Cadence Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
4,696
-15
| -0.3% | -$1.38K | 0.03% | 245 |
|
|
2025
Q1 | $401K | Hold |
4,711
| – | – | 0.03% | 244 |
|
|
2024
Q4 | $416K | Hold |
4,711
| – | – | 0.03% | 240 |
|
|
2024
Q3 | $415K | Buy |
+4,711
| New | +$415K | 0.03% | 239 |
|
|
2024
Q2 | – | Sell |
-5,733
| Closed | -$482K | – | 333 |
|
|
2024
Q1 | $482K | Hold |
5,733
| – | – | 0.04% | 227 |
|
|
2023
Q4 | $446K | Buy |
5,733
+1,000
| +21% | +$77.7K | 0.04% | 229 |
|
|
2023
Q3 | $328K | Hold |
4,733
| – | – | 0.03% | 260 |
|
|
2023
Q2 | $346K | Hold |
4,733
| – | – | 0.03% | 259 |
|
|
2023
Q1 | $331K | Sell |
4,733
-57
| -1% | -$3.99K | 0.03% | 259 |
|
|
2022
Q4 | $323K | Buy |
4,790
+345
| +8% | +$23.3K | 0.03% | 268 |
|
|
2022
Q3 | $276K | Buy |
+4,445
| New | +$276K | 0.03% | 274 |
|