Cadence Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Cadence Bank’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.32M	Sell	26,964 -7	-0%	-$857	0.19%	91
2025 Q3	$3.26M	Sell	26,971 -225	-0.8%	-$25.9K	0.2%	91
2025 Q2	$2.99M	Sell	27,196 -1,209	-4%	-$120K	0.2%	93
2025 Q1	$2.64M	Sell	28,405 -162	-0.6%	-$16.3K	0.19%	91
2024 Q4	$2.9M	Sell	28,567 -45	-0.2%	-$4.49K	0.2%	93
2024 Q3	$2.74M	Buy	+28,612	New	+$2.64M	0.19%	96
2024 Q2	–	Sell	-28,506	Closed	-$2.41M	–	325
2024 Q1	$2.41M	Sell	28,506 -261	-0.9%	-$21K	0.18%	100
2023 Q4	$2.16M	Hold	28,767	–	–	0.18%	102
2023 Q3	$1.97M	Buy	28,767 +496	+2%	+$35.1K	0.17%	102
2023 Q2	$1.99M	Sell	28,271 -9,560	-25%	-$632K	0.17%	100
2023 Q1	$2.42M	Hold	37,831	–	–	0.22%	92
2022 Q4	$2.21M	Buy	+37,831	New	+$2.27M	0.2%	94

Other funds holding IVW

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Cadence Bank's IVW Position: Q4 2025 in Review

Cadence Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.03% in Q4 2025, selling an estimated $857 and leaving 26,964 shares worth $3.32M. The position accounts for 0.19% of the portfolio, ranked #91.

Cadence Bank first reported a position in IVW in Q4 2022 and has held it in 12 quarters since. 2,068 funds tracked by Wall St. Rank hold IVW as of Q4 2025.

Cadence Bank held 26,964 shares of iShares S&P 500 Growth ETF worth $3.32M as of Q4 2025.
Cadence Bank sold 7 iShares S&P 500 Growth ETF shares in Q4 2025, an estimated $857.
iShares S&P 500 Growth ETF made up 0.19% of Cadence Bank's portfolio in Q4 2025, its #91 holding.
Cadence Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 12 quarters since.
2,068 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q4 2025.

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