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

Cadence Bank’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$929K	Sell	9,586 -244	-2%	-$23.5K	0.05%	175
2025 Q3	$943K	Sell	9,830 -28	-0.3%	-$2.64K	0.06%	176
2025 Q2	$897K	Sell	9,858 -163	-2%	-$14K	0.06%	176
2025 Q1	$835K	Sell	10,021 -775	-7%	-$69.8K	0.06%	173
2024 Q4	$982K	Sell	10,796 -594	-5%	-$55.9K	0.07%	165
2024 Q3	$1.05M	Buy	+11,390	New	+$1.02M	0.07%	157
2024 Q2	–	Sell	-11,478	Closed	-$1.05M	–	316
2024 Q1	$1.05M	Sell	11,478 -216	-2%	-$18K	0.08%	156
2023 Q4	$926K	Sell	11,694 -58	-0.5%	-$4.26K	0.08%	158
2023 Q3	$849K	Sell	11,752 -200	-2%	-$15.1K	0.07%	160
2023 Q2	$896K	Sell	11,952 -816	-6%	-$58.3K	0.08%	163
2023 Q1	$913K	Hold	12,768	–	–	0.08%	156
2022 Q4	$872K	Sell	12,768 -312	-2%	-$21.4K	0.08%	164
2022 Q3	$824K	Buy	+13,080	New	+$903K	0.09%	157

Other funds holding IJK

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cadence Bank's IJK Position: Q4 2025 in Review

Cadence Bank reduced its iShares S&P Mid-Cap 400 Growth ETF (IJK) stake by 2.5% in Q4 2025, selling an estimated $23.5K and leaving 9,586 shares worth $929K. The position accounts for 0.05% of the portfolio, ranked #175.

Cadence Bank first reported a position in IJK in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.05M in Q1 2024. 920 funds tracked by Wall St. Rank hold IJK as of Q4 2025.

Cadence Bank held 9,586 shares of iShares S&P Mid-Cap 400 Growth ETF worth $929K as of Q4 2025.
Cadence Bank sold 244 iShares S&P Mid-Cap 400 Growth ETF shares in Q4 2025, an estimated $23.5K.
iShares S&P Mid-Cap 400 Growth ETF made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #175 holding.
Cadence Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.05M in Q1 2024.
920 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q4 2025.

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