LCNB Corp’s iShares Russell 1000 ETF IWB Stock Holding History

LCNB Corp’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$843K	Sell	2,365 -200	-8%	-$74.5K	0.28%	77
2025 Q4	$958K	Hold	2,565	–	–	0.32%	71
2025 Q3	$937K	Buy	2,565 +700	+38%	+$247K	0.33%	69
2025 Q2	$633K	Hold	1,865	–	–	0.22%	96
2025 Q1	$572K	Hold	1,865	–	–	0.21%	101
2024 Q4	$601K	Sell	1,865 -200	-10%	-$64.8K	0.22%	99
2024 Q3	$649K	Buy	2,065 +1,000	+94%	+$303K	0.23%	99
2024 Q2	$317K	Hold	1,065	–	–	0.12%	139
2024 Q1	$307K	Hold	1,065	–	–	0.11%	153
2023 Q4	$279K	Hold	1,065	–	–	0.11%	152
2023 Q3	$250K	Sell	1,065 -165	-13%	-$40.4K	0.11%	153
2023 Q2	$300K	Hold	1,230	–	–	0.13%	144
2023 Q1	$277K	Sell	1,230 -350	-22%	-$77K	0.13%	150
2022 Q4	$333K	Buy	1,580 +330	+26%	+$69.9K	0.15%	133
2022 Q3	$247K	Buy	+1,250	New	+$274K	0.13%	140

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LCNB Corp's IWB Position: Q1 2026 in Review

LCNB Corp reduced its iShares Russell 1000 ETF (IWB) stake by 7.8% in Q1 2026, selling an estimated $74.5K and leaving 2,365 shares worth $843K. The position accounts for 0.28% of the portfolio, ranked #77.

LCNB Corp first reported a position in IWB in Q3 2022 and has held it in 15 quarters since. The position peaked at $958K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

LCNB Corp held 2,365 shares of iShares Russell 1000 ETF worth $843K as of Q1 2026.
LCNB Corp sold 200 iShares Russell 1000 ETF shares in Q1 2026, an estimated $74.5K.
iShares Russell 1000 ETF made up 0.28% of LCNB Corp's portfolio in Q1 2026, its #77 holding.
LCNB Corp first reported a position in iShares Russell 1000 ETF in Q3 2022 and has held it in 15 quarters since.
LCNB Corp's iShares Russell 1000 ETF position peaked at $958K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.