Cadence Bank’s iShares US Small Cap Equity Factor ETF SMLF Stock Holding History

Cadence Bank’s Portfolio SMLF Stock Details SMLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$217K	Sell	2,892 -268	-8%	-$20K	0.01%	314
2025 Q3	$235K	Hold	3,160	–	–	0.01%	306
2025 Q2	$215K	Buy	+3,160	New	+$200K	0.01%	318
2025 Q1	–	Sell	-3,160	Closed	-$213K	–	333
2024 Q4	$213K	Hold	3,160	–	–	0.01%	316
2024 Q3	$210K	Buy	+3,160	New	+$201K	0.01%	321
2024 Q2	–	Sell	-3,160	Closed	-$201K	–	339
2024 Q1	$201K	Buy	+3,160	New	+$189K	0.01%	330

Other funds holding SMLF

SFS

Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return

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

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

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

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cadence Bank's SMLF Position: Q4 2025 in Review

Cadence Bank reduced its iShares US Small Cap Equity Factor ETF (SMLF) stake by 8.5% in Q4 2025, selling an estimated $20K and leaving 2,892 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #314.

Cadence Bank first reported a position in SMLF in Q1 2024 and has held it in 6 quarters since. The position peaked at $235K in Q3 2025. 264 funds tracked by Wall St. Rank hold SMLF as of Q4 2025.

Cadence Bank held 2,892 shares of iShares US Small Cap Equity Factor ETF worth $217K as of Q4 2025.
Cadence Bank sold 268 iShares US Small Cap Equity Factor ETF shares in Q4 2025, an estimated $20K.
iShares US Small Cap Equity Factor ETF made up 0.01% of Cadence Bank's portfolio in Q4 2025, its #314 holding.
Cadence Bank first reported a position in iShares US Small Cap Equity Factor ETF in Q1 2024 and has held it in 6 quarters since.
Cadence Bank's iShares US Small Cap Equity Factor ETF position peaked at $235K in Q3 2025.
264 funds tracked by Wall St. Rank held iShares US Small Cap Equity Factor ETF as of Q4 2025.

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