Cadence Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Cadence Bank’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$798K	Sell	6,066 -70	-1%	-$9.11K	0.05%	188
2025 Q3	$796K	Sell	6,136 -33	-0.5%	-$4.23K	0.05%	190
2025 Q2	$762K	Sell	6,169 -20	-0.3%	-$2.35K	0.05%	191
2025 Q1	$741K	Sell	6,189 -205	-3%	-$25.7K	0.05%	187
2024 Q4	$799K	Sell	6,394 -126	-2%	-$16.1K	0.05%	179
2024 Q3	$806K	Buy	+6,520	New	+$775K	0.06%	178
2024 Q2	–	Sell	-6,037	Closed	-$714K	–	315
2024 Q1	$714K	Hold	6,037	–	–	0.05%	192
2023 Q4	$688K	Hold	6,037	–	–	0.06%	190
2023 Q3	$609K	Hold	6,037	–	–	0.05%	197
2023 Q2	$647K	Sell	6,037 -243	-4%	-$24.7K	0.06%	194
2023 Q1	$645K	Hold	6,280	–	–	0.06%	195
2022 Q4	$633K	Hold	6,280	–	–	0.06%	199
2022 Q3	$565K	Buy	+6,280	New	+$625K	0.06%	191

Other funds holding IJJ

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

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

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

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

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

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

Align Financial Hermantown, Minnesota $176M AUM

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

Cadence Bank's IJJ Position: Q4 2025 in Review

Cadence Bank reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 1.1% in Q4 2025, selling an estimated $9.11K and leaving 6,066 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #188.

Cadence Bank first reported a position in IJJ in Q3 2022 and has held it in 13 quarters since. The position peaked at $806K in Q3 2024. 838 funds tracked by Wall St. Rank hold IJJ as of Q4 2025.

Cadence Bank held 6,066 shares of iShares S&P Mid-Cap 400 Value ETF worth $798K as of Q4 2025.
Cadence Bank sold 70 iShares S&P Mid-Cap 400 Value ETF shares in Q4 2025, an estimated $9.11K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #188 holding.
Cadence Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $806K in Q3 2024.
838 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q4 2025.

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