Cadence Bank’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $700K | Buy |
3,246
+104
| +3% | +$22.4K | 0.05% | 200 |
|
2025
Q1 | $627K | Buy |
3,142
+90
| +3% | +$18K | 0.04% | 202 |
|
2024
Q4 | $674K | Buy |
3,052
+11
| +0.4% | +$2.43K | 0.05% | 196 |
|
2024
Q3 | $672K | Buy |
+3,041
| New | +$672K | 0.05% | 197 |
|
2024
Q2 | – | Sell |
-3,811
| Closed | -$801K | – | 329 |
|
2024
Q1 | $801K | Sell |
3,811
-1,012
| -21% | -$213K | 0.06% | 178 |
|
2023
Q4 | $968K | Buy |
4,823
+28
| +0.6% | +$5.62K | 0.08% | 154 |
|
2023
Q3 | $847K | Buy |
4,795
+534
| +13% | +$94.4K | 0.07% | 161 |
|
2023
Q2 | $798K | Sell |
4,261
-155
| -4% | -$29K | 0.07% | 176 |
|
2023
Q1 | $788K | Buy |
4,416
+148
| +3% | +$26.4K | 0.07% | 174 |
|
2022
Q4 | $744K | Buy |
4,268
+782
| +22% | +$136K | 0.07% | 182 |
|
2022
Q3 | $575K | Buy |
+3,486
| New | +$575K | 0.06% | 190 |
|