Cadence Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

Cadence Bank’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$2.33M	Hold	3,395	–	–	0.14%	107
2025 Q3	$2.27M	Sell	3,395 -524	-13%	-$337K	0.14%	112
2025 Q2	$2.43M	Buy	3,919 +98	+3%	+$56.3K	0.16%	106
2025 Q1	$2.15M	Buy	3,821 +153	+4%	+$90.3K	0.15%	107
2024 Q4	$2.16M	Sell	3,668 -128	-3%	-$75.8K	0.15%	110
2024 Q3	$2.19M	Buy	+3,796	New	+$2.11M	0.15%	106
2024 Q2	–	Sell	-4,235	Closed	-$2.23M	–	324
2024 Q1	$2.23M	Sell	4,235 -130	-3%	-$65K	0.16%	105
2023 Q4	$2.08M	Sell	4,365 -3,691	-46%	-$1.65M	0.17%	105
2023 Q3	$3.46M	Buy	8,056 +1,000	+14%	+$447K	0.3%	71
2023 Q2	$3.14M	Sell	7,056 -121	-2%	-$51K	0.27%	80
2023 Q1	$2.95M	Sell	7,177 -1,007	-12%	-$404K	0.27%	83
2022 Q4	$3.14M	Sell	8,184 -116	-1%	-$44.8K	0.29%	77
2022 Q3	$2.98M	Buy	+8,300	New	+$3.31M	0.31%	74
2022 Q1	–	Sell	-513	Closed	-$245K	–	201
2021 Q4	$245K	Hold	513	–	–	0.03%	179
2021 Q3	$221K	Hold	513	–	–	0.03%	184
2021 Q2	$221K	Hold	513	–	–	0.03%	183
2021 Q1	$204K	Buy	+513	New	+$199K	0.03%	192
2020 Q4	–	Sell	-602	Closed	-$202K	–	213
2020 Q3	$202K	Sell	602 -104	-15%	-$34.6K	0.04%	174
2020 Q2	$219K	Buy	+706	New	+$207K	0.05%	174
2020 Q1	–	Sell	-631	Closed	-$204K	–	193
2019 Q4	$204K	Buy	+631	New	+$195K	0.04%	189

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Cadence Bank's IVV Position: Q4 2025 in Review

Cadence Bank held its iShares Core S&P 500 ETF (IVV) position steady in Q4 2025 at 3,395 shares worth $2.33M. The position accounts for 0.14% of the portfolio, ranked #107.

Cadence Bank first reported a position in IVV in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.46M in Q3 2023. 4,001 funds tracked by Wall St. Rank hold IVV as of Q4 2025.

Cadence Bank held 3,395 shares of iShares Core S&P 500 ETF worth $2.33M as of Q4 2025.
Cadence Bank left its iShares Core S&P 500 ETF share count unchanged in Q4 2025.
iShares Core S&P 500 ETF made up 0.14% of Cadence Bank's portfolio in Q4 2025, its #107 holding.
Cadence Bank first reported a position in iShares Core S&P 500 ETF in Q4 2019 and has held it in 20 quarters since.
Cadence Bank's iShares Core S&P 500 ETF position peaked at $3.46M in Q3 2023.
4,001 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2025.

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