Lincoln National Corp’s iShares Expanded Tech Sector ETF IGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,910	Closed	-$334K	–	1053
2023 Q1	$334K	Hold	5,910	–	–	0.01%	731
2022 Q4	$276K	Buy	5,910 +1,200	+25%	+$57.5K	0.01%	746
2022 Q3	$217K	Sell	4,710 -612	-11%	-$32.3K	0.01%	787
2022 Q2	$261K	Hold	5,322	–	–	0.01%	704
2022 Q1	$345K	Buy	5,322 +510	+11%	+$32.8K	0.01%	674
2021 Q4	$352K	Hold	4,812	–	–	0.01%	656
2021 Q3	$324K	Buy	4,812 +210	+5%	+$14.6K	0.01%	651
2021 Q2	$310K	Buy	4,602 +120	+3%	+$7.64K	0.01%	652
2021 Q1	$269K	Hold	4,482	–	–	0.01%	653
2020 Q4	$262K	Buy	4,482 +270	+6%	+$14.8K	0.01%	620
2020 Q3	$217K	Buy	+4,212	New	+$212K	0.01%	606

Other funds holding IGM

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lincoln National Corp sold out of iShares Expanded Tech Sector ETF (IGM) in Q2 2023, closing a stake of 5,910 shares — an estimated $334K sold.

Lincoln National Corp first reported a position in IGM in Q3 2020 and held it in 11 quarters. The position peaked at $352K in Q4 2021. 289 funds tracked by Wall St. Rank hold IGM as of Q2 2023.

Lincoln National Corp reported no remaining iShares Expanded Tech Sector ETF position as of Q2 2023 after selling out during the quarter.
Lincoln National Corp sold 5,910 iShares Expanded Tech Sector ETF shares in Q2 2023, an estimated $334K.
Lincoln National Corp first reported a position in iShares Expanded Tech Sector ETF in Q3 2020 and held it in 11 quarters.
Lincoln National Corp's iShares Expanded Tech Sector ETF position peaked at $352K in Q4 2021.
289 funds tracked by Wall St. Rank held iShares Expanded Tech Sector ETF as of Q2 2023.

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