CNB Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

CNB Bank’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.5K	Sell	181 -10	-5%	-$1.38K	0.01%	367
2026 Q1	$24.5K	Hold	191	–	–	0.01%	366
2025 Q4	$26.2K	Buy	191 +158	+479%	+$22.1K	0.01%	354
2025 Q3	$4.7K	Hold	33	–	–	﹤0.01%	441
2025 Q2	$4.58K	Hold	33	–	–	﹤0.01%	425
2025 Q1	$3.88K	Hold	33	–	–	﹤0.01%	418
2024 Q4	$4.18K	Sell	33 -1,050	-97%	-$133K	﹤0.01%	429
2024 Q3	$127K	Buy	1,083 +644	+147%	+$72K	0.06%	184
2024 Q2	$48.4K	Buy	439 +182	+71%	+$20K	0.02%	253
2024 Q1	$29.3K	Buy	257 +233	+971%	+$25.2K	0.01%	296
2023 Q4	$2.51K	Hold	24	–	–	﹤0.01%	434
2023 Q3	$2.19K	Buy	+24	New	+$2.29K	﹤0.01%	449

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

CNB Bank's IWP Position: Q2 2026 in Review

CNB Bank reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 5.2% in Q2 2026, selling an estimated $1.38K and leaving 181 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #367.

CNB Bank first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. The position peaked at $127K in Q3 2024. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

CNB Bank held 181 shares of iShares Russell Mid-Cap Growth ETF worth $26.5K as of Q2 2026.
CNB Bank sold 10 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.38K.
iShares Russell Mid-Cap Growth ETF made up 0.01% of CNB Bank's portfolio in Q2 2026, its #367 holding.
CNB Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
CNB Bank's iShares Russell Mid-Cap Growth ETF position peaked at $127K in Q3 2024.
1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on CNB Bank's 13F filing for Q2 2026, filed 6 Aug 2026.