Cadence Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Cadence Bank’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.01M	Sell	3,123 -45	-1%	-$14.6K	0.06%	173
2025 Q3	$1.01M	Sell	3,168 -54	-2%	-$16.3K	0.06%	172
2025 Q2	$921K	Sell	3,222 -5	-0.2%	-$1.32K	0.06%	174
2025 Q1	$825K	Sell	3,227 -147	-4%	-$41.5K	0.06%	175
2024 Q4	$971K	Sell	3,374 -21	-0.6%	-$6.21K	0.07%	167
2024 Q3	$964K	Buy	+3,395	New	+$930K	0.07%	162
2024 Q2	–	Sell	-3,449	Closed	-$934K	–	331
2024 Q1	$934K	Sell	3,449 -28	-0.8%	-$7.16K	0.07%	163
2023 Q4	$877K	Sell	3,477 -19	-0.5%	-$4.28K	0.07%	168
2023 Q3	$784K	Buy	3,496 +14	+0.4%	+$3.35K	0.07%	172
2023 Q2	$845K	Sell	3,482 -115	-3%	-$26.4K	0.07%	167
2023 Q1	$816K	Hold	3,597	–	–	0.08%	170
2022 Q4	$772K	Buy	3,597 +45	+1%	+$9.86K	0.07%	177
2022 Q3	$734K	Buy	+3,552	New	+$799K	0.08%	165

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

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

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

Cadence Bank's IWO Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.4% in Q4 2025, selling an estimated $14.6K and leaving 3,123 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #173.

Cadence Bank first reported a position in IWO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.01M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold IWO as of Q4 2025.

Cadence Bank held 3,123 shares of iShares Russell 2000 Growth ETF worth $1.01M as of Q4 2025.
Cadence Bank sold 45 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $14.6K.
iShares Russell 2000 Growth ETF made up 0.06% of Cadence Bank's portfolio in Q4 2025, its #173 holding.
Cadence Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell 2000 Growth ETF position peaked at $1.01M in Q3 2025.
1,062 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.

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