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