LCNB Corp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

LCNB Corp’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 Q1	$264K	Hold	2,060	–	–	0.09%	166
2025 Q4	$282K	Buy	+2,060	New	+$288K	0.09%	158
2022 Q4	–	Sell	-2,960	Closed	-$232K	–	174
2022 Q3	$232K	Sell	2,960 -1,310	-31%	-$113K	0.13%	148
2022 Q2	$338K	Buy	4,270 +80	+2%	+$6.97K	0.18%	127
2022 Q1	$421K	Sell	4,190 -770	-16%	-$76.7K	0.2%	118
2021 Q4	$571K	Sell	4,960 -20	-0.4%	-$2.33K	0.26%	99
2021 Q3	$558K	Hold	4,980	–	–	0.28%	97
2021 Q2	$564K	Hold	4,980	–	–	0.28%	96
2021 Q1	$508K	Sell	4,980 -2,826	-36%	-$295K	0.28%	99
2020 Q4	$801K	Hold	7,806	–	–	0.45%	69
2020 Q3	$675K	Sell	7,806 -200	-2%	-$16.9K	0.44%	67
2020 Q2	$633K	Sell	8,006 -500	-6%	-$36.3K	0.43%	67
2020 Q1	$517K	Buy	8,506 +724	+9%	+$52.8K	0.4%	71
2019 Q4	$594K	Hold	7,782	–	–	0.36%	72
2019 Q3	$550K	Buy	7,782 +2,802	+56%	+$201K	0.35%	74
2019 Q2	$355K	Hold	4,980	–	–	0.25%	96
2019 Q1	$338K	Sell	4,980 -400	-7%	-$25.7K	0.24%	97
2018 Q4	$306K	Hold	5,380	–	–	0.25%	98
2018 Q3	$365K	Buy	+5,380	New	+$358K	0.26%	95
2018 Q2	–	Sell	-5,380	Closed	-$331K	–	131
2018 Q1	$331K	Hold	5,380	–	–	0.3%	87
2017 Q4	$325K	Hold	5,380	–	–	0.29%	88
2017 Q3	$304K	Buy	5,380 +480	+10%	+$26.3K	0.29%	88
2017 Q2	$265K	Hold	4,900	–	–	0.26%	92
2017 Q1	$254K	Hold	4,900	–	–	0.24%	92
2016 Q4	$239K	Buy	+4,900	New	+$236K	0.24%	96

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LCNB Corp's IWP Position: Q1 2026 in Review

LCNB Corp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q1 2026 at 2,060 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #166.

LCNB Corp first reported a position in IWP in Q4 2016 and has held it in 25 quarters since. The position peaked at $801K in Q4 2020. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

LCNB Corp held 2,060 shares of iShares Russell Mid-Cap Growth ETF worth $264K as of Q1 2026.
LCNB Corp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q1 2026.
iShares Russell Mid-Cap Growth ETF made up 0.09% of LCNB Corp's portfolio in Q1 2026, its #166 holding.
LCNB Corp first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 25 quarters since.
LCNB Corp's iShares Russell Mid-Cap Growth ETF position peaked at $801K in Q4 2020.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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