Cadence Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Cadence Bank’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$211K	Hold	545	–	–	0.01%	318
2025 Q3	$207K	Sell	545 -137	-20%	-$50K	0.01%	326
2025 Q2	$239K	Hold	682	–	–	0.02%	304
2025 Q1	$217K	Hold	682	–	–	0.02%	306
2024 Q4	$228K	Hold	682	–	–	0.02%	309
2024 Q3	$223K	Buy	+682	New	+$215K	0.02%	315
2024 Q2	–	Sell	-682	Closed	-$205K	–	335
2024 Q1	$205K	Buy	+682	New	+$195K	0.01%	325

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

UMC

UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM

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

Cadence Bank's IWV Position: Q4 2025 in Review

Cadence Bank held its iShares Russell 3000 ETF (IWV) position steady in Q4 2025 at 545 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #318.

Cadence Bank first reported a position in IWV in Q1 2024 and has held it in 7 quarters since. The position peaked at $239K in Q2 2025. 896 funds tracked by Wall St. Rank hold IWV as of Q4 2025.

Cadence Bank held 545 shares of iShares Russell 3000 ETF worth $211K as of Q4 2025.
Cadence Bank left its iShares Russell 3000 ETF share count unchanged in Q4 2025.
iShares Russell 3000 ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #318 holding.
Cadence Bank first reported a position in iShares Russell 3000 ETF in Q1 2024 and has held it in 7 quarters since.
Cadence Bank's iShares Russell 3000 ETF position peaked at $239K in Q2 2025.
896 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q4 2025.

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