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

Cadence Bank’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$396K	Sell	4,114 -582	-12%	-$56K	0.02%	258
2025 Q3	$453K	Hold	4,696	–	–	0.03%	243
2025 Q2	$432K	Sell	4,696 -15	-0.3%	-$1.3K	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	+$397K	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%	+$71K	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%	-$4.03K	0.03%	259
2022 Q4	$323K	Buy	4,790 +345	+8%	+$23.3K	0.03%	268
2022 Q3	$276K	Buy	+4,445	New	+$306K	0.03%	274

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cadence Bank's IWR Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 12% in Q4 2025, selling an estimated $56K and leaving 4,114 shares worth $396K. The position accounts for 0.02% of the portfolio, ranked #258.

Cadence Bank first reported a position in IWR in Q3 2022 and has held it in 13 quarters since. The position peaked at $482K in Q1 2024. 1,520 funds tracked by Wall St. Rank hold IWR as of Q4 2025.

Cadence Bank held 4,114 shares of iShares Russell Mid-Cap ETF worth $396K as of Q4 2025.
Cadence Bank sold 582 iShares Russell Mid-Cap ETF shares in Q4 2025, an estimated $56K.
iShares Russell Mid-Cap ETF made up 0.02% of Cadence Bank's portfolio in Q4 2025, its #258 holding.
Cadence Bank first reported a position in iShares Russell Mid-Cap ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell Mid-Cap ETF position peaked at $482K in Q1 2024.
1,520 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2025.

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