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

Cadence Bank’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.07M	Sell	7,553 -65	-0.9%	-$9.09K	0.06%	171
2025 Q3	$1.06M	Sell	7,618 -10	-0.1%	-$1.37K	0.06%	169
2025 Q2	$1.01M	Sell	7,628 -16	-0.2%	-$2.01K	0.07%	168
2025 Q1	$963K	Sell	7,644 -47	-0.6%	-$6.12K	0.07%	163
2024 Q4	$995K	Sell	7,691 -6,300	-45%	-$843K	0.07%	164
2024 Q3	$1.85M	Buy	+13,991	New	+$1.77M	0.13%	118
2024 Q2	–	Sell	-7,626	Closed	-$956K	–	334
2024 Q1	$956K	Hold	7,626	–	–	0.07%	161
2023 Q4	$887K	Buy	7,626 +49	+0.6%	+$5.22K	0.07%	165
2023 Q3	$791K	Buy	7,577 +32	+0.4%	+$3.53K	0.07%	171
2023 Q2	$829K	Hold	7,545	–	–	0.07%	172
2023 Q1	$801K	Hold	7,545	–	–	0.07%	173
2022 Q4	$795K	Hold	7,545	–	–	0.07%	175
2022 Q3	$725K	Buy	+7,545	New	+$806K	0.08%	168

Other funds holding IWS

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cadence Bank's IWS Position: Q4 2025 in Review

Cadence Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.85% in Q4 2025, selling an estimated $9.09K and leaving 7,553 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #171.

Cadence Bank first reported a position in IWS in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.85M in Q3 2024. 990 funds tracked by Wall St. Rank hold IWS as of Q4 2025.

Cadence Bank held 7,553 shares of iShares Russell Mid-Cap Value ETF worth $1.07M as of Q4 2025.
Cadence Bank sold 65 iShares Russell Mid-Cap Value ETF shares in Q4 2025, an estimated $9.09K.
iShares Russell Mid-Cap Value ETF made up 0.06% of Cadence Bank's portfolio in Q4 2025, its #171 holding.
Cadence Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 13 quarters since.
Cadence Bank's iShares Russell Mid-Cap Value ETF position peaked at $1.85M in Q3 2024.
990 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q4 2025.

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