Cadence Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

Cadence Bank’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$809K	Sell	3,848 -523	-12%	-$108K	0.05%	187
2025 Q3	$890K	Sell	4,371 -6	-0.1%	-$1.19K	0.05%	183
2025 Q2	$850K	Sell	4,377 -6	-0.1%	-$1.11K	0.06%	183
2025 Q1	$825K	Sell	4,383 -189	-4%	-$36K	0.06%	174
2024 Q4	$846K	Buy	4,572 +176	+4%	+$33.8K	0.06%	176
2024 Q3	$834K	Buy	+4,396	New	+$801K	0.06%	175
2024 Q2	–	Sell	-4,192	Closed	-$751K	–	327
2024 Q1	$751K	Hold	4,192	–	–	0.05%	188
2023 Q4	$693K	Sell	4,192 -600	-13%	-$92.7K	0.06%	189
2023 Q3	$728K	Hold	4,792	–	–	0.06%	179
2023 Q2	$756K	Sell	4,792 -182	-4%	-$27.8K	0.07%	180
2023 Q1	$757K	Hold	4,974	–	–	0.07%	178
2022 Q4	$754K	Sell	4,974 -214	-4%	-$32K	0.07%	179
2022 Q3	$706K	Buy	+5,188	New	+$780K	0.07%	170

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cadence Bank's IWD Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q4 2025, selling an estimated $108K and leaving 3,848 shares worth $809K. The position accounts for 0.05% of the portfolio, ranked #187.

Cadence Bank first reported a position in IWD in Q3 2022 and has held it in 13 quarters since. The position peaked at $890K in Q3 2025. 1,906 funds tracked by Wall St. Rank hold IWD as of Q4 2025.

Cadence Bank held 3,848 shares of iShares Russell 1000 Value ETF worth $809K as of Q4 2025.
Cadence Bank sold 523 iShares Russell 1000 Value ETF shares in Q4 2025, an estimated $108K.
iShares Russell 1000 Value ETF made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #187 holding.
Cadence Bank first reported a position in iShares Russell 1000 Value ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell 1000 Value ETF position peaked at $890K in Q3 2025.
1,906 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q4 2025.

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