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Cadence Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Cadence Bank’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$3.19M Buy
15,054
+56
+0.4% +$11.7K 0.19% 94
2025
Q3 		$3.1M Sell
14,998
-18
-0.1% -$3.62K 0.19% 95
2025
Q2 		$2.93M Sell
15,016
-600
-4% -$112K 0.19% 94
2025
Q1 		$2.98M Buy
15,616
+37
+0.2% +$7.16K 0.21% 86
2024
Q4 		$2.97M Sell
15,579
-2
-0% -$397 0.2% 92
2024
Q3 		$3.07M Buy
+15,581
New +$2.96M 0.21% 90
2024
Q2 		– Sell
-15,602
Closed -$2.91M – 323
2024
Q1 		$2.91M Buy
15,602
+72
+0.5% +$12.8K 0.21% 90
2023
Q4 		$2.7M Hold
15,530
– – 0.22% 87
2023
Q3 		$2.39M Sell
15,530
-20
-0.1% -$3.23K 0.21% 90
2023
Q2 		$2.51M Sell
15,550
-4,228
-21% -$650K 0.22% 88
2023
Q1 		$3M Buy
19,778
+3,105
+19% +$469K 0.28% 81
2022
Q4 		$2.42M Buy
16,673
+14,467
+656% +$2.07M 0.22% 91
2022
Q3 		$284K Buy
+2,206
New +$313K 0.03% 271

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cadence Bank's IVE Position: Q4 2025 in Review

Cadence Bank increased its iShares S&P 500 Value ETF (IVE) stake by 0.37% in Q4 2025, buying an estimated $11.7K and bringing the position to 15,054 shares worth $3.19M. The position accounts for 0.19% of the portfolio, ranked #94.

Cadence Bank first reported a position in IVE in Q3 2022 and has held it in 13 quarters since. 1,684 funds tracked by Wall St. Rank hold IVE as of Q4 2025.

  • Cadence Bank held 15,054 shares of iShares S&P 500 Value ETF worth $3.19M as of Q4 2025.
  • Cadence Bank bought 56 iShares S&P 500 Value ETF shares in Q4 2025, an estimated $11.7K.
  • iShares S&P 500 Value ETF made up 0.19% of Cadence Bank's portfolio in Q4 2025, its #94 holding.
  • Cadence Bank first reported a position in iShares S&P 500 Value ETF in Q3 2022 and has held it in 13 quarters since.
  • 1,684 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q4 2025.

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