IAG Wealth Partners’s LCNB Corp LCNB Stock Holding History

IAG Wealth Partners’s Portfolio LCNB Stock Details LCNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.1K	Hold	800	–	–	﹤0.01%	351
2026 Q1	$12.5K	Hold	800	–	–	﹤0.01%	356
2025 Q4	$13.1K	Hold	800	–	–	﹤0.01%	332
2025 Q3	$12K	Hold	800	–	–	﹤0.01%	356
2025 Q2	$11.6K	Hold	800	–	–	﹤0.01%	327
2025 Q1	$11.8K	Hold	800	–	–	﹤0.01%	322
2024 Q4	$12.1K	Hold	800	–	–	﹤0.01%	322
2024 Q3	$12.1K	Hold	800	–	–	﹤0.01%	323
2024 Q2	$11.1K	Sell	800 -200	-20%	-$2.87K	﹤0.01%	318
2024 Q1	$15.9K	Hold	1,000	–	–	﹤0.01%	265
2023 Q4	$15.8K	Hold	1,000	–	–	﹤0.01%	256
2023 Q3	$14.3K	Hold	1,000	–	–	﹤0.01%	260
2023 Q2	$14.8K	Hold	1,000	–	–	﹤0.01%	270
2023 Q1	$16.3K	Hold	1,000	–	–	﹤0.01%	246
2022 Q4	$18K	Hold	1,000	–	–	0.01%	227
2022 Q3	$16K	Hold	1,000	–	–	0.01%	224
2022 Q2	$15K	Hold	1,000	–	–	﹤0.01%	234
2022 Q1	$18K	Hold	1,000	–	–	0.01%	235
2021 Q4	$20K	Hold	1,000	–	–	0.01%	226
2021 Q3	$18K	Hold	1,000	–	–	0.01%	208
2021 Q2	$17K	Hold	1,000	–	–	0.01%	205
2021 Q1	$18K	Hold	1,000	–	–	0.01%	194
2020 Q4	$15K	Hold	1,000	–	–	0.01%	193
2020 Q3	$14K	Hold	1,000	–	–	0.01%	192
2020 Q2	$16K	Hold	1,000	–	–	0.01%	175
2020 Q1	$13K	Hold	1,000	–	–	0.01%	180
2019 Q4	$20K	Buy	+1,000	New	+$18.3K	0.01%	176

Other funds holding LCNB

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

LCNB Corp Lebanon, Ohio $326M AUM 29.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

IAG Wealth Partners's LCNB Position: Q2 2026 in Review

IAG Wealth Partners held its LCNB Corp (LCNB) position steady in Q2 2026 at 800 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

IAG Wealth Partners first reported a position in LCNB in Q4 2019 and has held it in 27 quarters since. The position peaked at $20K in Q4 2021. 108 funds tracked by Wall St. Rank hold LCNB as of Q2 2026.

IAG Wealth Partners held 800 shares of LCNB Corp worth $14.1K as of Q2 2026.
IAG Wealth Partners left its LCNB Corp share count unchanged in Q2 2026.
LCNB Corp made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #351 holding.
IAG Wealth Partners first reported a position in LCNB Corp in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's LCNB Corp position peaked at $20K in Q4 2021.
108 funds tracked by Wall St. Rank held LCNB Corp as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.