Cadence Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Cadence Bank’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.4M	Hold	10,257	–	–	0.08%	143
2025 Q3	$1.46M	Sell	10,257 -25	-0.2%	-$3.53K	0.09%	145
2025 Q2	$1.43M	Sell	10,282 -41	-0.4%	-$5.19K	0.09%	146
2025 Q1	$1.21M	Sell	10,323 -48	-0.5%	-$6.17K	0.09%	147
2024 Q4	$1.31M	Sell	10,371 -3,658	-26%	-$465K	0.09%	141
2024 Q3	$1.65M	Buy	+14,029	New	+$1.57M	0.11%	128
2024 Q2	–	Sell	-10,710	Closed	-$1.22M	–	332
2024 Q1	$1.22M	Sell	10,710 -71	-0.7%	-$7.68K	0.09%	147
2023 Q4	$1.13M	Hold	10,781	–	–	0.09%	146
2023 Q3	$985K	Buy	10,781 +36	+0.3%	+$3.44K	0.09%	147
2023 Q2	$1.04M	Hold	10,745	–	–	0.09%	149
2023 Q1	$978K	Hold	10,745	–	–	0.09%	152
2022 Q4	$898K	Hold	10,745	–	–	0.08%	162
2022 Q3	$843K	Buy	+10,745	New	+$925K	0.09%	154

Other funds holding IWP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Cadence Bank's IWP Position: Q4 2025 in Review

Cadence Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q4 2025 at 10,257 shares worth $1.4M. The position accounts for 0.08% of the portfolio, ranked #143.

Cadence Bank first reported a position in IWP in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.65M in Q3 2024. 1,228 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

Cadence Bank held 10,257 shares of iShares Russell Mid-Cap Growth ETF worth $1.4M as of Q4 2025.
Cadence Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q4 2025.
iShares Russell Mid-Cap Growth ETF made up 0.08% of Cadence Bank's portfolio in Q4 2025, its #143 holding.
Cadence Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell Mid-Cap Growth ETF position peaked at $1.65M in Q3 2024.
1,228 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

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