Cadence Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

Cadence Bank’s Portfolio IWN Stock Details IWN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$498K	Sell	2,746 -13	-0.5%	-$2.33K	0.03%	235
2025 Q3	$488K	Sell	2,759 -3	-0.1%	-$506	0.03%	234
2025 Q2	$436K	Sell	2,762 -3	-0.1%	-$447	0.03%	243
2025 Q1	$417K	Sell	2,765 -136	-5%	-$22K	0.03%	240
2024 Q4	$476K	Sell	2,901 -16	-0.5%	-$2.73K	0.03%	228
2024 Q3	$487K	Buy	+2,917	New	+$474K	0.03%	222
2024 Q2	–	Sell	-2,817	Closed	-$447K	–	330
2024 Q1	$447K	Sell	2,817 -568	-17%	-$86K	0.03%	231
2023 Q4	$526K	Buy	3,385 +37	+1%	+$5.13K	0.04%	216
2023 Q3	$454K	Buy	3,348 +24	+0.7%	+$3.44K	0.04%	225
2023 Q2	$468K	Sell	3,324 -59	-2%	-$7.98K	0.04%	231
2023 Q1	$464K	Hold	3,383	–	–	0.04%	226
2022 Q4	$469K	Buy	3,383 +65	+2%	+$9.18K	0.04%	232
2022 Q3	$428K	Buy	+3,318	New	+$480K	0.04%	226

Other funds holding IWN

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

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

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

Cadence Bank's IWN Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 0.47% in Q4 2025, selling an estimated $2.33K and leaving 2,746 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #235.

Cadence Bank first reported a position in IWN in Q3 2022 and has held it in 13 quarters since. The position peaked at $526K in Q4 2023. 1,043 funds tracked by Wall St. Rank hold IWN as of Q4 2025.

Cadence Bank held 2,746 shares of iShares Russell 2000 Value ETF worth $498K as of Q4 2025.
Cadence Bank sold 13 iShares Russell 2000 Value ETF shares in Q4 2025, an estimated $2.33K.
iShares Russell 2000 Value ETF made up 0.03% of Cadence Bank's portfolio in Q4 2025, its #235 holding.
Cadence Bank first reported a position in iShares Russell 2000 Value ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell 2000 Value ETF position peaked at $526K in Q4 2023.
1,043 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q4 2025.

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