Lincoln National Corp’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Lincoln National Corp’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-21,635	Closed	-$862K	–	1021
2023 Q1	$862K	Buy	21,635 +567	+3%	+$22.3K	0.02%	425
2022 Q4	$801K	Buy	21,068 +13,138	+166%	+$498K	0.02%	403
2022 Q3	$290K	Sell	7,930 -397	-5%	-$15.5K	0.01%	672
2022 Q2	$324K	Buy	8,327 +2,160	+35%	+$87.3K	0.01%	627
2022 Q1	$265K	Buy	6,167 +145	+2%	+$6.32K	0.01%	755
2021 Q4	$274K	Buy	+6,022	New	+$273K	0.01%	744
2020 Q2	–	Sell	-5,949	Closed	-$219K	–	647
2020 Q1	$219K	Hold	5,949	–	–	0.01%	518
2019 Q4	$239K	Buy	5,949 +807	+16%	+$32K	0.01%	555
2019 Q3	$202K	Hold	5,142	–	–	0.01%	540
2019 Q2	$201K	Sell	5,142 -592	-10%	-$22.6K	0.01%	527
2019 Q1	$218K	Hold	5,734	–	–	0.01%	460
2018 Q4	$205K	Buy	+5,734	New	+$209K	0.01%	440

Other funds holding AOM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lincoln National Corp's AOM Position: Q2 2023 in Review

Lincoln National Corp sold out of iShares Core Moderate Allocation ETF (AOM) in Q2 2023, closing a stake of 21,635 shares — an estimated $862K sold.

Lincoln National Corp first reported a position in AOM in Q4 2018 and held it in 12 quarters. The position peaked at $862K in Q1 2023. 218 funds tracked by Wall St. Rank hold AOM as of Q2 2023.

Lincoln National Corp reported no remaining iShares Core Moderate Allocation ETF position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 21,635 iShares Core Moderate Allocation ETF shares in Q2 2023, an estimated $862K.
Lincoln National Corp first reported a position in iShares Core Moderate Allocation ETF in Q4 2018 and held it in 12 quarters.
Lincoln National Corp's iShares Core Moderate Allocation ETF position peaked at $862K in Q1 2023.
218 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q2 2023.

Based on Lincoln National Corp's 13F filing for Q2 2023, filed 7 Aug 2023.