Cadence Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Cadence Bank’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.69M	Hold	4,528	–	–	0.1%	129
2025 Q3	$1.65M	Hold	4,528	–	–	0.1%	131
2025 Q2	$1.54M	Sell	4,528 -53	-1%	-$16.6K	0.1%	140
2025 Q1	$1.41M	Hold	4,581	–	–	0.1%	133
2024 Q4	$1.48M	Hold	4,581	–	–	0.1%	136
2024 Q3	$1.44M	Buy	+4,581	New	+$1.39M	0.1%	140
2024 Q2	–	Sell	-4,581	Closed	-$1.32M	–	326
2024 Q1	$1.32M	Hold	4,581	–	–	0.1%	140
2023 Q4	$1.2M	Buy	+4,581	New	+$1.12M	0.1%	141

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

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

Cadence Bank's IWB Position: Q4 2025 in Review

Cadence Bank held its iShares Russell 1000 ETF (IWB) position steady in Q4 2025 at 4,528 shares worth $1.69M. The position accounts for 0.1% of the portfolio, ranked #129.

Cadence Bank first reported a position in IWB in Q4 2023 and has held it in 8 quarters since. 1,493 funds tracked by Wall St. Rank hold IWB as of Q4 2025.

Cadence Bank held 4,528 shares of iShares Russell 1000 ETF worth $1.69M as of Q4 2025.
Cadence Bank left its iShares Russell 1000 ETF share count unchanged in Q4 2025.
iShares Russell 1000 ETF made up 0.1% of Cadence Bank's portfolio in Q4 2025, its #129 holding.
Cadence Bank first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 8 quarters since.
1,493 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q4 2025.

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