Cadence Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Cadence Bank’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$798K	Sell	3,242 -4	-0.1%	-$983	0.05%	189
2025 Q3	$785K	Hold	3,246	–	–	0.05%	192
2025 Q2	$700K	Buy	3,246 +104	+3%	+$20.9K	0.05%	200
2025 Q1	$627K	Buy	3,142 +90	+3%	+$19.5K	0.04%	202
2024 Q4	$674K	Buy	3,052 +11	+0.4%	+$2.51K	0.05%	196
2024 Q3	$672K	Buy	+3,041	New	+$651K	0.05%	197
2024 Q2	–	Sell	-3,811	Closed	-$801K	–	329
2024 Q1	$801K	Sell	3,811 -1,012	-21%	-$202K	0.06%	178
2023 Q4	$968K	Buy	4,823 +28	+0.6%	+$5.02K	0.08%	154
2023 Q3	$847K	Buy	4,795 +534	+13%	+$100K	0.07%	161
2023 Q2	$798K	Sell	4,261 -155	-4%	-$27.6K	0.07%	176
2023 Q1	$788K	Buy	4,416 +148	+3%	+$27.2K	0.07%	174
2022 Q4	$744K	Buy	4,268 +782	+22%	+$139K	0.07%	182
2022 Q3	$575K	Buy	+3,486	New	+$636K	0.06%	190

Other funds holding IWM

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cadence Bank's IWM Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell 2000 ETF (IWM) stake by 0.12% in Q4 2025, selling an estimated $983 and leaving 3,242 shares worth $798K. The position accounts for 0.05% of the portfolio, ranked #189.

Cadence Bank first reported a position in IWM in Q3 2022 and has held it in 13 quarters since. The position peaked at $968K in Q4 2023. 2,590 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Cadence Bank held 3,242 shares of iShares Russell 2000 ETF worth $798K as of Q4 2025.
Cadence Bank sold 4 iShares Russell 2000 ETF shares in Q4 2025, an estimated $983.
iShares Russell 2000 ETF made up 0.05% of Cadence Bank's portfolio in Q4 2025, its #189 holding.
Cadence Bank first reported a position in iShares Russell 2000 ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell 2000 ETF position peaked at $968K in Q4 2023.
2,590 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

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