1,500	+3%	+$78.6K	0.26%	79
2023 Q2	$3.04M	Buy	58,185 +60	+0.1%	+$2.98K	0.27%	82
2023 Q1	$2.91M	Sell	58,125 -2,250	-4%	-$115K	0.27%	85
2022 Q4	$2.92M	Buy	60,375 +940	+2%	+$45.4K	0.27%	82
2022 Q3	$2.61M	Buy	+59,435	New	+$2.87M	0.27%	82
2020 Q3	–	Sell	-16,735	Closed	-$595K	–	184
2020 Q2	$595K	Buy	+16,735	New	+$556K	0.12%	113

Other funds holding IJH

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cadence Bank's IJH Position: Q4 2025 in Review

Cadence Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 9.1% in Q4 2025, buying an estimated $264K and bringing the position to 48,369 shares worth $3.19M. The position accounts for 0.19% of the portfolio, ranked #95.

Cadence Bank first reported a position in IJH in Q2 2020 and has held it in 14 quarters since. The position peaked at $3.21M in Q1 2024. 2,633 funds tracked by Wall St. Rank hold IJH as of Q4 2025.

Cadence Bank held 48,369 shares of iShares Core S&P Mid-Cap ETF worth $3.19M as of Q4 2025.
Cadence Bank bought 4,031 iShares Core S&P Mid-Cap ETF shares in Q4 2025, an estimated $264K.
iShares Core S&P Mid-Cap ETF made up 0.19% of Cadence Bank's portfolio in Q4 2025, its #95 holding.
Cadence Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2020 and has held it in 14 quarters since.
Cadence Bank's iShares Core S&P Mid-Cap ETF position peaked at $3.21M in Q1 2024.
2,633 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q4 2025.

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