CB
IJR icon

Cadence Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Cadence Bank’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$1.9M Sell
15,824
-517
-3% -$61.8K 0.11% 124
2025
Q3 		$1.94M Sell
16,341
-209
-1% -$24K 0.12% 124
2025
Q2 		$1.81M Sell
16,550
-13
-0.1% -$1.34K 0.12% 128
2025
Q1 		$1.73M Sell
16,563
-2,230
-12% -$252K 0.12% 122
2024
Q4 		$2.17M Sell
18,793
-1,315
-7% -$157K 0.15% 109
2024
Q3 		$2.35M Buy
+20,108
New +$2.27M 0.16% 104
2024
Q2 		– Sell
-20,968
Closed -$2.32M – 317
2024
Q1 		$2.32M Sell
20,968
-184
-0.9% -$19.5K 0.17% 104
2023
Q4 		$2.29M Buy
21,152
+1,283
+6% +$124K 0.19% 98
2023
Q3 		$1.87M Buy
19,869
+1,666
+9% +$166K 0.16% 104
2023
Q2 		$1.81M Sell
18,203
-178
-1% -$16.9K 0.16% 107
2023
Q1 		$1.78M Buy
18,381
+419
+2% +$41.9K 0.16% 107
2022
Q4 		$1.7M Buy
17,962
+915
+5% +$87.8K 0.16% 112
2022
Q3 		$1.49M Buy
17,047
+14,876
+685% +$1.44M 0.15% 114
2022
Q2 		$200K Buy
2,171
+313
+17% +$31.1K 0.03% 182
2022
Q1 		$200K Buy
+1,858
New +$201K 0.02% 188
2020
Q3 		– Sell
-8,801
Closed -$601K – 185
2020
Q2 		$601K Buy
+8,801
New +$556K 0.12% 112
2019
Q1 		– Sell
-7,152
Closed -$496K – 240
2018
Q4 		$496K Hold
7,152
– – 0.06% 136
2018
Q3 		$624K Buy
+7,152
New +$627K 0.06% 135

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cadence Bank's IJR Position: Q4 2025 in Review

Cadence Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.2% in Q4 2025, selling an estimated $61.8K and leaving 15,824 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #124.

Cadence Bank first reported a position in IJR in Q3 2018 and has held it in 18 quarters since. The position peaked at $2.35M in Q3 2024. 2,721 funds tracked by Wall St. Rank hold IJR as of Q4 2025.

  • Cadence Bank held 15,824 shares of iShares Core S&P Small-Cap ETF worth $1.9M as of Q4 2025.
  • Cadence Bank sold 517 iShares Core S&P Small-Cap ETF shares in Q4 2025, an estimated $61.8K.
  • iShares Core S&P Small-Cap ETF made up 0.11% of Cadence Bank's portfolio in Q4 2025, its #124 holding.
  • Cadence Bank first reported a position in iShares Core S&P Small-Cap ETF in Q3 2018 and has held it in 18 quarters since.
  • Cadence Bank's iShares Core S&P Small-Cap ETF position peaked at $2.35M in Q3 2024.
  • 2,721 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q4 2025.

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